Not admitted · Not a forecast
Rules 1.1.0 · as of 14 Sep 2026
Owen Scott Muir · Said 22 Jul 2022 · owen-0083
Quote
Not a forecast
“Honestly, LifeStance investors, really? I don’t have any money and I’m still buying put options on this roll up with zero market strategy. You are aware that every clinician can make more money elsewhere the next day, right?”
Market-cap comparison of 'BS companies' vs 'Real Companies'. LifeStance (a behavioral-health roll-up) is the first 'BS company'; the author says he is buying put options on it because clinicians can leave for better pay at any time.
Descriptive, retrospective, or a statement of preference; no future state asserted.