Nate Endicott (@endicottinvests) 's Twitter Profile
Nate Endicott

@endicottinvests

Full-Stack software engineer. Salesforce certified administrator. Investor of both $SOFI $PLTR since 2020.

ID: 1519860178522460163

calendar_today29-04-2022 02:04:47

9,9K Tweet

1,1K Followers

276 Following

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Personally loving the consolidation of $HIMS here. Feel like it’s becoming a more mature stock now 🤷🏼‍♂️

Nate Endicott (@endicottinvests) 's Twitter Profile Photo

$HIMS isn’t a GLP-1 company. Let’s stop pretending it is. This morning the stock hit $51.85, reacting to the Cigna– $LLY – $NVO copay news. It’s already bounced back to $54.35, but the reaction tells you everything: The market still doesn’t get the story. Let’s break it down:

$HIMS isn’t a GLP-1 company. Let’s stop pretending it is.

This morning the stock hit $51.85, reacting to the Cigna– $LLY – $NVO copay news. It’s already bounced back to $54.35, but the reaction tells you everything:

The market still doesn’t get the story.

Let’s break it down:
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Where could $HIMS trade by 2030? Let’s break down 4 real growth scenarios — using actual margins, projected revenue, and valuation comps. And to be clear: These cases assume no valuation expansion — in fact, they use lower multiples than $HIMS trades at today, since it likely

Where could $HIMS trade by 2030?

Let’s break down 4 real growth scenarios — using actual margins, projected revenue, and valuation comps.

And to be clear:
These cases assume no valuation expansion — in fact, they use lower multiples than $HIMS trades at today, since it likely
Nate Endicott (@endicottinvests) 's Twitter Profile Photo

$HIMS back to $55 I would’ve thought we’d see the $40s after yesterday’s news and the EU tariff news today. Stock is maturing.

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$NVDA is still undervalued and way too obvious. Every month we see the new “best LLM”. The race is still full steam ahead. A majority of it powered by $NVDA GPUs. $NVDA wins no matter who wins the AI race.

ElijahCabler (@elijahcablerf) 's Twitter Profile Photo

Watch Nate Endicott & I talk $HIMS on my recent livestream where we go over the company’s 2030 guidance, new product launches, international expansion, and a lot more. 🔗 youtube.com/live/hzOTj5TD4…

Watch <a href="/EndicottInvests/">Nate Endicott</a> &amp; I talk $HIMS on my recent livestream where we go over the company’s 2030 guidance, new product launches, international expansion, and a lot more.

🔗 youtube.com/live/hzOTj5TD4…
Nate Endicott (@endicottinvests) 's Twitter Profile Photo

This highlights $HIMS ability to compound growth by leveraging user data to deliver personalized solutions. However it doesn’t come without risk. One bad side effect and the law suits begin. It’s all about trusting management here. Love the innovation but it does come with

This highlights $HIMS ability to compound growth by leveraging user data to deliver personalized solutions. 

However it doesn’t come without risk.

One bad side effect and the law suits begin. 

It’s all about trusting management here. 

Love the innovation but it does come with