Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun?
Chit Chat Stocks
Intro
In this chapter, host Brett introduces a special guest from Cedar Grove Capital Management, who shares their expertise in consumer retail and tech investments. The discussion prepares listeners for an analysis of promising stock opportunities, including Hims and Hers.
The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss:
(04:44) Hims & Hers: Flying Too Close to the Sun
(11:58) The Risk of Regulation in the Healthcare Space
(17:08) The Value Proposition of Hims & Hers in the Healthcare Industry
(23:55) Hims & Hers' Competitive Advantage in Telehealth
(33:34) Earnings Reports and Future Growth Potential
(35:52) Navigating Uncertainty and Understanding Market Indicators
(38:56) The Challenges and Opportunities for Lululemon and Celsius
(42:28) Finding Hidden Gems in Less-Covered Names
(45:53) The Value of Long-Term Optimism in Investing
Follow Paul on Twitter/X: https://x.com/paulcerro Paul's Substack: https://www.cedargrovecm.com/ Tickers discussed: HIMS, LULU, CELH, AAPL ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks Follow us on Twitter/X: https://twitter.com/chitchatstocks Follow us on Substack: https://chitchatstocks.substack.com/ ********************************************************************* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat ********************************************************************* Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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