TSLA▲ 127.2%GOOGL▲ 117.6%BE▲ 35.9%PANW▲ 66.3%LLY▲ 16.4%BABA▲ 28.7%NYT▲ 9.1%AAPL▼ 0.5%NVDA▼ 7.6%EA▲ 1.2%CRM▼ 9.5%MSFT▼ 25.0%PLTR▼ 24.2%LNG▼ 22.1%UBER▼ 13.0%TSLA▲ 127.2%GOOGL▲ 117.6%BE▲ 35.9%PANW▲ 66.3%LLY▲ 16.4%BABA▲ 28.7%NYT▲ 9.1%AAPL▼ 0.5%NVDA▼ 7.6%EA▲ 1.2%CRM▼ 9.5%MSFT▼ 25.0%PLTR▼ 24.2%LNG▼ 22.1%UBER▼ 13.0%
All holdings

Cost Plus Drugs

privateBullish

Cost Plus Drugs is a pharmacy platform offering transparent, low-cost generic prescription medications directly to consumers.costplusdrugs.com ↗

1 take · first discussed Oct 3, 2024

Net conviction
Bullish
Who's weighed in
G
Takes
1
First discussed
Oct 3, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

GGuests
Bullish

Mark Cuban is highly convicted that Cost Plus Drugs is on a hockey-stick growth trajectory by disrupting pharmacy benefit managers with radical price transparency, and that the business will ultimately be highly profitable despite current losses from capital investment in a robotics-driven manufacturing facility.

E198 · Oct 3, 20241 call ↓

The discussion

The sole host perspective on Cost Plus Drugs comes from guest Mark Cuban, who holds a bullish, high-conviction view as of October 2024. He argues the company is on a steep, accelerating growth trajectory by directly disrupting pharmacy benefit managers through radical price transparency. Cuban acknowledges the business is currently unprofitable but attributes this to capital investment in a robotics-driven manufacturing facility, expressing confidence that profitability will follow. No other hosts weighed in, so there is no disagreement or consensus to note beyond Cuban's own framing.

How they got there

GGuests1 mention since Oct 3, 2024
BullishE198Oct 3, 2024⚑

Mark Cuban is highly convicted that Cost Plus Drugs is on a hockey-stick growth trajectory by disrupting pharmacy benefit managers with radical price transparency, and that the business will ultimately be highly profitable despite current losses from capital investment in a robotics-driven manufacturing facility.

Our path is hockey stick, double, triple hockey stick. And so we're taking business from them, and I think the traditional legacy companies in insurance—”1:41:03
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.