Creator sentiment
2 creators · 2 views · past 7 days
Updated October 20, 2026
The bull case
- +Healthcare is ripe for disruption because many customers are unhappy with existing providers, creating an opening for a new entrant to gain share.
- +Revenue is growing rapidly (40% to $753 million) and membership is approaching 3 million, with international expansion growing 17x after the Eucalyptus acquisition.
- +Management forecasts $6.5 billion in revenue and $1.3 billion in adjusted EBITDA over the next four years, more than doubling current revenue.
- +Positive cash flow from operations for multiple consecutive years reduces the risk of needing to raise capital out of desperation.
- +It is disrupting healthcare by making access easier via app-based consultations and cash-pay prescriptions.
- +Revenue has compounded at a 60% CAGR since 2020, with guidance for 50%+ growth and a habit of beating guidance.
- +It can become a central AI-powered repository for health questions, leveraging user data and devices.
- +Its aggregation of 3 million customers makes it a valuable distribution partner, as shown by the Novo Nordisk deal.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Healthcare is ripe for disruption because many customers are unhappy with existing providers, creating an opening for a new entrant to gain share. · Revenue is growing rapidly (40% to $753 million) and membership is approaching 3 million, with international expansion growing 17x after the Eucalyptus acquisition. · Management forecasts $6.5 billion in revenue and $1.3 billion in adjusted EBITDA over the next four years, more than doubling current revenue. · Positive cash flow from operations for multiple consecutive years reduces the risk of needing to raise capital out of desperation.
📹 4 Stocks to Buy Now and Hold for the Next Decade
It is disrupting healthcare by making access easier via app-based consultations and cash-pay prescriptions. · Revenue has compounded at a 60% CAGR since 2020, with guidance for 50%+ growth and a habit of beating guidance. · It can become a central AI-powered repository for health questions, leveraging user data and devices. · Its aggregation of 3 million customers makes it a valuable distribution partner, as shown by the Novo Nordisk deal.