@DividendStreams @DataDInvesting I’m a Palantir share holder with an average cost of $16.79. I agree with Steve. The price has been out of control since it blew past $35.

I still don’t understand selling a put and tying up $28,500 of buying power to only receive $770.00. Lot of risk. Low reward. If you would have done a put credit spread reward goes up risk goes down. If the price challenges the short and you want the stock sell the long the and mange the short.

@kylewhitegoat 😂 sure

@TJTheWheelDeal You have brought a lot of value to many people. Please make sure you make the right decision for you when your mind is clear of all the nonsense.

Here is a bear thesis on Hims & Hers Inc. based on available information: Market Saturation and Competition** Intense Competition: Hims & Hers operates in a sector where competition is increasing. Traditional healthcare providers, pharmacies, and other telehealth platforms like Teladoc, BetterHelp, and Curology are vying for market share. Each new competitor reduces Hims & Hers' potential market and could pressure pricing and profitability. Lack of Differentiation: The company's offerings, while convenient, include treatments and products that are widely available through other channels. The bear argument suggests that without a significant competitive advantage or "moat," Hims & Hers might struggle to retain customers over time, particularly if competitors offer similar services at lower prices or with better personalization. Regulatory and Operational Risks Regulatory Challenges: The telehealth industry is subject to stringent regulations that can change, impacting how Hims & Hers can operate. Issues like data privacy, prescription regulations, and healthcare provider licensing across different states could pose operational challenges or increase compliance costs. Medical Errors and Brand Reputation: Given that Hims & Hers does not directly employ its medical professionals but works through a network of independent contractors, any medical error or negative outcome could significantly damage its brand. This sector is particularly sensitive to public perception, where trust is paramount. Financial Concerns Sustainability of Growth: While Hims & Hers has shown impressive revenue growth, the bear case questions the sustainability of this growth. The high expectations for future performance are priced into the stock, and any slowdown could lead to substantial corrections in stock price. Profit Margins: Despite growth in revenue, Hims & Hers' profitability remains a concern. The company's net margins have been low, and the cost of customer acquisition through marketing could rise, squeezing margins further if the growth in subscriber numbers slows down. Dependence on Trends: The company's success with GLP-1 injections for weight loss might not be repeatable with other products. If this trend fades, and the company fails to innovate or capture new markets effectively, its stock might be overvalued based on current expectations. Product and Service Expansion Risks Overextension: Expanding into too many health niches (from sexual health to mental health, dermatology, and weight loss) could dilute the company's focus and effectiveness in any single area. There's a risk that by trying to be everything to everyone, Hims & Hers might not excel in any particular segment, leading to customer dissatisfaction or lower than expected market penetration. AI & Tech Hype: While Hims & Hers is leveraging AI to improve personalization, there's skepticism about how much this will genuinely impact customer retention or satisfaction compared to the hype around AI in healthcare. If the technology does not yield the expected benefits, it could be seen as a costly misstep. Market Perception and Valuation Stock Valuation: Critics argue that the stock's valuation might be inflated given its price-to-sales ratio, especially if one considers the potential for slower growth or increased competition. The market's enthusiasm might have run ahead of the company's fundamentals. would point to the possibility of a shift in investor sentiment, particularly if Hims & Hers fails to meet the high growth expectations or if there's a broader market correction in high-growth tech-health stocks. In summary, while Hims & Hers has shown remarkable growth and innovation in the telehealth space, the bear case focuses on the sustainability of its business model, the threats from competition and regulation, and the potential for overvaluation in its stock price given current market expectations.

@Kross_Roads We’re going to disagree

@Kross_Roads Please tell me it’s moat? Selling generic medicines and telehealth appointments isn’t a business with high margins of revenue.

@BarstoolIrish With this moral victory nonsense you’re handing out is there also an everybody moral trophy 🏆 being handed out as well? Make it like Pee Wee Football.

@kkirish11 @YanksBeat Kevin McDougal was the 1993 National Chamionship winning Quarterback.

@PaperGainsInc 😂 Buy a lot so it goes above 350

@amitisinvesting LFG!!

Total returns are trash. They assume you reinvesting all dividends back into nav eroding funds. The only ones making out are fund managers. Look at the pilot fund TSLY and see where it is today. Look at ULTY where YIELDMAX can do anything they want yet it just keeps going down down and down. A chimp could sell credit spreads and make better returns.

@claude_mpouma @CoachJoeRudolph @AllenTrieu @SWiltfong_ @GregSmithRivals @EDGYTIM @cottond13 @Byfsports Easy decision then

@bourbonpro1973 @insider_nd It wasn’t a block in the back! Lou should have 3 count them 3 🏆

@SenWarren Do us all a favor and 🤬

@Umvelio @AutismCapital 😂 what a stooopit statement!

@catturd2 This is what winning looks like!