#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis

00:0 True Customer Love and Explosive Growth02:05 - Portfolio update04:09 - Hims: A Case Study in True Customer Love and Explosive Growth07:18 - Defining True Customer Love11:33 - The Future of Hims and Market Dynamics in GLP-1sClarity's Fast-Tracked Approval and Market Response27:06 - Short Selling in CU629:59 - If you want to be valued like a US biotech company, you have to be capitalized like one32:10 - Clarity's FDA trial timeline36:33 - Updates from Nubank and MercadoLibre 40:54 - Customer Love and Explosive Growth44:45 - Identifying Explosive Growth Opportunities52:02 - Influence of Tech Leaders on Market Trends59:30 - Long-Term Perspectives on Semiconductor Growth

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#82: A fresh look at true customer love and explosive growth, HIMS, Clarity Pharma and semis is an episode from Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis.

This episode is 00:35:41 long.

This episode was published on Feb 26, 2025.

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