Just wanted to take the time to thank all the new followers I’ve gained recently! 🤯
Thanks for joining the journey 🙏🏽
& to those who’ve been around for a while, you’re greatly appreciated 🫡
Here’s what to expect from me moving forward:
Breaking news & perspective on
If you know nothing about $SOFI read this.
I’ve spent the entire day looking into the bank of the future & I’m glad I did.
Wall St is sleeping on this one & must’ve forgot about the guidance that they put out in Q4
I’ll briefly go over their business model, key metrics,
@PicturesFoIder
I mean if it turns out that there’s a body on that pistol they’re gonna want as much info as they can get.
Investigating is kind of part of their job.
Don’t want to be asked questions don’t talk to cops.
If you know nothing about $HIMS read this.
Here’s my bullish stance on Hims & why I’m buying this company aggressively now!
IMO what $TSLA is to auto is what $HIMS is to healthcare.
I’ll briefly go over business model, key metrics, competition, moat, & finances
Let's dig in!
BREAKING: Celsius $CELH will amend distribution agreement with Pepsi $PEP
New agreement will increase Pepsi’s targeted margins & encourage Pepsi to increase Celsius’ sales.
Celsius is likely reducing profitably for an acceleration revenue growth.
$CELH -8% today
Made a lot of moves today.
I sold $META $ELF & $AMZN for about $3,600
I bought more $TSLA $PLTR $HIMS $CELH $SOFI $FUBO with the money.
Transaction details & perspective below
What did I sell?
$META
I bought my $META shares May-Jun’23 for a total of $1,039
Today I sold
~ $HIMS S.W.O.T Analysis ~
I believe that you can tell a lot about a businessman by looking at their SWOT analysis. Here’s mine on one of my favorite companies in the market today.
I tried not to double up any bullets, ie., “it’s a strength but also a weakness.”
I wanted to
I’ve only bought $HIMS 3 times since Q1 of this year.
1) May during the CEO tweet dip
2) August during the $LLY customer inquiry & Zepbound discount
3) & now today during the ending of the Tirzepatide shortage
As long as the thesis remains, this baby is a buy… $HIMS is
Every new $HIMS investor needs to understand something very important when it comes to holding this company.
Many have poured into the stock because of the GLP1 (Ozempic) buzz earlier this year.
When Hims announced GLP1 access in May, this company went from $3.4B to $5.3B in
$HIMS CEO expects to capture tens of millions of subscribers from the 100M potential customers that the company targets....
$HIMS only has 1.7M subs.
Buy, hold, & enjoy the show!
We’re Profitable!
As a $HIMS shareholder I’m going to sleep like a baby tonight!
$HIMS just reported their Q4 earnings!
Here’s my key takeaways from the report:
IMO $HIMS is easily a 10X opportunity!
They’ve been consistently executing beautifully & the stars are beginning to align.
Here’s 5 reasons why I’ll own Hims for years:
Let’s dig in!
If you don’t know anything about $HIMS read the comment below.
1) Hims
@streetfighthard
Buddy didn't have to go any further.
Potentially catching a charge from the damage wasn't worth it.
Him stumbling off wouldn't have made him any less victorious.
BREAKING: Eli Lilly’s $LLY Tirzepatide, sold as Mounjaro for diabetes & Zepbound for weight management, is no longer in shortage.
$HIMS down 10% after hours
Last I checked, Hims doesn’t sell Tirzepatide, they only plan to introduce it soon, based on last earnings.
@StockMKTNewz
$AAPL is expected to make $396B in 2024.
Adding $1.05B - $1.4B to their income statement isn’t moving the needle that much.
Apple Vision SE might tho 👀
$HIMS is a 10X opportunity - at minimum.
$HIMS currently has 1.5M subscribers.
The company envisions tens of millions subscribers as they develop health solutions that help 100M people.
BREAKING: $HIMS offering access to GLP-1 injections for 50% off ($99/mo) to U.S. Military, Veterans, Teachers, Nurses, & 1st Responders.
Based on self-reported data from approximately 12k customers subscribed to a comprehensive Hims weight loss offering, customers report having
So this morning a very negative Motley Fool article came out regarding $HIMS written by
@moneyballinvest
As a big $HIMS bull I want to add some context to all of the bear points in this article.
There were 8 points that I noted.
#1
Telehealth isn’t booming like it was in the
9 reasons why I choose $HIMS over $TDOC
1) $HIMS costs are growing slower than $TDOC
2) $HIMS is now profitable, $TDOC is not
3) $HIMS revenue is expected to grow 41% in Q1, $TDOC is expected to grow 3%
4) $HIMS now has 54% of new market share b/t primary telehealth
$HIMS is closely approaching the +200% YTD club.
It’s amazing how this stock has been performing, yet Wall St doesn’t really notice.
This is your reminder that there are other gems out there outside of $NVDA
Alright! So I unplugged for an end of summer vacay & I came back to $HIMS being nowhere near where I left it.
My last post on X was July 17th $HIMS was at $22, in the past week I had to come to terms that $HIMS is now trading at $16 (now $14s)
Which is a great way to come
BREAKING: $HIMS just announced on their Instagram account that they’re releasing a new 2-in-1 pill: Sex Rx + Hair Hero
This new release targets hair loss & ED.
It includes Tadalafil (improves blood flow) + Minoxidil (hair growth)
Bought $HIMS today for the first time since it was in the $11s
I’m truly not worried about the trajectory of this company.
GLP-1 only made up 6% of $HIMS total revenue growth with other health categories outside of weight loss that have yet to be addressed.
The company has
I'm just saying, $HIMS is
#1
position in a portfolio material.
The execution, TAM, & disruption that this company holds....
This stock will be a life changer over the next few years!
*Bookmarking*
$HIMS grew revenue by 46% last quarter — without GLP-1
Looking forward to what they’ve spent on marketing this quarter now that they’re looking to push the brand more aggressively since Q1.
Bullish af for Q2 😎 $30 coming soon
$HIMS just reported their Q1 numbers
As I expected, they proved why this isn’t the company ppl should be shorting, especially over some personal tweets.
Here’s my key takeaways from the report:
~Expectations~
EPS:
Actual: $0.05
Expected: $0.01
Revenue:
Actual: $278M
$HIMS CEO,
@AndrewDudum
, sold his shares yesterday through a 10b5-1 plan initiated in Nov 2023
For those who don’t know, a 10b5-1 plan is when a major shareholder is obligated to sell a predetermined amount of shares at a predetermined date to avoid insider selling activity.
Idk much about charting..
But seeing this trend with $HIMS from Oct '23 - Oct '24 makes me very excited to see where we'll be Oct '25
-EOY rally incoming
-Rate cuts incoming
-Profitability & product acceleration incoming (503B facility)
Ignore at your own risk.
$HIMS selling off hard today because the CEO sold about $4.8M of shares yesterday.
He also picked up about $459k worth of shares through a 10b5-1 plan.
$HIMS down 5% today
Got a chance to take a look at $HIMS Q2 earnings last night at about midnight… My goodness
This is a WAYY better company than when I started buying it in the $8s
More subs
More revenue growth
Larger Avg Order Value
More ARPU
Better Cash v Ttl Liabilities profile
Time to add?
$HIMS can run up as much as it wants.
No way I'm selling before I get some clarity on how GLP-1 has impacted fundamentals.
Great companies are supposed to outperform.
Call me crazy, but I’m pretty sure $FUBO will report profitability by Q1 2025
Here’s Why
Net Loss:
Q3 2023: -$84.4M
Q4 2023: -$71.0M / -15% / -$13.4M
Q1 2024: -$56.3M / -20% / -$14.7M
Q2 2024: -$25.8M / -54% / -$30.5M
The avg decline is -30% QoQ
Not only is that 3
Spent majority of this weekend writing up a very detailed $HIMS SWOT analysis.
I figured there's some new topics to address since my last long Hims post like Amazon pharmacy, GLP-1, shortages, social media controversy, etc.
I'm posting the SWOT tomorrow at 10am ET
I’m just saying.. $HIMS is down 40% in a little over 2mo due to FUD surrounding a product that contributes to only 6% of it’s revenue growth.
🤌🏽 I’m bout to fug around & do a yard sale just to take advantage of this discount.
We were growing before GLP1
You know how roaches scatter when you turn on lights?
That’s what it’s felt like ever since $FUBO has been shedding light on the Sports Cartel’s foul play.
As far as I know, since CEO
@davidgandler
announced that he would be suing Disney $DIS, Warner Bros $WBD, & $FOX for
$HIMS just introduced GLP-1 injections on their website for weight loss customers, marking a significant milestone for the company & its investors.
This move positions Hims to tap into the rapidly growing market for GLP-1 meds, like Ozempic & Wegovy, which have seen a surge in
Ya know.. $HIMS really didn't have to show mercy the way that they did selling GLP-1 at a 89% discount like that.
They could've sold it for $500 instead $200 & still offered an amazing discount.
$HIMS just introduced GLP-1 injections on their website for weight loss customers, marking a significant milestone for the company & its investors.
This move positions Hims to tap into the rapidly growing market for GLP-1 meds, like Ozempic & Wegovy, which have seen a surge in