1Lun·

Hims out, Wise in 🗣️

$HIMS (+1,51 %) sold for the time being. Q2 will be weak, GLP1 segment is gaining the upper hand, core business will hardly show any growth. 10-25% setback easily possible at the current valuation.

Have used the cash to $WISE (+1,42 %) position. Hims can then be bought again at an attractive valuation with new cash.

How do you view Hims' Q2 and FY25 guidance?

23.07

WIS

Wise

Comprado a 11,96 €

20 Comentarios

Pazzzi@Pazzzi

1Lun

I hope that was a wise decision 😅 I believe in $HIMS 🚀

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Daninvest34@Daninvest34

1Lun

Sale rather. The weak hands will be shaken off.
You obviously have little idea what Hims is up to and what plans they have for the future (the market values the future btw)

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Colonia@colonia_official

1Lun

@Spadan22 Sure, I bought at €12-14 a year ago and made a return of over 200%. I certainly have little idea what Hims does

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Daninvest34@Daninvest34

1Lun

@colonia_official Hims has only just started to turn the healthcare sector on its head. The peptides will be the game changer. The ZAVA purchase will bring millions of users...

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Colonia@colonia_official

1Lun

@Spadan22 does not mean that the Q2 results and guidance will be good. I expect a setback in the short term and will get back in at a more favorable valuation. In the long term, I am completely with you.

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Daninvest34@Daninvest34

1Lun

@colonia_official yes may or may not be good 💪🏼😂

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Lars92@Lars92

1Lun

It's always like that. And bang +10 % 🤣

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Mardo@Mardo8

1Lun

@Lars92 is just mega volatile. Can be at -15% in an hour. I remain invested but I expect anything😅

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Lars92@Lars92

1Lun

@Mardo8 Yes, of course. But it's always the same for me. I sell something and it goes up. I also just stay in.

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Mardo@Mardo8

1Lun

Hahah always nice to hear that it's not just me when it comes to sales 😅

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Shem_sen@Shem_sen

1Lun

Stay invested too! I've made the mistake of selling too early often enough and regretted it bitterly 😇

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BamBamInvest@BamBamInvest

1Lun

10-25% declines are daily movements 😂, I am invested here for the long term, I am not interested in what happens in between ✌️. Growth was already strong before GLP1 and I was already invested before that 😁

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Shem_sen@Shem_sen

1Lun

@BamBamInvest and the turbo is ignited again 🤣😇 $HIMS

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BamBamInvest@BamBamInvest

1Lun

@Shem_sen A different turbo ignites every day 😂 fairly balanced

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