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Hims & Hers (Ticker: $HIMS): The DTC Pharmaceutical Company
An Independent Vertically Integrated Distribution Platform within the Healthcare Industry
Sep 20
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William
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Hims & Hers (Ticker: $HIMS): The DTC Pharmaceutical Company
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July 2024
NEW POSITION: Hims & Hers $HIMS
Hello Paid Subscribers!
Jul 18
•
William
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NEW POSITION: Hims & Hers $HIMS
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4
Kinsale Capital: Q1 Review & IRR Expectations
Reviewing the Past & Predicting the Future
Jul 8
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William
41
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Kinsale Capital: Q1 Review & IRR Expectations
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16
Portfolio Q2'24 Review
Portfolio Review, Watchlist Updates, and Risk Analysis
Jul 1
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William
11
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Portfolio Q2'24 Review
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June 2024
Evolution Gaming Pitch
My Current Investment Analysis & Updated IRR Expectations
Jun 21
•
William
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Evolution Gaming Pitch
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May 2024
Opinion Piece: Why Founders Disproportionately Win Big
P.S. Spirit Airlines, I hate you
May 22
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William
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Opinion Piece: Why Founders Disproportionately Win Big
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April 2024
Kinsale: Built for Efficiency and Profitability
A Purpose Built E&S Insurance Carrier
Apr 28
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William
80
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Kinsale: Built for Efficiency and Profitability
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16
March 2024
Dino Polska: Adding on Weakness
Documenting the Process
Mar 25
•
William
69
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Dino Polska: Adding on Weakness
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Mercado Libre: The Amazon of the Amazon
A Breakdown of a Long-term Winner
Mar 10
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William
36
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Mercado Libre: The Amazon of the Amazon
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February 2024
Expected Values: Valuing Risk/Reward
Incorporating A Statistics Mindset in Investing
Feb 3
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William
12
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Expected Values: Valuing Risk/Reward
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December 2023
Spyrosoft S.A. ($SPR.WA): Consolidating A Large Boring Industry
My Long Thesis: A Boring IT Consolidator
Dec 29, 2023
•
William
12
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Spyrosoft S.A. ($SPR.WA): Consolidating A Large Boring Industry
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2
November 2023
Musings On Corporate Structures
Analyzing Business Growth
Nov 11, 2023
•
William
4
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Musings On Corporate Structures
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