I really don't understand why people are hating so much on Hims & Hers with the current growth and valuation it has while they keep performing every single time.

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The W.@thewolfofallstreetz

1Année

@DBD_073 I think there is just so much noise around GLP-1s that people assume their entire growth story depends on it which is not true. Also, there is a lot of talk about the legal risk of compounding at scale outside of shortages. Investors are trying to weight that risk and thus are not sure what multiple to assign to this company. What are your thoughts?

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DBD_073@DBD_073

1Année

Think you are right on that. The GLP-1s were an extra asset for hims and hers on the short term but for the long term it was always known that the shortages would end. I think they will keep growing, innovating and tailoring their products on the need of the customers. The retention rate they have and increasing brand awareness make me believe in the company. I am more worried about the competition with Amazon’s health side.

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The W.@thewolfofallstreetz

1Année

@DBD_073 There is a lot to like about the company and I am digging deeper day by day. Very interesting to learn about them. It will be interesting to watch their next couple of earnings and subscriber numbers, especially now that the semaglutide shortage is over. Will also watch their customer acquisition costs, which have been trending upwards in recent quarters. To be honest, I am not worried about Amazon at all. This business seems easy to copy but it isn't. They have built a brand that is inviting, approachable and trusted. On top you have a fully closed loop healthcare platform that leverages technology and personalization for high quality outcomes at scale (NPS north of 60) and affordable prices. Everything executed masterfully so far.

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DBD_073@DBD_073

1Année

Thanks for your insights, let’s keep discussing when something important comes out. Good luck in the meantime 🤝🏼

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Jakob C.@Creutzfeldt_Jakob

1Année

Of the stocks mentioned, I have Axon, Robinhood, Trade Desk and Hims&Hers in my portfolio - I think that's a pretty good mix. I am still hesitating and watching Airbnb and Palo Alto....

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The W.@thewolfofallstreetz

1Année

@investment_guru_2035 How much do these stocks make up in your portfolio? Do you have a concentrated investment in these companies or are they just a few of many?

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Jakob C.@Creutzfeldt_Jakob

1Année

@thewolfofallstreetz The four stocks account for around 14% of the equity component. The ratio of equities to ETF core is currently around 50:50%. The four stocks therefore currently account for around 7% of the portfolio. As the opportunity and risk are greater here than with most other portfolio components, I think this is a good fit. Bitcoin will be added to the portfolio to roughly the same extent (5-max. 10%) when the opportunity arises.

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investment_pro_331@investment_pro_331

1Année

The Trade desk am akkumulieren

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