Hims & Hers Health

And

guys, this is something that you might not have even considered of why this statement is so poignant.

It's because Ryan himself is a CEO.

This is coming directly from the mouth of a CEO.

And if I can do it, And you can do it.

BM&R, five.

HIMS, five.

This is insane.

Reddit, four.

You know

what a really telling thing about this is, too? They were like...

why are you doing a press junkets as yourself? Because historically for like Borat, every movie, he only did press junkets as the character, but because he directed the movie, he has to hype himself up as the person who is the director.

And it wouldn't make sense to do that as Ali G.

So then he had to kind of drop the, the mask or whatever, like drop the character and be like, Oh no, this is me.

None of them.

Cause you wouldn't bring any of this shit up.

John Cleese fancies himself an intellectual right now.

They're buying a company called Tigris Data for ticker DBX.

Ooh, what's this HIMS and HERS headline? HIMS and HERS benefits adds Groons, Medjet, Tonal, and Viomi for full body health.

Looks like a promotional release.

HIMS shares move on promotional releases, so keep that in mind.

Box partners with NVIDIA to deliver the trusted content layer for Enterprise AI.

Box could be moving on this.

And we're used to seeing him as a side actor.

You know, he is the he is the spice in in a bigger stew usually.

And for him to have a whole movie all to himself where he can really.

really act just really define this character i found it to be moving it is a beautiful tale of new york of course and i know i harp on about that but there is something special about the city and this movie gets that too it's written and directed by noah segan who is he is the guy who pops up in all the ryan johnson movies yeah you know he's been in every

single ryan johnson film yeah yeah

And you can imagine Fibos like that, like really sticky subscription revenues like that, are beautiful businesses because the revenue is very predictable and it's very easy to forecast.

And, you know, HIMSS is doing the same thing that Amazon did.

If you go back and you look at Amazon from like the early 2000s, where Bezos had a very large vision, he could have made the company profitable in the early 2000s.

All he had to do was just cut out his R&D expense, but he didn't want to do that.

He wanted to keep pouring capital back into the business and scale it higher and higher and higher so that ultimately, you know, 15 years later, when the profits did start to show up, they were gigantic, right? And HIMS is doing the same thing.

If you look at their income statement, it's almost the same exact, in fact, it is the same exact situation as Amazon.

They're investing all their capital in R&D and marketing, and they're trying to grow the business as fast as they can.

And then, you know, United Health Group is our third largest company.