🚨 HEDGE FUND MANAGER IMRAN KHAN BOUGHT MORE $HIMS AT ITS MOST HATED MOMENT --- HERE'S WHY Before founding Proem Asset Management, Imran was chief strategy officer at Snap (leading the IPO, scaling revenue from $0 to $700M in 30 months); earlier he helped lead Alibaba's record $25B IPO at Credit Suisse Thanks to @dottkhan for coming on the show! 02:07 - Conviction to double down on Hims 04:32 - How being an operator reshaped his investing 06:51 - Inside the Proem portfolio 09:38 - The bull case for Hims 14:15 - Why founder focus matters 15:45 - Execution is the whole bear case 17:45 - The LTV and CAC flywheel 21:56 - The risk of hiring big-company execs 27:03 - Is the pace of product development too slow? 29:51 - Let the numbers speak 31:10 - Gross margins heading the wrong way? 32:59 - What SpaceX's IPO does to markets 35:33 - Software versus semis in the AI cycle 38:51 - Duolingo as a learning social network 42:45 - Buybacks and why insider buys don't excite him 44:28 - Why memory names may go higher 45:23 - The value of sell-side research 48:31 - Why he loves being an investor (and spectating) 50:55 - Managing risk and avoiding leverage 52:26 - Leverage, 24/7 markets, and closing advice Not financial, legal, or medical advice

🚨 HEDGE FUND MANAGER IMRAN KHAN BOUGHT MORE $HIMS AT ITS MOST HATED MOMENT --- HERE'S WHY Before founding Proem Asset Management, Imran was chief strategy officer at Snap (leading the IPO, scaling revenue from $0 to $700M in 30 months); earlier he helped lead Alibaba's record $25B IPO at Credit Suisse Thanks to @dottkhan for coming on the show! 02:07 - Conviction to double down on Hims 04:32 - How being an operator reshaped his investing 06:51 - Inside the Proem portfolio 09:38 - The bull case for Hims 14:15 - Why founder focus matters 15:45 - Execution is the whole bear case 17:45 - The LTV and CAC flywheel 21:56 - The risk of hiring big-company execs 27:03 - Is the pace of product development too slow? 29:51 - Let the numbers speak 31:10 - Gross margins heading the wrong way? 32:59 - What SpaceX's IPO does to markets 35:33 - Software versus semis in the AI cycle 38:51 - Duolingo as a learning social network 42:45 - Buybacks and why insider buys don't excite him 44:28 - Why memory names may go higher 45:23 - The value of sell-side research 48:31 - Why he loves being an investor (and spectating) 50:55 - Managing risk and avoiding leverage 52:26 - Leverage, 24/7 markets, and closing advice Not financial, legal, or medical advice

👁️'s monica! oh my darlin! 4 thirsty 👄 of mine 🫵r 💋 mad promises tak me me me xtinguish 🫀🧠's firin mber roses mbrac such way fire body cools off BLD din din 🫵 DN's proem poem's payof 👁️ only hyme chasm feel wholesome homely alongsome eyegasm jasm fantasm favism awesom...

👁️'s monica! oh my darlin! 4 thirsty 👄 of mine 🫵r 💋 mad promises tak me me me xtinguish 🫀🧠's firin mber roses mbrac such way fire body cools off BLD din din 🫵 DN's proem poem's payof 👁️ only hyme chasm feel wholesome homely alongsome eyegasm jasm fantasm favism awesom...

Two things must be true given the narrative: the Cyclops (Poseidon’s vengeance) and the cattle (the proem). The rest…?

She was so used to being slandered and reproved, to being chidden and rebuked by the world for grace and virtue with which she was endued through the strength of the Holy Ghost, that it was to her, in a manner, solace and comfort when she suffered any disease for the love of God and for the grace that God wrought in her. For ever the more slander and reproof that she suffered, the more she increased in grace, and in devotion of holy meditation, of high contemplation, and of wonderful speeches and dalliance, which Our Lord spake and conveyed to her soul, teaching her how she should be despised for His love, how she should have patience, setting all her trust, all her love and all her affection in Him only. (Proem)

OBVIA SIGNIS SIGNA: A SIGNATURE IN THE PROEM TO LUCAN’S BELLVM CIVILE? | The Classical Quarterly | Cambridge Core cambridge.org/core/journals/…

🚨 BIG NEWS IMRAN KHAN (@DOTTKHAN) JOINS THE $HIMS HOUSE PODCAST TOMORROW -- POD DROPS ON MONDAY HE OWNS 110K SHARES OF $HIMS AS OF Q1 > Founder & CIO of Proem Asset Management -- long / short hedge fund > Former Chief Strategy Officer at $SNAP > Helped lead Snap's 2017 IPO > Helped grow Snap revenue from $0 to $700M in 30 months > Helped secure Alibaba's $200M investment in Snap in 2015 > Helped raise another $1.8B for Snap in 2016 > Former Global Head of Internet Investment Banking at Credit Suisse > Played a leading role in Alibaba's $25B IPO > Worked on IPOs including Groupon, GoDaddy, Box, and more > Former Head of Global Internet & U.S. Entertainment Equity Research at JPMorgan > One of JPMorgan's youngest managing directors at age 29 > Board member at $ZETA

No black person should bring a knife to a tracke meet. Proem solved.

Recently published and free to read: OBVIA SIGNIS SIGNA: A SIGNATURE IN THE PROEM TO LUCAN’S BELLVM CIVILE? by Kenneth Draper (Indiana University) | The Classical Quarterly | Cambridge Core - cup.org/4xkrLr3

Following an earlier incident of a signal proem near Prospect Park, Manhattan bound B and Q trains has resumed with delays.

Following an earlier incident of a train that was removed from service due to a door proem at Court Sq, G trains are running with delays.

Temos o prazer de anunciar que Cláudio Barcelos de Barcellos, mais conhecido como Caco Barcellos, uma personalidade proeminente da mídia brasileira, concedeu uma entrevista à imprensa hoje em Teerã ao porta-voz do Ministério das Relações Exteriores da República Islâmica do Irã. Do nosso ponto de vista, fornecer informações precisas e de primeira mão ao querido povo brasileiro é importante, e estamos seriamente empenhados nesse sentido.

C'est là le proem bientôt tu verras les maisons de disques ils vont pas signer les humains mais plutôt des IA a eux... Tu me donneras raison un jour sur ça

China AI corner at SuperAI’s welcoming drinks for speakers. @StepFun_ai @tencentcloud @Zai_org and of course AI Proem :p #ChinaAI @superai_conf

Belated publishing of my episode on AI Proem w/ @Gracemzshao tphuang.substack.com/p/my-ep… We had a really nice discussion on all things AI, EVs, semi and robotics related. I actually don't get to normally cover so many tech areas, so it was nice to do this.