U.S. Market Community

Summary Platform Play, Not a Pill Company: Hims is building the infrastructure for personalised, direct-to-consumer healthcare across diagnostics, treatment, and prevention, similar to what Amazon did for retail and Spotify for music. Strong Fundamentals with Operating Leverage: The company is growing fast, generating free cash flow, and scaling efficiently, with rising margins, high retention, and zero debt.

Bull Macy’s owns significant real estate that can be sold to provide liquidity, pay down debt, and finance new investments. The firm intends to raise about $600 million-$750 million from real estate sales over the next three years.

Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.

Key Takeaways Google’s dominance in search, and digital advertising industry growth will remain in tact. Cloud computing trends will support Google Cloud revenue growth Alphabet may implement AI slightly slower, but won’t fall behind Current estimates on costs per generative AI query are prohibitive to profitability Until processing power improves and makes generative AI cheaper, Google is unlikely to lose much market share.

Catalysts ◦ Strong position in the GLP-1 drug market , leading with Ozempic for diabetes and Wegovy for obesity. These products have driven significant growth.

Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.

Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.

Catalysts Fiverr International’s introduction of AI-powered tools such as Dynamic Matching and Neo (AI-powered smart matching) is expected to significantly enhance sales and earnings. These tools cater to businesses requiring tailored and complex projects, leading to larger transactions.

As of right now the stock as a current yield of about 2.42%, with a return on equity of about 6.79%. So a bit off of my goals of at least 5% and 10%.