Hims & Hers $HIMS (-26,15 %) has recently had a strong run:

Performance YTD: +140%

Performance 1 year: +553%

Currently Hims & Hers $HIMS (-26,15 %) with a price / sales ratio of 10,6x with an expected annual sales growth of >50% for the next 2 years.

Here you can see the ratio for other selected companies with expected double-digit sales growth for the next few years:

Tesla $TSLA (-4,32 %) 11.7x (17% sales CAGR next 2 years)

ServiceNow $NOW : 18,5x (19%)

Shopify $SHOP (-5,86 %): 18,7x (22%)

Robinhood $HOOD (-7,16 %) : 19,6x (16%)

Intuitive Surgical $ISRG (-1,15 %) : 25,4x (15%)

Axon Enterprise $AXON (-4,57 %) : 26,9x (28%)

Duolingo $DUOL : 27,6x (35%)

Crowdstrike $CRWD (-6,19 %) : 29,7x (25%)

Palantir $PLTR (-3,33 %) : 94,7x (29%)

The comparison is, of course, a bit of a stretch, but it is still interesting to see how Hims & Hers $HIMS (-26,15 %) stands relative to other companies.

What do you think?

Hello,

I currently have 5000€ that I would like to invest in individual stocks. I am following a core satellite strategy and as I am still young and in training, I am a bit more risk-averse (hence the relatively small core of 50%).

I would like to invest in stable growth stocks on the one hand, but also take a little more risk on the other.

My current plan would look something like this:

500€ $NU (-11,11 %) (came across Nu through the community)

700€ $NOVO B (+5,32 %) (upgrade to 1000€)

1000€ $GOOGL (-2,28 %) (stable outperformance of the market)

1000€ $ASML (-0,72 %) (monopoly position and good future prospects)

1000€ $CRWD (-6,19 %) /$PLTR (-3,33 %) / $SNOW (-3,37 %) (some of the stocks have done very well, so I'm a little unsure exactly which ones and whether I'm still waiting for a correction in the respective stock. But I find cybersecurity, cloud and big data very interesting with a lot of future potential)

I am also watching, for example: $SOFI (-4,68 %) , $SHOP (-5,86 %) , $MELI (-4,31 %) , $ENR (-4,27 %) .

If you have any suggestions for improvement or ideas as to which companies could benefit my strategy, I am open to them. Perhaps also expand other existing positions

Thank you very much#

Shopify Inc. $SHOP (-5,86 %) has reported revenue of $2.81 billion for the fourth quarter of fiscal 2024, up 31% year-over-year and exceeding analyst expectations of $2.73 billion.

This is the seventh consecutive quarter in which Shopify has recorded revenue growth of more than 25%, excluding the logistics division.

Following the announcement, Shopify shares showed volatility in pre-market trading as investors digested the results.

At the time of writing, Shopify's share price was up nearly 3%.

Shopify shares are up 37% in the last 12 months.

Sentiment on Wall Street remains positive, with at least two firms raising their 2025 price targets for the stock.

Shopify earnings for the 4th quarter

Net income was 1.29 billion US dollars, almost double the 657 million US dollars of the previous year.

Gross merchandise volume (GMV) increased by 25.7% year-on-year to 94.5 billion US dollars, while revenue from merchant solutions rose by 32.6% to 2.15 billion US dollars.

However, the gross margin for the quarter fell slightly to 48.1% compared to 49.5% in the previous year. Gross profit increased by 27% year-on-year to 1.35 billion US dollars.

Shopify generated operating cash flow of $615 million and free cash flow of $611 million. The free cash flow margin improved to 22% from 21% in the prior year.

The quarter's results reflect the impact of the holiday shopping season, a critical time for e-commerce businesses.

Online spending rose nearly 9% to $241.1 billion in November and December, according to Adobe Analytics, which monitors sales on retailers' websites.

This figure slightly exceeded analysts' forecast of $240.8 billion and underscores the robust consumer activity during the holiday season.

Shopify forecast for the 1st quarter of 2025

Shopify expects Q1 2025 revenue growth to be in the mid-20 percent range year-over-year, in line with a consensus estimate of $2.32 billion.

Shopify expects merchants' strong momentum to continue from the fourth quarter into the first quarter, although the first quarter is typically the company's lowest gross merchandise volume (GMV) quarter due to seasonal trends.

"We expect the strong merchant momentum from the fourth quarter to continue into the first quarter, knowing that the first quarter is always our lowest GMV quarter due to seasonality," the company said in a press release.

Shopify has issued the following forecast for the first quarter of 2025

• Gross profit: expected to increase in the low twentieths of a percent year-over-year.
• Operating costs: Expected to account for 41% to 42% of revenue.
• Share-based compensation: Estimated at USD 120 million.
• Free cash flow margin: Expected to be in the mid-teens.

Bill McDermott - ServiceNow $NOW

Glenn Fogel - Booking Holdings $BKNG (-5,35 %)

Tobias Lütke - Shopify $SHOP (-5,86 %)

Daniel Ek - Spotify $SPOT (-3,66 %)

George Kurtz - Crowdstrike $CRWD (-6,19 %)

Brian Chesky - Airbnb $ABNB (-5,19 %)

Mark Miller / Mark Leonard - Constellation Software $CSU (-0,46 %)

Calvin McDonald - Lululemon $LULU

Patrick Smith - Axon Enterprise $AXON (-4,57 %)

Peter Beck - Rocket Lab $RKLB (-6,21 %)

Have I forgotten someone?

Constellation Software $CSU (-0,46 %) is one of the top companies on my watch list with one of the best sales charts I have ever seen. Do you have the company on your radar?

Even Salesforce $CRM (-2,41 %) , Shopify $SHOP (-5,86 %) or Crowdstrike $CRWD (-6,19 %) are sweating...

So now it's time for me to introduce myself. I've been reading your posts for quite a while now. And I've been able to glean a lot of knowledge here.

About myself, I am 47 years young, married and an employee of a medium-sized company. I have been working intensively on the topic of investing in shares since May 2024. Before that, however, I had already dealt with the topic of investing, but was dazzled by financial advisors etc.. I had invested a lot in investment funds and life insurance policies. However, the returns fell by the wayside.

Until I started looking into ETFs and shares. As is so often the case, the financial advisors naturally wanted to talk me down about the enormous risk I was taking and that a fund would bring much higher returns, etc. etc.

Long story short, I decided to go down this path anyway. I started with a Robovisor (growney). Here I was able to gain my first experience with ETFs.

But I quickly realized that I wanted more, i.e. I wanted to get more involved with ETFs and shares and find my own strategy that suited me. So I opened a securities account with an online broker and then, after intensive research on YouTube, getquin and Google, I started to create my own securities account.

In the meantime, I canceled all my funds and life insurance policies and reallocated my assets.

In May 2024, I then started to build up my own portfolio. So 2024 was more of a practice year. I have now built up my portfolio to the point where I feel comfortable with it.

Now to my strategy, I want to build up assets until I retire

My core is the

$VWCE (-0,92 %) This is where the largest monthly savings installment goes in

$EWG2 (+0 %) I see gold as a small security and stability for my portfolio, which will be expanded in small steps.

$XEON (+0,01 %) Money market ETF is our emergency fund, which will be expanded in small steps, as repairs etc. are also paid from here.

$BTC (+0,71 %) I see Bitcoin as a long-term investment, this will also be further expanded via a savings plan, but I would also like to realize partial profits in the future

Then I have decided on a few individual stocks, which I have selected so that they are not so highly weighted in my core and where I see growth potential in the future. These will be held for the medium to long term and expanded with savings plans.

$NU (-11,11 %)
$HIMS (-26,15 %)
$ASML (-0,72 %)
$SFM (-12,04 %)
$NOVO B (+5,32 %)
$SHOP (-5,86 %)
$SNOW (-3,37 %)
$SP20 (-1,48 %) The S&P 500 Top20 serves as a small yield booster, but it remains to be seen...otherwise it will be reallocated to the all World

That's it for now, I'm always open to constructive criticism and improvements. I'm looking forward to an exciting time here.

Because buy & hold is sometimes a bit too boring.

Take profits and reallocate a little. Less individual shares, more ETFs.