Mal gucken✌🏻
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Hims & Hers
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341I would like to know your opinion.
Would you currently rather buy additional positions in your portfolio or add new shares to your portfolio?
I am currently short these positions:
$ASML (-0.34%) (-17%) (actually position full)
$NVDA (-1.07%) (-20%) (position actually full)
$GOOGL (-1.18%) (-15%)
$VST (-1.04%) (-20%)
$HIMS (-1.05%) (-22%)
$AMZN (-1.07%) (-2%)
that I would like to get new

The bonus needs to be invested
Hello Community,
My bonus will hopefully arrive at the end of April and of course I want to invest it. I'm currently toying with the idea of dividing it up roughly as follows:
- 25% in $IWDA (+0.19%) / MSCI World
- 15% in $MEUD (-0.25%) / EuroStoxx Europe 600
- 10% in $BTC (-1.63%)
For the rest, I would like to lower my entry prices depending on the market situation:
- $MSFT (-0.65%)
$NVDA (-1.07%)
$GOOGL (-1.18%)
$NOVO B (+1.82%)
$AMZN (-1.07%)
$AMD (-1.3%)
$NKE (+0.08%)- $HIMS (-1.05%)
Possible first entries would be the following:
In the end, one or the other will certainly be thrown out, as I don't get a million-dollar bonus here 😥. The investment period is > 15 years, so I'm not even trying to time it here, unless the prices have gone up 40% by the end of April, which I'm not assuming. I am well aware that the MSCI World already tracks a lot of the individual stocks.
Do you still have any exciting quality stocks that are worth a look?
Thanks!
The course does what it wants
Still massively down this morning, now massively up again. Someone needs to explain that... $HIMS (-1.05%)
Time to buy: My top 30 companies that I am particularly looking at in the current crash
It is now slowly becoming clear who has what it takes to make good profits in the coming years.
Here are my top 30 companies by category, which I am particularly looking at in the current crash.
Some are still overvalued, others are already very attractive at the current price level.
Tier 1 (high corporate quality and strong growth)
Airbnb $ABNB (-1.96%)
Alphabet $GOOGL (-1.18%)
Amazon $AMZN (-1.07%)
ASML $ASML (-0.34%)
Axon $AXON (+0.51%)
Cadence $CDNS (-1.16%)
Constellation Software $CSU (+0.17%)
Crowdstrike $CRWD (-2.11%)
Fair Isaac $FICO (-0.13%)
Hermes $RMS (-1.19%)
Intuit $INTU (-0.68%)
Intuitive Surgical $ISRG (-0.4%)
Mastercard $MA (+0%)
Meta $META (-1.45%)
Netflix $NFLX (-1.24%)
Microsoft $MSFT (-0.65%)
Palantir $PLTR (-1.13%)
Tesla $TSLA (-2.18%)
Tier-2 (high business quality and moderate growth)
Booking $BKNG (-0.76%)
Costco $COST (-1%)
Ferrari $RACE (+0.22%)
Moody's $MCO (+0.04%)
MSCI $MSCI (+0.16%)
Transdigm $TDG (-0.31%)
Tier-3 (medium / solid corporate quality and strong growth)
Hims & Hers $HIMS (-1.05%)
Robinhood $HOOD (+0.26%)
Roblox $RBLX
Shopify $SHOP (-0.97%)
Spotify $SPOT (+0.32%)
The Trade Desk $TTD (-1.09%)
I bought on Friday and am buying again today - even in the course of the next few days and weeks, when we could probably see even lower prices.
Where are you buying?
Correlation between equities and cryptocurrencies
In recent days, I have been reading more and more that cryptocurrencies are decoupling from stock markets. Even that cryptocurrencies are currently much more stable than equities. On the one hand, I understand the thought process, especially if you invest in stocks like $ELF (+2.15%)
$HIMS (-1.05%)
$NU (-1.33%) etc invested in stocks.
On the other hand, many people forget that $ETH (-3.84%)
$SOL (-2.25%) etc have already lost more than 50% in value and are in a bear market. Only $BTC (-1.63%) is still holding up reasonably well, although it won't be long before $BTC (-1.63%) shares and other cryptocurrencies follow suit and suffer further losses. So the correlation is still there and it will not change. I hope you are still standing on the sidelines and have not yet dared to enter again 😕 The buying opportunities are yet to come 🤑
Both crashes have nothing to do with Trump's tariffs, pure news events.
Why Hims & Hers hardly suffers from tariffs
$HIMS (-1.05%) is a pure US domestic market player
My thoughts on the potential impact of tariffs on Hims:
Direct factors:
they do not export
they produce in the USA
-> Not directly affected by tariffs
Indirect factors:
The greatest danger is that increased inflation will reduce the consumer mood/budget of customers.
It could also be that their supply chains are affected by tariffs.
I therefore see little danger from the tariffs for Hims. At least significantly less than for many other US companies.
Am I missing something? Does anyone suspect further dangers?
Shopping list
What's on your shopping list?
Mine
repeat purchases $CACI (-1.08%)
$HIMS (-1.05%)
$TTD (-1.09%)
Hims: Sell the News Pt2 🚨
$HIMS (-1.05%) at -10% since my post yesterday

HIMS: Liraglutide
$HIMS (-1.05%) officially launched Liraglutid yesterday at a price of $299/month