I believe in the future of this company, which is why I’ve reinforced my position. Personalized medicine is the future, and peptides are a key part of that transformation. At this price, although it’s above my average, I still see it as a great buying opportunity.
Discussion sur HIMS
Postes
543Why Hims & Hers is now super exciting
Even though there has been less talk recently about the much-hyped share $HIMS (-3,83 %) I would like to explain again today why I believe it will be one of the best investments in the next 5 years.
In the second quarter of 2025, turnover rose to USD 544.8 million, a whopping 73% more than in the previous year. Profit amounted to USD 42.5 million after USD 13.3 million in the previous year and adjusted EBITDA also more than doubled to USD 82.2 million.
The platform now has around 2.44 million subscribers, 31% more than in the previous year. At the same time, monthly online revenue per customer has risen by 30 % to USD 74. This shows that the business model is scaling really well.
Margins are also strong. The gross margin was 76 %. For the full year 2025, Hims & Hers expects sales of between USD 2.3 and 2.4 billion and adjusted EBITDA of USD 295 to 335 million with a margin of 13 to 14%.
A look at the valuation makes things even more exciting. The P/E ratio is currently 49.41 with a share price of around US$ 43 and earnings per share of US$ 0.87. This means that the share is trading 43 % below the two-year average. The market capitalization is around US$ 9.72 billion and the forward P/S of 3.8 is lower than the industry average of 5.8.
Long-term potential through internationalization
The company is not only expanding its core business, but is now also going global. CFO Yemi Okupe has announced that the company is expanding its personalization infrastructure and strengthening its international presence in key markets.
With the acquisition of ZAVA, Hims & Hers has made its entry into Europe and is now active in the UK, Germany, France and Ireland. It also has access to over 1.3 million patients. Canada is to be added in 2026.
New offerings such as generics for weight loss are also a real growth driver.
Brief risk warning:
Hims & Hers is currently facing several US investor lawsuits - they are alleged to have engaged in false marketing for Wegovy copycats, which led to the broken partnership with Novo Nordisk and resulted in heavy share price losses. The company is also under investigation by the US FTC for potential problems with advertising and termination practices.
Personally, I see these lawsuits more as a short-term scare in the market. In my view, this does not change the long-term potential of Hims & Hers.
Conclusion
Hims & Hers is currently delivering impressive growth in sales and profits, is constantly expanding its customer base and still has a lot to do with internationalization and new healthcare areas. The valuation seems absolutely fair compared to the sector. I think a doubling in the next 2 years is likely. Mark my words 😎
I remain invested with a large proportion of my portfolio.
Disclaimer: This is not financial advice:)
Milestone: 100,000 return
I noticed today that I've reached a cool milestone. A return of €100,000! I got in after Corona, which was of course a very good starting point. I mainly bet on the right stocks. Especially $RR. (+0,4 %) and $HIMS (-3,83 %) contribute to the 100k... but I also made some bad decisions. Here is $EATS (+0 %) with a loss of 95.47%. But I also burned my fingers on the Chinese market with $9888 (-41.60%). You learn from mistakes, but it is even better to learn from the mistakes of others.

Congratulations to everyone who bet on $RR. early on. Who would have thought that this industry classic would have such a resurgence?
A completely normal Tuesday - tomorrow the world will look completely different again
Have I forgotten something?
Only Novo is doing well $NOVO B (+0,19 %)
And my egg farm $CALM (-0,04 %)
TTWROR 🚀+78% in two years
Very Growth Portfolio with a ADD & TRIM strategy
Recently added:
$AVAX (+0,51 %)
$UNH (+2,26 %)
$VKTX (-1,74 %)
$TONCOIN (+2,63 %)
$OSCR
$DLO
Recently sold:
$NOVO B (+0,19 %)
$HIMS (-3,83 %) (trimmed 15% of my heavy position) $RKLB (+1,47 %) (trimmed small part at 45€) $ASML (-2,81 %)
$CADLR (-1,85 %)
Sold Europe and Bought US Healt sector and Cripto (accumulating for alt season)
In a bullish market it's easy
In a future bearish market .... Who knows
Hello,
A short introduction on my part. I am 26 years old and have been investing for 3-4 years. The last two years I have done a professional training. This now enables me to earn a net salary of around € 3300 to start with. I also have a side business which also earns me around €1000 a month.
Now to the plan I'm pursuing until I'm 30. As you can see from my portfolio, my individual stocks are underperforming the market, although I am convinced of the values in the long term. I will therefore now shift my focus strongly in the direction of ETFs.
Savings plan in the future:
100€ per month in Bitcoin
100€ in a building society saver to get the 70€ housing construction premium per year (is a legacy from 2023 and has a good financing interest rate)
$HOOD (+0,2 %) and $HIMS (-3,83 %) should be saved up to a maximum of €1000 via a savings plan. I think both models are very promising, but I'm aware of the risk involved.
$IWDA (-0,69 %) I want to accumulate around €1800 per month as a core.
So I hope to have around the first €100,000 in my portfolio by then.
This will leave me €2200 to live on, which should be enough for a normal standard of living. Do you think the savings targets are realistic or do you think the 50% savings rate is too extreme?
Cathie Woods ARK ETFs make large purchases at The Trade Desk and sell block position
Cathie Wood's ARK ETFs once again saw significant transactions on Tuesday, August 12, 2025, with a focus on technology and biotech stocks. The largest transaction of the day was the purchase of 738,367 shares of The Trade Desk Inc ( $TTD (-1,04 %) ) with a total value of $39,266,357. This move underscores ARK's continued confidence in the digital advertising platform, where the fund had already significantly increased its positions in recent days.
Another notable transaction involved Block Inc ( $SQ (-1,59 %) ), formerly known as Square. Here ARK sold 215,543 shares, representing a sizable value of $15,741,105. This sale represents one of the larger divestitures of the day and could indicate a strategic realignment of ARK's position towards the financial services and digital payments company.
ARK also made a significant purchase of 643,406 shares of Pinterest Inc ( $PINS ) worth $21,998,051. The social media company has repeatedly been in ARK's focus in the past, as evidenced by the continuous purchases over the past week. This trend points to a bullish assessment of Pinterest's growth prospects on the part of ARK.
In the biotech sector, ARK's ARK ETF purchased 128,896 shares of CRISPR Therapeutics AG ( $CRSP (-2,64 %) ) for a total value of $714,567, continuing its investment in the gene-editing company. On the flip side, various ARK ETFs divested shares of DraftKings Inc ( $DKNG (-0,75 %) ), Guardant Health Inc ( $GH (+4,62 %) ), Robinhood Markets Inc ($HOOD (+0,2 %) ), Palantir Technologies Inc ($PLTR (-0,78 %) ), Roblox Corp ( $RBLX ) and Shopify Inc ($SHOP (-0,42 %) ). The largest sell-off was DraftKings, with 221,203 shares worth $9,452,004 sold.
Other notable buys included Exact Sciences Corp ( $EXAS (+1 %) ) and Personalis Inc ( $PSNL (+2,44 %) ). ARK bought 93,753 and 134,035 shares worth $3,835,435 and $603,157 respectively. The continued purchases in these stocks could indicate a focused strategy targeting innovative healthcare companies.
Smaller transactions were also part of the day's activity. ARK bought shares in Compass Pathways PLC ( $CMPS (-8,23 %) ) and 10X Genomics Inc ( $TXG (-1,15 %) ). Despite the smaller dollar amounts, these purchases could be part of a long-term strategy that focuses on up-and-coming companies in the respective sectors.
Some of dear Cathie's transactions don't need to be understood but well, the young lady's returns speak for themselves.
$ARKK (-1,66 %) and $ARKF (-1,12 %) over 70% return since 365 days, I can only shine with +27% with my portfolio.
I will remain invested in $TTD (-1,04 %) My current portfolio has a lot of risk, as I have generated some cash.
At the moment I'm considering whether I should possibly $HMWO (-0,82 %) and $EQQQ (-1,4 %) or just the $VUSA (-0,75 %) into the portfolio.
Temporarily sold $AMD (-3,44 %) +35%, $HIMS (-3,83 %) +15%, $DOCN (-2,17 %) +9%.
I would re-enter Hims and AMD at certain prices and possibly add other companies to the portfolio if they fit my selection.
My positions:
On the watchlist

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