$HIMS (-8,64%) 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 (-2,83%) position. Hims can then be bought again at an attractive valuation with new cash.
How do you view Hims' Q2 and FY25 guidance?
