Seivin @QuantOpen
🇰🇷 SK investor mainly focused on 🇺🇸 US equities (and more) based in 🇫🇷 France. Joined May 2017-
Tweets160
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Followers126
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Following2K
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Likes9K
@wi5050 @ContrarianCurse IMO, Microsoft's biggest mistake was to all-in on OpenAI and not having a stake in Anthropic.
@bruno62814391 @ContrarianCurse I agree with you here. There's ain't no threat to Meta's business in AI. TikTok is still their only biggest threat to this day.
$UNH is such an obvious trade/investment right now.
Seivin retweeted
$HIMS $1B valuation after only ~4 years ✅️ Founder-led & ex-VC ✅️ 9.65% stake ✅️ Bought more shares rcntly ✅️ Very strong growth ✅️ Healthy balance sheet ✅️ The CEO is focused on growing the biz agressively. "$20B is a great target, I think we can go above [...]"
@KreizJordy Well done mate. I made a x2 in a bit less than 2 years (on 500k). I am happy but still there's room for improvement. What strategies did you use to get such results?
@ValueStockGeek Not sure about the unit economics of YouTube and Twitch though.
@RiffRaffInvests @ecommerceshares Thanks for contextualising. It just goes to show that just a great product doesn’t mean a great investment. Esp. at those valuations…
@argosyinvestors @CapitalCap1tal This one was very unpredictable I think. Shein just dominated so suddenly.
@RedDevi52539977 @SamMeciar We got it right apparently 😂
@ZJHoliday investors.forhims.com/financials/sec… No news, no new filing, just a big investor taking gains I think!
@mvcinvesting It's true that EV/Adj. EBITDA could be quite different of an EV/EBITDA valuation but I didn't check out exactly how they reconcile EBITDA & adj. EBITDA. But yeah I understand your viewpoint. Depending on what CAGR you project over the next 5-10 years, it could be cheap or not.
@Drew58298923 I am curious if you have made a valuation on MQ, on what metric do you think it's a deal?
@mvcinvesting On what valuation metric do you think it might be overvalued?
Summary and thoughts about $HIMS 22Q4 earnings reports.
@FinancialFiling @cobracrash Oh sorry misread with Carvana 😂
@IrrationalMrkts Will buy aggressively when obvious from a macro perspective I mean*
@IrrationalMrkts Mostly in cash currently but using buying power to sell a lot of puts on my top 2 convictions (must be stocks with multi-bagger characteristics or I’ll pass, typically strong revenue growth + low valuation multiples). Will buy aggressively only when the opportunity is obvious.
@cobracrash @FinancialFiling Not in a good way he meant, I guess 😅
@RedDevi52539977 @SamMeciar Most likely the stock has more downside than upside potential. I wouldn’t bet on an unprofitable SaaS >16x EV/NTM rev in this unfavourable macroeconomic environment, seems too early. Also how do you value this kind of biz with huge SBC + when dilution will stop? A lot of unknowns
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