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Kd_create Male ID: 182328977
米国株、仮想通貨、投資信託でセミリタイア中
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    Kd_create liked and commented on
    $SoFi Technologies (SOFI.US)$
    The number of shares held by the Vanguard Group increased by +8.7%
    Total number of shares: 90,030,057
    CEO Anthony Noto also bought company shares
    Purchase of 28,775 shares x 6.90 price = 198,548 dollars
    The financial results were good, and I'm looking forward to the future.
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    Kd_create commented on
    $Hims & Hers Health (HIMS.US)$
    The $HIMS weight loss segment began less than a year ago, but it reached an annual execution rate of 0.1 billion dollars the fastest in history and is poised to continue to gain momentum.
    It usually takes 18 to 24 months for a new specialty to gain 0.1 million subscribers. Weight loss reached that milestone in just 7 months.
    Profit margins are improving rapidly, and the company is now becoming an FCF machine. Over the past 2 years, $HIMSAdjusted EBITDA margin increased from -6.6% to 12.5%Well, it showed strong operating leverage. The gross profit margin is 81%, and since marketing is the main operating cost, there is plenty of room for continuous improvement in final profit figures. Last quarter, $HIMS Generated an FCF of 47.6 million dollars, compared to the previous year It increased by 380% and achieved a profit margin of 15%.
    $HIMSFounder and CEO Andrew Dudham is the largest shareholder in this field and a visionaryThis is a certain person. Andrew DudUM is about the presence or absence of insurance...
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    I'm missing out on the rise, maybe this is a place to buy
    I'm missing out on the rise, maybe this is a place to buy
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    $SoFi Technologies (SOFI.US)$
    Type of business and business
    Sophie Technologies is a financial technology company
    ・Personal Loans: We offer various types of loans, such as student loan refinancing, mortgages, personal loans, etc.
    ・Financial instruments transactions: We offer services that enable you to open an investment account and trade stocks, ETFs, etc.
    ・Financial advisory: We provide financial advisory services for individuals and support asset management, retirement plans, etc.
    Main customers
    Sophie Technologies' main customers are individual customers, mainly millennials and Gen Z. These generations tend to prefer digital services over traditional financial institutions, and Sophie Technologies' services are thought to meet their needs.
    Achievements
    Sophie Technologies has been growing rapidly in recent years, and sales are increasing year by year.
    However, competition in the financial industry is intensifying, and improving profit margins has become an issue.
    Furthermore, it has been pointed out that there is a possibility that profits related to loans will decrease due to rising interest rates.
    Future prospects...
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    Kd_create liked and commented on
    $IonQ Inc (IONQ.US)$
    Type of business
    A quantum computing company that develops both hardware and software
    Business content
    ・Development and manufacture of quantum computers: We are developing and manufacturing high-performance quantum computers using a method called the trapped ion method.
    ・Quantum software development: We are developing software and algorithms to make the most of quantum computers.
    ・Cloud services: We provide cloud access to our own quantum computers so that companies and research institutes can use quantum computers.
    ・Partnerships: We have formed partnerships with major companies such as Microsoft and Ford to expand the scope of application of quantum computing.
    Main customers
    ・Large enterprises: Major companies such as Microsoft and Ford that want to utilize quantum computing technology in their products and services
    ・Research institutions: Universities and research institutes that conduct research and development on quantum computing
    ・Startup companies: Develop new products and services utilizing quantum computing technology...
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    $S&P 500 Index (.SPX.US)$ The new wave that comes from market uncertainty that began last week has not healed. There may be days when they fight back, but... I don't think it's time to be impatient and attack bullish
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    $Nu Holdings (NU.US)$
    Brazil's inflation rate remains high at 5.79% in December 2023. This is far above the central bank's target limit of 3.25% ± 1.5%.
    Central banks are implementing interest rate increases to control inflation. Interest rates have been raised 13 times in a row since 2022/3, and the policy interest rate has been raised to 13.25%.
    However, interest rate hikes have also raised concerns about an economic slowdown. How to balance inflation control and economic growth has become an issue for central banks.
    I wonder if it will explode when this inflation is suppressed and interest rate cuts begin.
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    $Hims & Hers Health (HIMS.US)$
    $Eli Lilly and Co (LLY.US)$
    Yesterday $RO Due to the news of GLP-1 drugs,
    $LLY fell 6% and $HIMS fell 7%.
    However, this drug is still in phase 1 testing.
    Probably until it hits the market
    It is said that it will take 5 years or more.
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    $FuboTV (FUBO.US)$
    Type of business
    fuboTV Inc. is a company that provides live streaming services specialized in sports
    Business content
    In addition to conventional TV viewing, various sporting events can be watched in real time via the internet. In particular, it provides rich content centered on popular sports such as soccer, basketball, and baseball
    Main customers
    fuboTV's main customers are fans who watch sports fervently. In particular, there is strong support from people called “cord cutters,” who cancel conventional cable TV contracts and shift to watching via the internet. Furthermore, the younger generation and fans who are passionate about specific sports have also become important customer groups.
    Achievements
    fuboTV's performance is greatly affected by the schedule and popularity of sporting events, and the number of new customers acquired. Demand for sports streaming services has increased in recent years, and the number of the company's subscribers is on the rise. However, there are many challenges, such as fierce competition with competitors and high costs to acquire content.
    Future outlook
    The sports streaming market is now...
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