TheLAPurchaser
@TheLAPurchaser
Followers
6K
Following
3K
Media
244
Statuses
3K
L/S Equity. Not financial advice.
Los Angeles, CA
Joined April 2020
RT'ing my What's a lie you tell... series Some giggles for the holidays. Merry Christmas ya filthy animals! 🧵👇
7
2
13
What's a lie you tell mgmt? I'll go first... 'We’ve been long time supporters of your story' *has never owned the stock*
0
0
0
What’s a lie mgmt tells you? I’ll go first… ‘Growth will accelerate in the backhalf’
0
0
1
What’s a lie your PM tells you? I’ll go first… ‘We have duration’
0
0
0
What's a lie you tell your PM? I'll go first... 'Yes. I checked the 10K/10Q.'
0
0
1
What's a lie you tell yourself? I'll go first... 'There's a future for me here'
0
0
0
What's a lie the sellside tells you? I'll go first... 'It's a small group mtg'
0
0
0
What's a lie you tell the sellside? I'll go first... Can you get me in the mtg? 'We own the stock'
0
0
0
Pulling disclosures every quarter (Active orders, core v GLP1) as KPIs erode and go negative. Subs disclosure will get pulled next. $HIMS
$HIMS CORE REVENUE GROWTH - SINCE 2024 - In 2024, y/y growth for the core business was >40% each quarter - In 2025, it was initially in the 30% range, but more recently fell to ~20% - Additionally, q/q growth of the core business has slowed from ~10% to flat - We do not know
0
0
31
I giggle when ppl get so worked up over the moves the last 2wks of the year. Either ignore it or lean in. The moves are fake and self correct in Jan.
1
0
46
$NVO is up 12% on sema oral approval? 12% for slightly early approval? lol
2
0
15
I just don’t get it. Somebody help me Why would the FDA approve these compounds without rigorous trials? The whole thing about the MAGA movement has been ‘probably okay’ is not good enough
$HIMS $LLY $NVO 🚨 LAST MONTH, CONGRESSWOMAN DIANA HARSHBARGER (R-TN) ASKED RFK JR. TO UNLEASH PEPTIDES LIKE BPC-157 - 6 specific peptides - BPC-157, CJC-1295, Ipamorlin, Thymosin alpha-1, TB500, GHK-Cu - Experts say regulatory action likely coming soon 👀
9
0
27
The $AMZN NA Retail implications from OAI partnership is v under-appreciated Agent shopping + product breadth + best in class logistics The idea this co was ever going to be an ‘AI loser’ was idiotic Stock acts like a shitco today but eventually mkt will re-rate it higher
5
2
45
$HIMS I say again the data are horrifying November Orders: -18% y/y New orders: -30% y/y Downloads: -27% y/y MAU: -13% y/y
The $HIMS data trends are pretty scary... October Orders: -15% y/y Downloads: -20% y/y MAUs: -8% m/m Peaked in Feb. Has been rolling since...
36
11
244
Dad’s receipts $NVDA --> $MU Might have to hire him for the LAP family office
2
0
35
$MU ~$50 peak EPS?
I've only seen pricing inflect like this twice in my life: 1) Toilet paper during natural disasters 2) PPE during COVID I don't own enough memory
4
2
74
$MDLN Medline IPO was such a gift. Even if you got 0'd. All you had to do was show up today
0
0
16