1. $Hims & Hers Health Inc.(HIMS)$
What is the superpower of Hims & Hers?
It's the aggregator of demand in healthcare. CVS doesn't "own" demand. Your doctor doesn't have power over pharma companies.
Hims & Hers can pull together the demand of millions of people to make the experience better!
Disney is spending $60 billion over a decade to expand parks and experiences.
But this brand new theme park in Abu Dhabi will require ZERO capital. It's entirely upside for Disney.
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