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3X upside is well worth the risk. No one is saying that if competition starts becoming a concern you can't sell. Each piece of statistical data point described in this video refutes the concerns presented at the end. I'm in until management fails to meet expectations.
ОтветитьI've been making the same argument against HIMS for years now but I've actually come around to it recently. Mainly, the threat of competition with cheaper options has been around for quite a while now (CostPlus, Amazon Pharmacy, GoodRX, etc) yet they've still grown subscribers and market share in a tough rate environment to boot.
I also think the HIMS process is the most convenient out of all other options if you don't already have a prescription since you just log in to an all-text chat room with a doctor and you get an order done that day. All the friction of having to schedule an appointment with a doctor and having a face to face discussion about a potentially embarrassing ailment is no longer there and I think that's their understated moat.
I took a position of 3000 shares at a $7 avg which has worked out so far. I won't be adding more and I don't think it's a 100 bagger either but I also think it can still run much higher from here until they're truly threatened by a competitor. By then, the signs will be there and I'll start trimming.
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Ответитьthis video only made me more bullish kkowing most of thr concern are addressed. Aside from customer review, i dont know if thats just loud minority sample size or true reflection of the user experience
GP:
Very few people actually understand the product markups.
Competition:
HIMS already has 3 compeitiors that are identical yet they continue to gro 50%
diversification:
as stated they should evolve business value in order to not grt disrupted. they are building platform collecting data profitability.
Good video. If anything I am all the more bullish on HIMS after this video. Whether it does 100X isnt important. The important thing at present is they are focused, growing very well, their runway is incredibly promising. Also, one aspect you didnt touch upon is I am not too sure the old fashioned health solutions (aka insurance, deductible, copays...) may be disrupted by next generations who rely much more on their phones, and would like everything being easy and personable. I am very bullish on HIMS. At least for the next 2-3 yrs it is a very promising stock, and.... still cheappppp.
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ОтветитьWhat does this company do that truly adds value and will be hard to disrupt? Its basically a website for easy access to ED meds, anxiety/depression meds, etc. Any telehealth company could easily disrupt. I think they did a good job with branding but there is no way those margins last.
ОтветитьOne could say McDonald's "only sells hamburgers and anyone could do that" yet they built an empire 🤷♂️
ОтветитьThank you.
ОтветитьHIMS is an interesting company. I think it's a stretch to say they're a telehealth company or provide personalized medicine. I see them as providing streamlined access to desirable treatments for awkward ailments (ED, dermatology, weight loss). There's definitely a market for it and their results are proof of that, but as there's no real moat the potential upside seems capped.
ОтветитьWho can stop Amazon or any other pharmacy giant to replicate this model. I used to have this stock and this exact reason made me uncomfortable. I don’t own it anymore
ОтветитьHey, I tweeted you and asked for this video and I got it!!! I will say as a pharmacist people don't understand how cheap these generic drugs and how insane the mark up is at most pharmacies. Very few price fairly.
ОтветитьDidn't Amazon consider entering the telehealth / pharmacy space then ultimately back out? Perhaps I'm misremembering. If so could be a good sign for HIMS that it's not so easy of a space to enter.
ОтветитьPersonalized drug is more than just dosage, also composition.
ОтветитьThanks for the shout out, friend!
ОтветитьMoat ?
ОтветитьI wouldn’t like Management hyping up investment theses that call for 100x..
ОтветитьMeanwhile, insiders are selling millions of USD in stock, so much for 80+% margins and 100-baggers...
ОтветитьYou were very bearish on HIMS in your previous video and are now still casting doubt on their business model, even though they've been executing and performing exceptionally well in the last quarters. I've been a HIMS shareholder for two years and i am absolutely convinced that this stock is one of the biggest winners long term. Never been happier. Sometimes you don't need to invent a revolutionized product to succeed, sometimes you just need to perform an old trick better than others do.
ОтветитьThey are not marking up high prices, their high margin is due to efficient operations and even with much cheaper prices as compared to physical pharmacies. They can do this because of vertical integration.
Ответить280b Market cap!? I hope you're right
ОтветитьYou nailed it with regard to the non-existent moat. "Personalized" -- That's like if the owner of a barber shop said they can't be disrupted because the haircuts they offer are personalized. So what? Anyone could copy your playbook play-for-play. Great call you made there.
ОтветитьI am a semi bald man, fighting hard to keep remaining hair. Mostly these guys sell rogaine and propecia rebranded as HIMS at extravagant price. I get 180 day supply of rogaine at 1/6th cost in costco and even propecia at 1/10th cost in costco.
ОтветитьGood points
ОтветитьI would simply not bet against HIMS & HERS...
ОтветитьCan you cover oddity? $odd
ОтветитьThe numbers obviously look great...Sex sells. But they are really bad email spammers though...They send me like 2 emails per day, peddling their products (I never signed up for anything with them). I typically just mass delete my spam emails because I don't have the time to unsubscribe to each one, but finally did so with this one. I guess whatever they're doing (incl. the spamming) is working for them right now.
ОтветитьI agree Its a Young company, and the future Can be bright or… 😅
But renember they do have cost advantage by NOT working with insurance.
@unrivaled @unrivaledinvesting
Can you go over TDOC big download numbers? Thanks!
You don’t reject investing a stock simply because it can’t grow 100x in the next 10 years. Hims definitely can grow 5x in the next 5 years and therefore a buy for me.
Ответить$HIMS, $MTTR, $ABCL and $OLPX are some of the most undervalued stocks in Wall Street right now.
ОтветитьGood summary about Hims earnings and performance in the last years but your rationale is flawed especially about the trust pilot reviews. Are you saying that if Amazon has 1.5 stars on Trustpilot, their service and delivery is not good? I think one should take your thoughts with a pinch of salt as they appear biased
ОтветитьStocks are pretty unstable at the moment, but if you do the right math, you should be just fine. Bloomberg and other finance media have been recording cases of folks gaining over 250k just in a matter of weeks/couple months, so I think there are alot of wealth transfer in this downtime if you know where to look.
ОтветитьI like your thinking about Amazon and generic medication.
ОтветитьAgree, no moat. Risky.
ОтветитьHIMS CEO Andrew Dudum now offering jobs to people who chant "Death to America" That can't be good for investors.
ОтветитьCEO just went, woke and broke
ОтветитьAfter hearing and reading of the CEO supporting the bigoted and hateful anti Israel and anti American protestors and rioters? As a son of a decorated combat vet, deceased of wound, who sacrificed for all colors and creeds, I’m campaigning against Hims from now until my final breath.
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There are so many of these companies what makes hims the best? roman is another one
ОтветитьClic bait, 100X is the magic word for VC.
ОтветитьYou are very bearish on this company even in your old vids you was some what bearish but yet its up a lot since then but i respect the clarity I respect your opinion . 👍🏻
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