Although I'm an investor in $HIMS and there's an overall tailwind to this space, but this is what concerns me. Can they keep up the quality as they scale? And there's more and more competition chasing them. @himshouse would love you to cover this topic. @AndrewDudum

$HIMS Great podcast featuring HIMS CTO talking about the closed loop system the company is making for customers. youtube.com/watch?v=tQ99knzq…

$KSPI was an easy buy at $75

$TEM moving back to its 50DMA. Nice move.

$FOUR They used $25mm for buying back 700k shares, meaning avg price of $35/sh. They picked up the lowest possible share price in last quarter!! Wow! Really? Am I missing anything? If no, we should ask them to pick stocks on our behalf 😜

Never be ashamed of borrowing ideas. In fact, you will rarely find investing ideas which no one has thought before. Work is building the conviction. You cannot borrow that. Put that effort. Always create a mentality of learning. Never be ashamed of your mistakes. Own it and move on. Investing is a forgiving business as long as you play within certain rules. Even the best are right just 60% of time. With time, I have evolved my investing philosophy. I appreciate diversification more. I appreciate management incentives more. I understand moats better. I understand risk return better. I understand portfolio allocation. But there's still a lot to learn and never let people like these pull you down. Be humble. Stay hungry. Never give up.

You can borrow ideas, not conviction and results dude. I borrow ideas from many people. I also reject many ideas. You do you, show me how you are doing with other people ideas. I've been investing since last 8 years with 35%+ CAGR. Heres a snapshot of just one of my portfolios.

$ZETA bottom-up check: modeled cohort aging (customers moving <1yr → 1-3 → 3-5 → 5+ as they mature) + 17% avg ARPU growth off 2025 base. Get to ~$2.4B revenue by 2027 — already above Zeta's own 2028 guide of $2.3B. Cohort maturation + ARPU growth alone gets you there. @wealthmatica this somewhat matches your projection as well. Problem is this doesn't include any acceleration due to it's $PLTR partnership, not does it include any revenue from it's business intelligence platform. They are sandbagging like anything.

We have officially entered greed territory. Time to be cautious.

Covers frontier vs open models, commoditization, system incentives, pros/cons, AI sovereignty, and where the market is headed. Rapid fire was the highlight. One of the best pods from @HarryStebbings with @ml_angelopoulos. youtu.be/b_VUAev1Lmc?si=RRNg…