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Colonia
@colonia_official
2Sem.·

Hims out, Wise in 🗣️

$HIMS (+1,87 %) 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 (-2,69 %) 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
Acheté à 11,96 €
9
20 Commentaires
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Pazzzi@Pazzzi
2Sem.
I hope that was a wise decision 😅 I believe in $HIMS 🚀
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Spadan22@Spadan22
2Sem.
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
2Sem.
@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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Spadan22@Spadan22
2Sem.
@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
2Sem.
@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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Spadan22@Spadan22
2Sem.
@colonia_official yes may or may not be good 💪🏼😂
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Lars92@Lars92
2Sem.
It's always like that. And bang +10 % 🤣
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Mardo@Mardo8
2Sem.
@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
2Sem.
@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
2Sem.
Hahah always nice to hear that it's not just me when it comes to sales 😅
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Shem_sen@Shem_sen
2Sem.
Stay invested too! I've made the mistake of selling too early often enough and regretted it bitterly 😇
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BamBamInvest@BamBamInvest
2Sem.
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
2Sem.
@BamBamInvest and the turbo is ignited again 🤣😇 $HIMS
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BamBamInvest@BamBamInvest
2Sem.
@Shem_sen A different turbo ignites every day 😂 fairly balanced
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Atze@Atze
2Sem.
And Zack +11%
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AdriInvests@AdriInvests
2Sem.
Oh no 🥺
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18ares@18ares
2Sem.
And Zack almost 20% plus
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Saschko@WarrenamBuffet
2Sem.
Can you give me your crystal ball that shows that Q2 will be weak? :-)
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Colonia@colonia_official
2Sem.
@WarrenamBuffet nope, it's my bullet
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Erdbeermaus@Lumimyrsky
2Sem.
Unpleasant but always the same when you decide to sell after long deliberation
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