I am really convinced of $HIMS. (+8,3%) Not because I want to jump on every trend - but because I really believe that the company has the potential to really take off in the next few years.
Why? Quite simply, the topic of health is changing massively. People today want simple, digital solutions that are affordable and don't smell like a doctor's surgery or waiting room. That's where Hims & Hers comes in. They're not just an online pharmacy, they're building something that makes access to healthcare much more straightforward for many people - whether it's hair loss, mental health, skincare or ED. And they're doing it in a modern, unagitated way that simply appeals to young people. I mean: Who among us is up for talking to a urologist about hair loss? Exactly.
What fascinates me so much: The business model is scalable. It's direct, it's digital and it captures the spirit of the times. And: you are growing - the figures show that something is happening. Sure, the figures aren't perfect, but the path is right. And if you take a long-term view, you'll see that a healthcare ecosystem is emerging that could become really big.
But - and I don't want to ignore this... of course there are risks. Competition is tough, regulation can be a killjoy, and it's always difficult to scale profitably in the long term when you're attacking so many areas at the same time. There is no guarantee that Hims & Hers will be like Amazon or Apple in five years' time. Maybe it will just be a solid niche player. But I'm consciously taking the risk. The CEO of HIMS knows exactly what he's doing.
Because that's what investing is all about: calculated risks. No blind gambling, but not just index funds and savings accounts either. I know I could be wrong - but I hope so much that I'm right. And if it works out... then not only financially, but also because I believed in the vision from the very beginning. That's what investing means to me.
So to everyone who is thinking about doing something like this: Do your homework, figure out your why, and be willing to take the risk. But if you really believe in something - then go for it. No investment is safe. But not taking a chance is also a risk.
By the way, I've been in since €19, that's not my buy-in, but it should show that I've been in for longer.
Here's to a golden future🥂🥳
