Tintin Capital
@Tintincapital
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Misadventures in Global Value Investing. I like all of my own tweets.
Northern New England
Joined November 2023
@dopamine_uptake It's a great business. I know a guy who owns a local stone/aggregate quarry. It's the only player within about a 25 mile radius. But best of all, only his trucks are allowed to transport the aggregate by law due to strict licensing/training requirements.
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@dopamine_uptake The 🦕 chart never, ever lies 😂 This is going to the top of my research list after watching $uslm over the years.
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RT @TheLongHappy: @pandawatch88 Any foreign brand that has an over reliance on china is probably in the too hard bucket for me personally.…
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🧐
100mm Americans will watch the Super Bowl this weekend. 70% are overweight. 22% of them are already on a GLP1 regiment. That leaves 55mm potential new weight loss clients for $hims. For every 1% of them that sign up at $170/per month, $hims picks up another $1B in revenue 🤯
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@gauravphoenix Interesting. What does a more aggressive scenario look like? Just trying to get a feel for a range. Thx!
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