6J·

Hims: Low rating

$HIMS (-3,22 %) has gained 150% in one month, but in my opinion they are undervalued in the long term.


If we look at the PS / PEG ratio we hardly find such favorable companies with the growth...

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With an unbelievable GROWTH...

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And, if we look at the costs and problem points, these are no longer present at the last ATH, there was fear due to a termination of Semaglutide (now a co-op with $NOVO B (-1,5 %) ) and that marketing expenses would continue to rise, the opposite has happened...

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4 Commentaires

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I am also confident about the company, many things are currently going in the right direction. Although marketing is declining overall as a proportion of sales, CAC per sub should be kept in mind, recently doubled YoY, presumably due to a stronger focus on the acquisition of weight loss customers? 39% of Q1 sales came from GLP-1, hence the conservative guidance for Q2.
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As much as you post about Hims (which I find very interesting), I'd be really interested to know how much you're in for and at what starting price😅
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@ProTox 40% of my net worth, that's why I deal with Hims every day..., the first EK was at 6€ meanwhile the average is at 15.19
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