$HIMS (-2.13%) further increased, now the largest single position in the portfolio.
Despite strong growth of 50% Y/Y and profitability, the company is still valued low with a P/E ratio of approx. 3.
Well positioned in the younger generation, exciting product range with shameful products that one would rather buy online.
Perhaps the positioning in the lower middle price segment of its generics could be useful here. When it comes to sensitive issues such as hair loss or love life, people are more likely to steer clear of the cheapest product and opt for a good price-performance ratio.
The recent decline is probably due to the end of the emergency situation for weight loss injections. It seems to have been priced in for the time being.
And even if they are no longer allowed to sell their own syringes, they can still be intermediaries.
But I won't be taking in many more shares, otherwise the lump will get too big.
@BamBamInvest I would also go in further at €15. I just have to make sure that the position doesn't get too big in my portfolio - it's approaching the 10% limit soon. Where do you place your buy-in?
