Chit Chat Stocks

Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun?

Aug 25, 2024
Paul Cerro, a finance expert from Cedar Grove Capital Management, dives deep into the healthcare industry. He discusses Hims & Hers, examining its innovative approach and regulatory risks. The conversation explores their competitive edge in telehealth and market growth potential. Paul also touches on the broader economic landscape, analyzing trends impacting major retailers like Lululemon and Celsius. His insights highlight opportunities in lesser-known stocks and the importance of long-term optimism in navigating market uncertainties.
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