
Gurgen Ayvazyan
@Gugo907
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Following
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I invest in energy, wine, and quality growth. I mainly cover Canadian O&G producers and selected US tech companies. π¦π² π¦π² π¦π² π β½οΈπππΎπ₯π΄πββοΈπ
Los Angeles, CA
Joined April 2013
First off happy weekend and sorry for the lengthy message. I want to thank everyone for your continued support of the work I have shared on X. For the past four years, I have been actively providing oil, gas, and macroeconomic content on X to help investors make decisions,.
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A new proposal from @CMSgov under @DrOz wants to add catheters, ostomy & trach supplies to Medicareβs competitive bidding program. This is a bad idea and will worsen outcomes for seniors & Medicare recipients. My latest in @MedPageToday explains why β¬οΈ
medpagetoday.com
Limiting urological, tracheostomy, and ostomy supply options will do more harm than good
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$PLTR:.β’ $3.4B revenue .β’ $625M profit .β’ 350x Fwd P/E .β’ Market Cap $400B.$UNH:.β’ $423B revenue .β’ $21.3B profit .β’ 14.5x Fwd P/E .β’ Market Cap $219B. Make it make sense. Wall street has lost its damn mind.
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