Brian Birnbaum

The $HIMS bears continue to ignore two important facts: 1. Hims is not even close to a GLP-1 company. This entire thesis is based off of $225m in revenue agains $1.5B total. Shorting them for their GLP-1 “risks” is like shorting Amazon for ripping off generic products. Missing…

The number of people calling the market expensive is starting to make me think the market isn’t expensive. For more than ten years now investors have mistaken PE ratios for valuation. There’s absolutely an interpretive advantage and relatively few have it. It’s harder than…

$AMD at $172 is literally peanuts

Where’s everyone who said the era of US outperformance is over? You were literally everywhere two and three months ago. Almost no one is accountable in this business. Tariffs changed nothing about US dynamism and structural superiority. It’s incredibly humorous to me when…

A fuller answer: quality investors don’t trade on sentiment. In fact they hardly trade at all.

All of these stocks in my portfolio have been huge winners, whether before I owned them or during. This doesn’t represent my whole portfolio, but these are moated companies by any measure. @MorningstarInc gave none but two of the biggest winners in history a moat—and this long…

I couldn’t find less value in @MorningstarInc moat ratings. Out of all my huge winners, Morningstar either assigns no moat or only assigned a moat well beyond the time it was obvious to everyone. Most institutional research is pointless. Read company reports and come to your…

The people who compare today to the dotcom bubble did the same thing in 2021. They will likely be even more wrong than they were then. There’s very little similarity aside from a generational new technology coming to the fore. Far too many investors believe they’re thinking when…

Remember when Buffett allowed pundits to call him a has-been for two years during the latter stages of the dotcom bubble? Many of them back in 2023 were calling for Nvidia to top out as the AI chip cycle peaked around now. Compute needs are only rising from here and will only…

$HIMS on some days, $BN on others.

Insane lack of critical thinking among 90% of the population. Or, politics makes people way too emotional to see clearly. Probably the latter. Both parties have pros and cons. Anyone who doesn’t understand this needs to step back and potentially see a therapist.

Paying off the mortgage is a terrible decision, and you can’t retire on not a million. Don’t be like this guy. Do math.

I think @alc2022 is by far the best stock picker on X.

Don’t be single and looking to marry. Marry when you find the right person.

When opening an equity position, do you size it compared to your net worth or just your equity portfolio?

MAGA just out the controls of the US economy into the hands of someone who can’t do basic math and has driven many businesses into the ground as a result. Amazing how many people were duped by single-issue conspiracy-theory bullshit that is literally insignificant stood next to…

Did anyone see that Trump thinks each interest rate point dropped is $360B saved? He might not know math.

Imagine being short a profitable, one of one company growing at 100% and has extremely polarizing sentiment. It’s not like $SPOT, $AMZN, $PLTR, or any of the world’s best companies exhibited the same features or anything. $HIMS

“I refuse to answer your questions. But I’ll tell you random information that you didn’t ask for.” Literally no one cares about you. Least of all these border patrollers. They’re just doing their job. Some people think they’re actually the main character in a world of 9…

$HIMS roadmap will follow a combination of $NFLX and $UBER, replacing the latter’s transport complications with healthcare’s. What Hims is building is extremely difficult. This is what will make their moat impeachable.