DIARY OF A HEDGEYE USER: "Hi, I'm Mark Bunting and I'm Hooked on Hedgeye." (This is an excerpt from a new investing series on Substack written by Mark Bunting. You can read the entire piece here: mbunting.substack.com/p/hi-im-mark-b…) The Greatest Productivity Hack David Salem Salem

$pgny cc @hedgeyehc

I'd say he's hands down our most improved veteran player this year. That's awesome to see given the # of reps this guy has in The Game Tom Tobin

Appreciate the comment. Working hard to connect macro, fundamentals, and price and getting results more often.

I finished building a tracker that shows me individual licensed clinicians at each $ACHC facility each month. Not to brag, but it's "clever" plus the data will be a useful dashboard for the biggest headwinds they face, hiring and retaining staff.

#NoMoat $LLY $NVO $HIMS

Down 12% is not nearly enough of what $MRNA deserves. Keith McCullough

LOL. How much hype can you squeeze into a single drug, $MRNA? Good on FDA too far for even them.

Lol. Like they have a choice? $mrna

This is awesome! Full interview right here. Was a really great chat. I managed to watch before doing our Black Book on E&Ps. Must watch!

Heir Blum Michael A. Blum thinking 1 MILLION views

Ps thread refers to the old wall analyst nonsense where people are virtually disposable.

I'm not claiming to know the right size and time for you, but I am confident this chart means $AMN staffing revenue won't be down next year.

#nomoat

He is kinda right

Phones make us sad