$HIMS (+2,47%)

Two pieces of good news are causing the share price to rise today. On the one hand, the risk of an indictment is decreasing and, in addition, there is Rumore, which $HIMS (+2,47%) will expand its new product categories on 15.09! 😍📈

I may buy back some of the shares I sold at the beginning of August! 💪

🚨 BIG NEWS FOR GLP-1 BLENDS

JUDGE COMMENTS ON THE "PERSONALIZATION" STANDARD

"Personalization doesn't mean that every compounded medicine has to be different for every patient; it just has to be tailored to the patient's specific goals."

The judge found that Willow Health met the "personalization" standard.

The judge also found that Lilly had not suffered sufficient commercial harm to justify the claim. Because Willow's GLP-1 blends were prescribed by physicians, Willow's ads did not directly deprive Lilly of sales.

‼️🚨 $HIMS CONFIRMS SEPT. 15 LAUNCH: NEW RX TESTOSTERONE DRUGS & HOME LAB 🚨‼️

- 5-month plan: $139/month & lab costs waived

- 10-month plan: $99/month & lab costs waived

- Home lab: $94 without order

(Plans = free home labs every 3 months)

Employee training began on 09/01.

So 1.5 weeks have now passed. The first gimmicks are over and my Watchlist Pie has returned a total of 4.5% in one week. This has now been sold and I have built up a pie to save for the next 8-10 years. I'm starting with 50€ a week until I've completed the broker's test phase. After that I'll ramp it up to about 1k per month.

There are still a few stocks missing, but the big ones will be scaled down a bit. Among others $IREN (-0,13%) ....

What do you think of the selection?

$NVDA (+0,52%)
$GOOGL (-0,68%)
$MSFT (+0,5%)
$AVGO (+3,78%)
$005930
$AMD (+0,09%)
$TSLA (-1,73%)
$IBM (+2,72%)
$RKLB (+3,86%)
$NU (+3,29%)
$SMCI (-0,86%)
$HIMS (+2,47%)
$ENR (+1,75%)
$HOOD (+15,43%)
$PLTR (+1,95%)
$CSCO (-0,22%)
$MTX (+0,12%)
$TTD (-0,34%)
$QBTS (+0,17%)
$9866 (+2,98%)
$CRWV (+4,74%)

And what of course should not be missing is $SIKA (+1,04%) These are still weighted at 2% 😉 As a craftsman, I really enjoy using the products myself. The technological progress compared to other products such as StoCretec or others is already enormous, but it would go beyond the scope of this article.

Even though there has been less talk recently about the much-hyped share $HIMS (+2,47%) 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:)

$HIMS (+2,47%)

How many shares do you have? :-)

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. (+0,64%) and $HIMS (+2,47%) 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.