Misunderstood Multibaggers (@meeijer)

My Deep Dive into $BZAI — The Company Bringing AI to the Edge This is the second part of my series, Misunderstood Baggers, enjoy!...

My 3-year bear, base, and bull case for these 10 stocks assuming no further dilution or buybacks are issued (A thread 🧵): 1) $HIMS | Hims&Hers Base case: Revenue CAGR through 2028: 30% Expected revenue FY2025: $2.35B Revenue FY2028: $5.16B EBITDA margin FY2028: 22% EBITDA FY2028: 1.135B Multiple:...

On Monday, $HIMS was vaguely accused of using “illicit” Chinese ingredients. Here's my whole take on the “fallout” between $HIMS and $NVO:...

Over the past few weeks, $SOFI has consistently shown up on my radar, so I took a deep dive into the company. Here’s my investment thesis and why I believe $SOFI is a no-brainer buy at current levels:...

20 stocks to buy and… hold for decades. 1) $HIMS | Hims&Hers Type of company: hyper-growth Description: $HIMS is a telehealth platform offering accessible, personalized healthcare solutions for various conditions. Why is $HIMS a great hold during the next decade? • TAM will continue to experien...