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Thanks! can you talk about Perrigo and Pan American Silver?
ОтветитьI see 3x in 2030 according to my model
ОтветитьWhat is their moat?
Ответитьfirst thing to go down in a recession
Ответить8 days ago this vid would had been awesome
ОтветитьThank-you for the video!
ОтветитьI had to stop when he said EBITDA turned positive in Q4 2022. Charlie Munger once said every time you hear the term EBITDA replace it with "bulls**t earning". No moat - I mean what differentiates it from Teladoc and hundreds of other telehealth companies. Not a tough industry to penetrate into. Since they don't make any money I look at their FCF. Expensive based on P/FCF and negative ROIC. Might be worth putting a small sum as a speculative play, but don't hold your breath for a long term compounder. (ex. COST or ISRG).
ОтветитьHow about Thai bev stocks?
ОтветитьThanks for the video and an update on bonds like TLT would be interesting
ОтветитьGreat video, I've been interested in investing ever since I came across articles of people making up to $150,000 and more in this period, thanks for the video but is it really possible for a retail investor to achieve this in months?
ОтветитьThey buy bulk generic drugs and cosmetics and repackage them with their own name and then sell them at a markup. I have no idea why it is seen as innovative at all. I can name several other companies that do the exact same thing the only difference is the brands name. I do not doubt Hims has excellent service and happy customers. But their is non staying power with this company. IMO it will be bought out or eventually go down hill.l when the next fad comes to take its place.
Ответитьlots of these issues can be fixed by eating better food
ОтветитьTDOC touched 42B in 2021...
ОтветитьWhy don't you think hims can 100x?
ОтветитьTomorrow, it's CRUNCH time!
ОтветитьWhere are you getting the 100M subscribers? Their last earnings report says 1.7M.
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