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Jack Burgess's avatar

Thanks for the comparison, very helpful.

I noticed that 20% of their revenue is strangely from a seperate PDF document SaaS company called WorkkSimpli , which seems it could split their focus on execution 🤔

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Jack Burgess's avatar

Follow up: Seems it's run and managed seperately. Still, a bit odd. Cash flow +ve for them though, so likely not too bad.

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Bryan Thompson's avatar

Lot of great content here!

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V3's avatar

And as it relates to COST and HIMS, totally manageable, targeted SKU count. Wait till HIMS sells memberships like COST and Amazon Prime.

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Jorge's avatar

Puedes darnos los vínculos de los artículos de los alumnos para echarlos un vistazo? Gracias Antonio por tus detallados análisis

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V3's avatar

Now you can checkout AFRM…you’re welcome

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V3's avatar

And I bought PLTR at the IPO and in the $6s

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