1J.·

Growth Tech: Wer schneidet bei aktuellen Bewertungs-Multiples am besten ab?

The W. · 2025-04-18T12:22:43.400896Z

Quelle: Finchat $PLTR $NOW $SPOT $PANW $SHOP $CRWD $FTNT $ABNB $COIN $AXON $RBLX $NET $HOOD $TTD $DUOL $HIMS

Quelle: Finchat

9 Kommentare

1J.

I really don't understand why people are hating so much on Hims & Hers with the current growth and valuation it has while they keep performing every single time.

•

The W.@thewolfofallstreetz

1J.

@DBD_073 I think there is just so much noise around GLP-1s that people assume their entire growth story depends on it which is not true. Also, there is a lot of talk about the legal risk of compounding at scale outside of shortages. Investors are trying to weight that risk and thus are not sure what multiple to assign to this company. What are your thoughts?

••

DBD_073@DBD_073

1J.

Think you are right on that. The GLP-1s were an extra asset for hims and hers on the short term but for the long term it was always known that the shortages would end. I think they will keep growing, innovating and tailoring their products on the need of the customers. The retention rate they have and increasing brand awareness make me believe in the company. I am more worried about the competition with Amazon’s health side.

••

The W.@thewolfofallstreetz

1J.

@DBD_073 There is a lot to like about the company and I am digging deeper day by day. Very interesting to learn about them. It will be interesting to watch their next couple of earnings and subscriber numbers, especially now that the semaglutide shortage is over. Will also watch their customer acquisition costs, which have been trending upwards in recent quarters. To be honest, I am not worried about Amazon at all. This business seems easy to copy but it isn't. They have built a brand that is inviting, approachable and trusted. On top you have a fully closed loop healthcare platform that leverages technology and personalization for high quality outcomes at scale (NPS north of 60) and affordable prices. Everything executed masterfully so far.

••

DBD_073@DBD_073

1J.

Thanks for your insights, let’s keep discussing when something important comes out. Good luck in the meantime 🤝🏼

•

Jakob C.@Creutzfeldt_Jakob

1J.

Habe von den genannten Titeln Axon, Robinhood, Trade Desk und Hims&Hers im Depot - halte das für eine ganz gute Mischung. Bei Airbnb und Palo Alto zögere und beobachte ich noch….

•

The W.@thewolfofallstreetz

1J.

@investment_guru_2035 Wie viel machen die Titel in deinem Depot aus? Bist du konzentriert investiert in diese Firmen oder sind sie nur ein paar von vielen?

••

Jakob C.@Creutzfeldt_Jakob

1J.

@thewolfofallstreetz Die vier Titel machen rund 14% vom Aktienanteil aus. Aktien zu ETF-Core ist aktuell ca. 50:50%. Die vier Aktien sind also Stand jetzt rund 7% des Portfolios. Da hier Chance aber auch Risiko größer sind als bei den allermeisten anderen Depot-Bestandteilen, halte ich das für ganz gut passend. Etwa in dem gleichen Umfang (5-max. 10%) wird bei passender Gelegenheit noch Bitcoin beigemischt.

•

investment_pro_331@investment_pro_331

1J.

The Trade desk am akkumulieren

•