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$HIMS···bullish· high· postravis hoium

Hims & Hers largest portfolio position: GLP-1 pivot and aggregator model drive 38% growth

Hims & Hers has successfully pivoted from compounded GLP-1s to branded partnerships with Eli Lilly and Novo Nordisk, building a healthcare aggregator platform with 2.9M subscriber…

$ZETA···bullish· high· postravis hoium

Zeta Global compounds at 38% CAGR with Palantir partnership expanding into business intelligence

Zeta Global sustains 38% compound annual growth by expanding from marketing attribution into business intelligence via a Palantir go-to-market partnership, broadening TAM beyond t…

$LYFT···bullish· high· postravis hoium

Lyft trades at 0.9x EV/sales with $1.1B FCF, Waymo partnership and M&A optionality

Lyft generates $1.1B free cash flow against a $5.8B enterprise value (0.9x EV/sales, 5.5x forward FCF) while growing bookings 16% CAGR and riders 12% to 30M+, with autonomous vehi…

$OWLT···bullish· medium· postravis hoium

Owlet's FDA-cleared baby monitor gains Amazon moat as competitors delisted, 30% revenue growth

Owlet holds the only FDA-cleared vital-signs baby monitor on Amazon after a competitor purge effective August 2026, driving 30% revenue growth and 130K Owlet 360 subscribers at $1…

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