Riyado Sofian
@riyadosofian
Followers
1,796
Following
149
Media
281
Statuses
837
I help investors find the companies of tomorrow ⬇️
Joined January 2021
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Ohio
• 458304 Tweets
Springfield
• 310269 Tweets
#JACKANDJOKEREP1
• 298605 Tweets
Haitians
• 262575 Tweets
EP1 U STEAL MY HEART
• 245576 Tweets
#AppleEvent
• 218008 Tweets
Wayne
• 176763 Tweets
iPhone 16
• 134504 Tweets
Tim Cook
• 82020 Tweets
Jets
• 46355 Tweets
#واحد_عراق
• 42750 Tweets
Draghi
• 41772 Tweets
Namaz
• 38704 Tweets
ايفون
• 31600 Tweets
Catherine
• 25165 Tweets
Princess of Wales
• 24853 Tweets
Fassi
• 24291 Tweets
Culiacán
• 22981 Tweets
Talleres
• 20825 Tweets
#TransferideSizideİstemiyoruz
• 20104 Tweets
Niger
• 16749 Tweets
Tapia
• 15976 Tweets
Camera Control
• 14628 Tweets
$INSDR
• 13986 Tweets
AirPods 4
• 13288 Tweets
CMAs
• 13074 Tweets
PS5 Pro
• 12997 Tweets
対象作品
• 12516 Tweets
$AAPL
• 10487 Tweets
Here is my $HIMS one-pager. Hope you guys liked it.
This took a lot of time to put together so if you guys can do me a small favor, please like and share this (only if you find value in it).
Thanks team :)
17
59
473
$PYPL has been devouring itself.
Notice the accelerated drop in shares outstanding since 2022.
This will continue as shares remain depressed.
I expect record buybacks in 2024.
27
20
242
$HIMS Board Member Christopher Payne just bought nearly $2M worth of stock. That's the first insider buy in nearly 2 years.
Something's heating up...
6
33
229
Reneissance Technologies, which was led by the late Jim Simons and is one of, if not, the best-performing fund of all time, just opened a position in $HIMS in Q2.
The fund purchased about 6M shares of $HIMS, which is nearly 3% of the company’s shares outstanding.
Interesting…
5
21
202
$HIMS valuation vs Revenue. This sort of divergence is what creates a wonderful buying opportunity.
6
23
148
My new $HIMS article is finally out!
Here, I address the company’s Q4 results, CAC, guidance, valuation, and more.
This one took a while to write so if you could do me a favor, please give this post a like and retweet :)
Enjoy!
7
22
116
$HIMS Revenue growth now expected to accelerate further in Q3 (+68%) and Q4 (+73%).
And this is just based on the high end of management’s guidance.
They have a history of sandbagging so actual results should be slightly better.
Wild.
1
11
108
My $HIMS 12-month price target is $28.
I hope we get a more violent selloff so I can add more.
Looking to add around $12.
12
9
101
In 2021, analysts expect $HIMS 2024 Revenue to be $322M.
Now, $HIMS is generating that much Revenue in a single quarter and analysts now expect 2024 Revenue to be $1.4B, more than 300% higher than their initial projection.
6
3
104
Prior to the GLP-1 launch in May 20, $HIMS was trading at about $14.50.
Today, the stock is back to that level, erasing all its gains from the GLP-1 catalyst.
The market has completely written off GLP-1 contributions so you can now buy $HIMS GLP-1 business at $0 :)
7
10
107
$HIMS Q2 earnings set on August 5th.
A little over two more weeks before $HIMS destroys expectations (once again).
As reminder, over the last 14 quarters, the company has a 100% track record of beating Revenue expectations :)
3
7
103
When $HIMS went public in 2021, analysts were expecting FY2024 Revenue of $322M.
Today, they expect FY2024 Revenue of $1.19B, or 270% above expectations.
OUT-PER-FOR-MANCE
3
5
98
Three years ago, $TDOC reached a market cap of $44B. At the same time, $HIMS went public at a valuation of $1.6B.
Fast forward to today, $TDOC is now valued at $HIMS SPAC valuation. At the same time, $HIMS is now three times larger than $TDOC.
Wild.
5
11
94
Here is my $LULU one-pager.
Everything you need to know about Lululemon and the investment thesis on the stock.
I hope you find some value from this.
Please like and repost this. I would love to hear from other $LULU investors out there :)
7
8
90
Anyone realized $SOFI just turned Net Cash positive in Q1?
Banks typically have negative Net Cash...
So is $SOFI a bank or a fintech?
9
8
86
Here’s my $SOFI one-pager.
What do you think? Did I miss anything important?
I hope this one-pager is helpful, and if it is, I would appreciate a like and repost :)
1
8
84
Short report on $HIMS today — thus the 10%+ drop in the stock.
Here’s a thread on my thoughts on the report ⤵️
2
12
83
$HIMS God candle today on GLP-1 launch.
Who added during the selloff?
I did at $12 :)
My $HIMS 12-month price target is $28.
I hope we get a more violent selloff so I can add more.
Looking to add around $12.
12
9
101
12
3
77
Here’s my $PYPL one-pager.
If you find this helpful, please like and repost it so we can get it to more investors.
Thank you. I appreciate you :)
3
8
77
This man is doing incredible things. $OPEN investors need to know how lucky they are to have him!
@DatadoorIO
is live for our first 600 subs this morning. Will send out updated Opendoor Q1 estimates later this week via the email list. Excited about the powerful analytics tools we are building.
Oh, and big week for earnings.
$OPEN
13
6
96
2
2
74
My deep dive on $OPEN is now live. Had a lot of fun writing this one :)
6
10
66
$SOFI Valuation vs Revenue.
At some point, these two metrics will converge. Not because of falling Revenue, but because of multiple expansion.
2
11
68
New $HIMS YT video just dropped.
With all the negativity on the company currently, I go through 10 reasons why I remain bullish on Hims & Hers.
Please like, retweet, or tag someone who might find value from this video.
Thanks and have a great weekend!
3
8
67
With all the hype about $HOOD new Gold Card, keep in mind that $SOFI Galileo is the issuer-processor for Robinhood’s card programs.
In other words, if the Gold Card gains significant traction (which looks like it will), SoFi’s Tech Platform will be one of the main beneficiaries.
4
7
63
My $HIMS Q2 earnings review just went live at
@seekingalpha
Have a read and let me know what you think.
Please like and share this article as well, means a lot to me :)
5
7
66
2 charts showing $HIMS marketing leverage and 1 that shows marketing de-leverage:
✅ Marketing Expenses as a % of Revenue is now only 46% in Q2, and has fallen sharply over the past couple of quarters.
2
5
66
$HIMS CEO
@AndrewDudum
on the company’s new GLP-1 offering in a recent interview.
Here’s the link to the interview:
I recommend you listen to the interview as it addresses a lot of concerns including the short report, GLP-1 shortage, and FDA approval.
4
6
62
I think $LLY launching Zepbound vials just eliminated the risk of compounded GLP-1 ban… that’s bullish for $HIMS.
Also, it’s a confirmation of the $HIMS business model, that is, providing access to high quality, affordable medical care.
3
6
61
Even with the 30% rally, $HIMS still trades at a Forward EV to Revenue multiple of 2.2x.
I think it should be in the 4x to 5x range.
Still dirt cheap in my opinion.
5
3
57
$HIMS first quarter as a public company vs its most recent quarter.
It achieved all these in 3 years.
Undeniably strong execution.
5
4
56
If I Had to Choose One Stock…
This would be it...
$HIMS
Please like and retweet this!
Thank you and have a great weekend!
3
7
57
This is also why $HIMS is selling off.
While this is a bummer and while GLP-1 replica sales could be “curtailed”, $HIMS may still be able to sell compounded semaglutide at dosage levels not offered by big pharma.
This is where $HIMS personalized offerings come into play.
7
2
56
My 100th article is live!
5,000+ words about $GRAB and why I started a position in the company.
This one took me 50+ hours to research, analyze, and write, so I would REALLY appreciate a like and retweet :)
Enjoy!
5
6
53
$HIMS bull thesis in three sentences:
1. “positive net income”
2. “just the beginning”
3. “tens of million of users”
4
5
55
Excluding its new GLP-1 product, $HIMS generated “Revenue north of $300M” from existing offerings.
Total Q2 Revenue was $316M, which meant Revenue from GLP-1 is $16M.
$HIMS launched GLP-1 on May 20.
In other words, its GLP-1 product made $16M in less than half a quarter.
Wow.
5
6
54
$HIMS still trades at a Forward EV/Revenue multiple of 1.4x, despite having:
- 50%+ growth
- 80%+ Gross Margin
- Zero debt
- Massive growth potential
- Positive Cash Flow
Where else can you find a company with that low of a valuation with these characteristics?
9
4
54
My top three highest conviction stock picks are $HIMS, $SOFI, and $SE (a lil speculative for the last one).
What are yours?
34
6
52
Shortage or not, it doesn’t change the fact that $HIMS has the best value, best product, and best telehealth platform in the industry.
The growth story and investment thesis remain 100% intact.
4
5
51
Translation: There's increasing awareness and strong demand for GLP-1 drugs.
$HIMS will most likely obliterate its sales guidance.
Goldman Sachs today projected global sales from the GLP-1 obesity drugs could reach $130B in 2030, up from its previous estimate of $100B - SA
12
19
140
3
5
52
Time for $SOFI to execute the bears!
Here’s my $SOFI update following Q4 results.
Like and repost please! Thanks team!
0
8
50
Because they’re getting eaten by $HIMS
Market share in 2020
H&H: 14%
Ro: 21%
Market share in 2023:
H&H: 49%
Ro: 12%
Companies don’t go public when things are going south.
As an oft-cited formidable competitor to $HIMS, why hasn't Ro gone public yet? 🤔
Also hasn't done a funding round since its ~$7B valuation round in early 2022
0
0
8
0
4
52
$LLY calling out copycats (aka $HIMS) for offering much cheaper copies of their patented drugs.
Fast forward, $LLY is now following the footsteps of those copycats and essentially “panic selling” their drugs in an attempt to gain back market share.
Who’s the copycat now?
3
3
51
$HIMS investment thesis in one chart:
Gross Margin — 80%+
(High earnings potential)
Operating Margin — expanding
(Biz model with operating leverage)
Revenue Growth — 3-yr CAGR of 78%
(Excellent product-market fit and distribution)
1
5
48
$SE trading at 2.6x its Revenue is a joke.
I think it should trade in line with peer $MELI, which has a 5.6x Revenue multiple.
Assuming all else equal, that’s a 100%+ upside for $SE
6
4
49
I don't know much about GLP-1 products but when one of, if not, the smartest man on the planet recognizes the intrinsic benefits of GLP-1 inhibitors, you know it'll be net bullish for $HIMS
@imPenny2x
Just make a lot of Ozempic/Mounjaro. It’s not inherently expensive. The health benefits of reducing obesity far exceed the downside of GLP-1 inhibitors.
We evolved under starving conditions and now make food that is plentiful and delicious. Whether that food is “processed” does
416
118
2K
2
3
49
$HIMS now trading at 1.2x EV to Revenue, which is lower than $TDOC, despite growing 7x faster 🤯
2
1
46
$SE has had an incredible run, up more than 100% since its bottom in January.
Taking profits at these levels is perfectly reasonable.
But I argue it's a better idea to hold on for the long run.
Here are 8 reason why I remain bullish on $SE
4
5
46
Right at its up trend line and close to its 200-day SMA, $HIMS could possibly bounce here.
Not a TA expert, but if I’m looking to add, I would add here (which I just did).
1
4
45
$SOFI is currently trading at a P/TBV ratio of 1.78x, much lower than $JPM, despite growing ~3x faster than the incumbent.
At the same time, $SOFI expects to add up to $1.0B of TBV this year, which implies a ~30% YoY growth in TBV.
There’s definitely some disconnect here.
4
3
44
In light of
@AndrewDudum
recent political comments, investors quickly forget that $HIMS is such a phenomenal business with so much potential ahead.
I’m here to remind you all of that — here are 10 reasons why I’m bullish on $HIMS
3
7
43
This is probably why $SOFI has been trading flat over the past year…
Shares Outstanding are up 11% YoY
6
5
41
For those who are following $SE, I encourage you to read the first question during the Q&A and how well management responded.
It discusses Shopee’s market share and efficiency gains in Indonesia, where competition is the fiercest.
In short, Shopee is WINNING in Indonesia.
5
2
40
My new
@SeekingAlpha
article just went live.
It is about $GRAB — one of my higher conviction stocks right now. In this article, I discuss 7.5 reasons why I’m bullish on the company.
Hope you enjoyed it and please like and share this post. Thank you!
4
9
40
Here are my 8 reasons why $SOFI is a generational buy.
For the full article, you can read it right here:
2
5
40
Companies like $SOFI and $PLTR shows us that GAAP Net Income profitability is a major positive catalyst. Here’s what they look like on their first trading session as a profitable company
$PLTR +21%
$SOFI +20%
Guess who’s next?
$HIMS
5
2
40
Looks like the markets don’t care about the FTC inquiry, the Hunterbrook short report, or any other negative thing that has tried to bring the company down.
At the end of the day, the fundamentals… the story… will prevail.
Today, $HIMS woke up and chose violence.
+9%
2
2
39
$SE SeaMoney bull thesis in one picture.
SeaMoney has exposure in digital payments, digital lending, and digital insurance, and fintech adoption in Southeast Asia deemed “irreversible”
2
6
37
Some of my holdings are crumbling. Looking forward to adding to my positions at these prices:
$SE $60
$HIMS $17
$MQ $5
3
1
38
$HIMS Institutional ownership continues to build up; smart money definitely taking advantage of the selloff.
Can’t wait for Q3 earnings…
0
4
38
Evolution of $HIMS FY2024 analyst estimates:
In January 2024:
EPS of $(0.06)
Revenue of $1.10B
In July 2024:
EPS of $0.18
Revenue of $1.25B
Expect more upward revisions throughout the year…
1
2
38
Q2 is going to be last quarter of negative growth for $OPEN and then growth is expected to reaccelerate in Q3 (+63% YoY) and Q4 (+74% YoY).
I wonder how the markets will react when the company issues Q3 guidance.
4
5
38
$HIMS Hard Mints seem to be working... giving both patients — and recently, investors — a hard-on…
Sorry, I just had to 🤣
1
3
36
$HIMS competitor Ro “dramatically underestimating” GLP-1 demand.
"We are dramatically underestimating the demand," Ro CEO Zach Reitano says on GLP-1 drugs. "I think we're going to see that demand/supply mismatch for years."
2
8
20
1
6
37
$SE Q4 earnings double beat:
Revenue $3.62B (+4.9% YoY) vs. $3.55B estimates
EPS $(0.19) vs. $(0.28) estimates
Shares +14% in pre-market.
Earnings review coming up.
$SE set to report earnings on Monday.
Here’s how the stock reacts post-earnings over the last 5 quarters:
22’Q3: +36%
22’Q4: +22%
23’Q1: -18%
23’Q2: -29%
23’Q3: -22%
Implied move is at least 15% in either direction.
It’s gonna be wild.
Buckle up.
5
4
31
5
2
37
I have been following $SE for three years now.
This is the first time where CEO Forrest Li took over the earnings call.
The mood and energy during the call really is different (in a good way, of course).
3
4
37
Woke up to a $HIMS earnings beat with the stock up 20% AH.
Goodbye, single-digit days.
1
1
36
I just uploaded a 2-part video on $SE.
You can watch part 1 here:
3
7
34
Here’s my $GRAB one-pager.
Hope you guys liked it. And if you do, please like and repost it. Thank you :)
And in case you missed it, you can read my $GRAB Q2 earnings review article below as well.
Here’s a weekend read for you: my $GRAB Q2 earnings review.
A couple of negatives.
Some positives.
And a lot to look forward to.
Hope you guys enjoyed the article :)
@SeekingAlpha
1
0
10
3
3
35
$AFRM Website Traffic exploded in the last 4 months. Blowout quarter ahead?
3
1
35
As it stands, $HIMS has a Net Loss of $8M in Q3.
We could see GAAP profitability happening in Q4 or Q1.
Excited!
2
2
35
Southeast Asian tech monopolies $SE and $GRAB are up 75% and 11% YTD, respectively. Yet, they are still sitting at their lowest valuation multiples ever since they went public.
Still chronically undervalued IMHO.
11
4
35
My mum told me that she has been spending an excessive amount of time on Shopee Live (sometimes in the middle of the night) and buying unnecessary things, things that she thought she would never ever buy, solely for the sake of entertainment.
This is very bullish for $SE 🤣🤣🤣
7
0
35
Good morning. Here’s my $SE one-pager to start your day.
“At $77, rate cuts, Free Fire India relaunch, and margin expansion due to products like advertising, have not been priced in. Trading at only 3x its Revenue, SE stock still has plenty of upside.”
Hope you guys liked it :)
2
6
35
I'm not gifted.
I'm not smart.
I'm not charismatic.
I'm not entertaining.
I'm not fluent.
And yet... I got 5,000 subscribers who value and support my work.
Incredibly proud of what I have achieved and couldn't be more grateful for my amazing followers :)
On to the next 5,000!
7
0
34
My new $SE article is now live!
In this article, I cover Sea Limited’s Q4 earnings results, outlook, and why I think the stock still has more room to run.
I hope you enjoyed the article — and if you do, please like and retweet this :)
2
5
34
Looks like $OPEN just broke past three major resistance:
1) 50-day SMA
2) 200-day SMA
3) Point-of-control at $2.49 where we see the most volume (red line)
Volume Profile looks really low above $2.50, which means relatively low resistance.
It seems $OPEN is heading back to $5.
2
3
34
My $SOFI Q2 earnings article is now live!
In this article, I highlight 8 reasons why SoFi is a generational buy.
It’s an Editor’s Pick at
@SeekingAlpha
so do check it out!
Also, please like and share this so it can reach more $SOFI bulls out there :)
5
4
34
$HIMS “There’s no such thing as bad publicity” am I right?
Could tank the stock further in the short-term.
Could be a thesis breaker if this intensifies.
Let’s see what
@AndrewDudum
says during the earnings call.
Earnings on Monday.
Could be wild.
6
4
33
Why $GRAB is invincible:
It is the leader in food delivery in all of its operating countries.
4
3
31
Despite its recent run-up, $SE still trades at an EV/Revenue of 2.9x, well below pre-covid levels.
The conglomerate is arguably the strongest it has ever been with all three business units (Shopee, Garena, and SeaMoney) back in growth mode.
Still plenty of upside ahead…
3
1
30
I’m Indonesian — I was rooting for Gojek and Tokopedia.
But when news broke that TikTok intends to acquire 75% of Tokopedia, I went straight bearish on $GOTO
In that same month, I loaded big on $SE and $GRAB — I realized that they have no real competition in SEA after all…
It doesn't cease to amuse me that media outlets group $GRAB $GOTO $SE and Lazada together as if they're all on equal footing
They are not. Not in any remote or conceivable sense
$GOTO's Gojek is as much a competitor to $GRAB as $LYFT is to $UBER (it's basically not a competitor
0
0
12
3
3
31
$SE Shopee Take Rate reached an all-time high of 12.1% in Q2.
Talk about monetization!
2
1
31
$SE set to report earnings on Monday.
Here’s how the stock reacts post-earnings over the last 5 quarters:
22’Q3: +36%
22’Q4: +22%
23’Q1: -18%
23’Q2: -29%
23’Q3: -22%
Implied move is at least 15% in either direction.
It’s gonna be wild.
Buckle up.
5
4
31
A couple of my friends asked me if they should “go all in” on $NVDA.
I asked them why.
They said: “the stock keeps going up and we think it will continue to go up"
I think we’re near the top here….
6
1
30
Just uploaded a new YT video on $SOFI
Hope you guys liked it!
And if you do, don’t forget to like and repost as it really helps with my channel :)
Happy Sunday everyone!
4
0
29
In Q3, Tokopedia GTV contracted by 11% YoY, where as $SE Shopee grew by 5% YoY.
In Q4, Shopee GMV growth accelerated to 29% YoY, which likely meant that Shopee is taking a lot of market share.
That said, I expect further contraction in Tokopedia’s GTV in Q4…
0
5
30
A thread on $OPEN Q4 and FY2021:
Q4 Revenue accelerated to $3.8b, up 1,436%
FY2021 Revenue grew to $8.0b, up 211%
4
3
28
My $SOFI Q1 earnings review article is now live at
@SeekingAlpha
In this article, I talk about SoFi’s Q1 results, marketing efficiency, why the stock sold off, and more.
Hope you guys liked it! Please like and share!
2
2
27
Company culture is such an overlooked component of an investment thesis. Without a strong culture, I wouldn’t be comfortable investing in a company. After all, people is the backbone of financial performance, and ultimately, long-term stock returns. $HIMS is a different breed.
0
3
27
$SE Adjusted EBITDA by segment — all three business units saw sequential improvement.
Most notably, Garena Adjusted EBITDA Margin reached 70%, the highest level in 3 full years.
Garena is back in business baby!
1
3
28
Good morning all.
New YT video for ya’ll today.
A lot of brain cells was needed to make this video.
Help a brother out and please like and repost this.
Much love :)
$SE
2
2
26
Waiting for…
$PYPL for its $META moment
$SOFI for its $AFRM moment
$OPEN for its $CVNA moment
$GRAB for its $UBER moment
3
0
27
If you’re having a hard time weathering the $HIMS sell-off, read this.
My $HIMS Q2 earnings review just went live at
@seekingalpha
Have a read and let me know what you think.
Please like and share this article as well, means a lot to me :)
5
7
66
2
2
28