Barclays has HOOD missing last q, so who knows where it goes in the short term into/after earnings.. but I popped my prediction market cherry this weekend, which I expect a bunch of others did too…. I scooped a bunch at $72 but sold at $84…. Hoping for another dip gonna load the fucking boat. HOOD making all the right moves to grow
From AI, but true: "[Mark Cuban Cost Plus Drug Company](https://www.google.com/search?q=Mark+Cuban+Cost+Plus+Drug+Company&rlz=1C5CHFA_enUS1190US1191&oq=why+doesn%27t+cuban+costplus+sell+all+drugs&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIJCAEQIRgKGKABMgkIAhAhGAoYoAEyCQgDECEYChigATIJCAQQIRgKGKABMgkIBRAhGAoYoAHSAQkxMzE0MGowajeoAgiwAgHxBazbCPrA1Xvg&sourceid=chrome&ie=UTF-8&mstk=AUtExfA8BjA4PY8pQKep8O_DL_oCf8vT_nxJ1uWEiGgIGCmmiZUu5iaNQ3hwFJCF8XXtYoGu2MVV-EbMQflFOve8HRupUIyqmWV6_cvxeFuRmMa5GvgDNhhne65SyEOXZVxM7oX2JdHO89pdVccXIMztGsvUOuFVyotVXh7s_SPJJCTOzSJNJqWRHzZJfCsXxIbYm8ZruwpHe1raumDZQmgxYtw7hK5Im294nZ-OFEU0g-MfYwmviGYctnbIBSzM6V2sf_JelXK4Q3g6RZtJ0FoxsClS&csui=3&ved=2ahUKEwiniI6W1ceSAxUMtokEHRCYJ10QgK4QegQIARAB) does not sell all drugs primarily due to pressure from major Pharmacy Benefit Managers (PBMs) that threaten to remove drug manufacturers from their formularies if they work with Cost Plus. Additionally, the company focuses on high-volume generics, struggles to secure contracts for brand-name drugs, and is currently building its own manufacturing and distribution infrastructure. "
If they are able to build their own manufacturing, it will be the death knell for a lot of the inefficiencies currently in the system.
Hmm great q, thought I'd want to jump out the windows more but haven't yet. Last Tuesday to today has been rough, huge positions in unh and shiny metal.