7Mon·

Update on Hims & Hers🔥💣 $HIMS (-4.1%)

After selling my position at €22.04 with a profit of approx. 55%, I have now re-entered with 50% of the capital at €19.08. The sell-off is exaggerated and we will return to a level of €22-24 in a few days/weeks. Maybe even more, there is a lot of momentum here.

I am still convinced in the long term, but would also like to profit from short-term trades. So far it's working well.

I am expanding my position at €17 and €16. If we fall below that, we will butter up again🫡

Are you buying at the current price?

15.11

Hims & Hers

Bought at €19.08

6 Comments

Anderlé MPoint@Anderle

7Mon

A few figures that support your thesis:

+ Equity ratio LJ. (77,89%)
+ EV / Sales (3.20)
+ Rule-of-40 score TTM (68.75%)
+ Sales growth TTM (56.70%)
+ Debt ratio (0.03)
+ PEG TTM (0.24)
+ Gross margin TTM (70.63%) ✌🏻

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Colonia@colonia_official

7Mon

@Anderle That's right. Fundamentals are extremely strong!

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Carsten@Carsten1970

7Mon

@colonia_official Noch........I wish all those who are in it a great return. I am out with a good plus. And can live with it very well if it goes up again now.
But I have my reservations for a long period of time.
Because at the moment nobody can compete with the big players if they get serious. Because from my little bubble I think that if Amazon wants ......... they will do it .... no matter how much it costs.
Amazon wants profit and that's what they do. Either they break HIMS or it gets bought. Breaking it is cheaper.
I still have a holding of 40 shares. The first one was sold. I'll keep my fingers crossed. But I'm not positive in the long term.

Carsten

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Carsten@Carsten1970

7Mon

No, I went outside.

Have a nice Sunday
Carsten

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Colonia@colonia_official

7Mon

@Carsten1970 warum?

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Carsten@Carsten1970

7Mon

@colonia_official Because I only have 8 years until I retire,
I took a small profit and put the profit into an ETF.
And I think that Amazon is too much competition. And with the capital, infrastructure and delivery expertise available, Amazon will either buy every competitor cheaply or destroy them with price dumping.

It reminds me a little of Nokia. (Yes, a different dimension) But if the big players get involved, with their financial power and the force with which they can attack offensively, it will be tight.

Edited: This will probably also happen in the long term with a global player like VW. If the financial power is pressing, it will be difficult, no matter how good the product is.

But that's just my small opinion.

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