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$PYPL Can someone explain to me how we see EPS decline mid single digit with a 10% share buyback next year?
🚨 $UNH Medicaid margin squeeze boiled down to 3 numbers: 1️⃣ Steady 2% growth (6 yrs) → +12.6% 2️⃣ What actually happened (pandemic cuts & low hikes) → +8.4% 3️⃣ Required in 2027 to catch up → +6.0% 2026’s +6.5% “relief” isn’t a win — it’s just a band-aid. Medical inflation…
Please watch this. This person is a leader in AI. He doesn’t appear to have any concept of human value or worth. He literally wants to wait to have kids until he can put computer chips in their brains. The future is so $&@)’d.
Hers is running 16 different ads in canada about branded GLP-1s. It's interesting, because the patent expires in January 2026. $Hims
$Hims is currently running 4 ads in Canada, all about GLP-1s.
$HIMS Intra-week update at the request of our resident Turtle @compoundturtle_ YOY Change: +13.8% (trending upward) Projected Revenue: 608M (including wholesale - crept into the guidance range) (Q4 shaping up just like a number of us predicted)
$Hims Just finished reading the full text of the proposed SAFE Drugs Act of 2025. Here’s why several demands are unreasonable and pose an existential threat to compounders: 1️⃣ The “20-Copy” Trap (Section 2) The bill replaces the vague “inordinate amounts” rule with a hard cap…
🚨 $Hims is now charging per visit in Canada. ‼️ It seems they copied this from LiveWell. ‼️ Maybe because margins in Canada are smaller, they need to charge a visit fee.
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