In this episode, we dive into Hims & Hers Health ($HIMS), a disruptive telehealth platform transforming healthcare with its direct-to-consumer subscription model. We explore how the company evolved from men's sexual health to a comprehensive platform with 2.2 million subscribers, achieving remarkable 69% revenue growth and its first year of GAAP profitability in 2024.

Learn about their vertical integration strategy, personalization capabilities, and multiple growth vectors that position them for continued success in the massive healthcare market. With innovative technology and a consumer-first approach, Hims & Hers represents a compelling investment opportunity with substantial long-term potential.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com.

Discover why Nu Holdings ($NU), Latin America's largest digital banking platform serving 110 million customers, represents one of the most compelling fintech opportunities globally. From its roots as a Brazilian credit card disruptor to its current position transforming banking across three major markets, Nu has demonstrated exceptional execution while maintaining superior unit economics.

With revenue growing 56% year-over-year to $2.9 billion and ROE reaching 30%, the company has proven its ability to combine hypergrowth with profitability. We dive deep into Nu's massive opportunity in Mexico, where credit card penetration remains at just 12% despite higher GDP per capita than Brazil, and explore how new initiatives like NuCel telecom could expand the company's addressable market.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com

In this episode we dive deep into Meituan ($MPNGF), China's fascinating super-app that's revolutionizing how millions of people interact with local businesses every day. Meituan has evolved into a technology powerhouse processing an astounding 98 million daily delivery orders while investing heavily in autonomous vehicles and drone delivery systems.

Explore how the company combines immediate profitability - with operating profits reaching RMB 13.7 billion last quarter - while pursuing ambitious technological innovations funded by a massive US$10 billion capital raise. We break down why Meituan's expanding network effects, international expansion beginning in Saudi Arabia, and potential transformation of retail through its InstaMart initiative make it a compelling investment opportunity at current valuations.

Questions or feedback? We'd love to hear from you at contactinvestorscompass@gmail.com