FinTwit sentiment for almost everything
When the price is up: "Yea exactly, the market is right. Definitely makes sense."
When the price is down: "Market is wrong! It's these stupid shorts and Jane Street trying to tear it all down! You just don't get it dude! Manipulation!"
$REAL blew past estimates! +6% right now
People really do not understand the tailwinds with this trend and why $REAL is best positioned for.
$REAL is www.cedargrovecm.com 's 2nd largest position.
Factoring ~200bps of margin improvement in 2026 w/ growth just under GMV growth
"Unfortunately, raising taxes and cutting spending, the most straightforward solutions, are not politically palatable."
26.02.2026 15:57 — 👍 2 🔁 0 💬 0 📌 0
Thought this was interesting
Gross public debt-to-GDP ratios rose 42% on average in most recent global 2024 IMF data and now exceed 100% in seven of 10 developed markets
Tender offer going through by WHP for $LE shares at $45/share
By the end of the buying, WHP will own 7% of $LE
Remember, all you need is just ONE good idea to pay for a research services annual cost
To anyone that went in and tendered, congrats 🎉
Quite frustrating when you're looking at a company's adjusted EBITDA add-backs and they keep expensing things as if it's a "one-time charge" even though it keeps showing up quarter after quarter after quarter
Clearly, it's not a one-time expense!
Could make the argument!
21.02.2026 16:24 — 👍 0 🔁 0 💬 0 📌 0
A study done by Voy regarding weight loss outcomes from those who use digital health support
At every check-in, for those who were engaged, patients lost MORE weight than those who were not engaged. Supporting the role that weight loss support providers play in patient outcomes $WW
$EVLV is interesting because it seems like every week you get some type of deal or article highlighting a new deal/client or upgrade and yet this thing continues to dump
20.02.2026 19:40 — 👍 1 🔁 0 💬 0 📌 0
Great article on the case of why we actually **don't** have a housing problem
ofdollarsanddata.com/does-the-us-...
This trade is in the restaurant space, and after stock prices in the industry were hammered last year, it looks like sharks are starting to circle stable, asset-light businesses while valuations are depressed.
See which one we're talking about in the note below that could lead to a bidding war.
Yesterday, we released a quick special situation trade based on one of our six investment themes for 2026.
1/2
www.cedargroveresearch.com/p/quick-spec...
More lawsuits in the compounded oral world of GLP-1s
White-label telehealth provider, pharmacy sued over 'snake oil' compounded oral GLP-1
www.linkedin.com/redir/redire...
12.02.2026 12:59 —
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One could argue that if $WW stabilizes, a re-rating could move to the base case from the bull case
11.02.2026 12:54 — 👍 0 🔁 0 💬 0 📌 0Something came up - need to cancel. Will do another day
10.02.2026 18:10 — 👍 1 🔁 0 💬 0 📌 0
Set a reminder for my upcoming Space on $HIMS
x.com/i/spaces/1vA...
As much as I want them to go that far, I also don't think they will. They'll eventually settle something but it will still be very crippling to HIMS now that it has to worry about $1 billion of debt
09.02.2026 21:51 — 👍 1 🔁 0 💬 1 📌 0
Since $NVO has decided to sue $HIMS, and I'm sure people are too lazy to click on things, here's the page from our March 3rd report explaining treble damages
09.02.2026 20:08 — 👍 4 🔁 0 💬 1 📌 0
BofA lowers $HIMS PT to $13
09.02.2026 20:07 — 👍 2 🔁 0 💬 0 📌 0
Scott Gottlieb, former FDA commissioner, says Hims & Hers ( $HIMS) could face serious regulatory consequences after the company attempted to sell an unapproved oral GLP-1
09.02.2026 20:06 — 👍 1 🔁 0 💬 0 📌 0
This morning, we released an updated note on $HIMS after the drama that happened over Friday and the weekend.
In this note, we break down how the FDA could do it and the downside could be >80% from Friday's close.
$NVO has also sued HIMS this morning.
www.cedargroveresearch.com/p/hims-napol...
Tommorrow. 7am EST.
$HIMS: Napoleon Watches Moscow Burn
www.cedargroveresearch.com
I'm going to do my best to release our next $HIMS report either tomorrow morning or, as a fallback, before overnight trading kicks off.
Some new developments occurred earlier this afternoon, which changed some of the unknowns.
Get it in the usual place
www.cedargroveresearch.com
Have a listen below for free, and see why within 24hours, it all made sense.
www.cedargroveresearch.com/p/ic-9-talki...
On Wednesday, we released our new podcast episode with Dr. Ashwin to discuss telehealth and $HIMS
The timing couldn't have been more perfect. We talked
➡️ The issues with their GRAIL test
➡️ The dark side of lab tests and telehealth in general
➡️ The SNAC patent (perfectly timed)
➡️ And much more
The disgusting thing about the recent $HIMS drawdown is that all the pumpers of the name are making jokes in order to cope with how wrong they were/are with no remorse for influencing naive retail traders to go down with the ship alongside them.
Once garbage, always garbage.
The $QQQ and $SPY are only down less than 5% and 2% over the last week but according to most on FinTwit, you think we all just entered nuclear Armageddon.
04.02.2026 19:06 — 👍 2 🔁 1 💬 1 📌 0
This morning, we released our recent note on a special situation trade regarding Abivax $ABVX and the rumors around a potential buyout.
The company has a stellar, de-risked drug asset, and we think the downside is limited.
See why we're optimistic below
www.cedargroveresearch.com/p/special-si...
This morning, I sent out my conversation with Ashwin where we talk about telehealth and $HIMS specifically
Perfect timing, too, because we go into
➡️ GRAIL cancer screening
➡️ Telehealth's future
➡️ The dark side of telehealth
➡️ $HIMS treatment offerings
www.cedargroveresearch.com/p/ic-9-talki...
