Hims hers

Memo0606 · 2025-04-22T17:34:52.846430Z

Posi now full I am positive about the future

C(r)ashBurner@Lumimyrsky

4D

Given the growth, I don't think it's a bad start

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Soprano@Soprano

4D

In this environment, I would focus more on proven quality than on growth fantasies.

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Memo0606@Memo0606

4D

@Soprano e.g. what do you have on your screen?

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Marcel@xzxzx

4D

@Memo0606 novo nordisk

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Soprano@Soprano

4D

@Memo0606 Everything that has a moat

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Memo0606@Memo0606

4D

@Soprano zb

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Soprano@Soprano

4D

@Memo0606 Thermo Fisher, Stryker, Linde, VISA, Microsoft, Blackrock, Synopsys, NVIDIA the possibilities are endless

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Memo0606@Memo0606

3D

@Soprano hims is not a fantasy in my eyes :) and not affected by customs policy

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Jonas@Leipziger_Jung

3D

@Soprano Have fun. HIMS has mercilessly outperformed all of them and will continue to do so. What good is "quality" in a company if there is hardly any growth? Then buy an S&P 500, which will easily beat most of the companies listed.

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Soprano@Soprano

3D

@Leipziger_Jung How many decades has the business model actually proven itself?

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Jonas@Leipziger_Jung

3D

@Soprano Who cares. Growth is there and that's all that matters. That's all that matters. Then the share price will reflect that. The "quality" and the moat will come with time. What moat did Microsoft or Amazon have 5 years after the IPO?
Theoretically, any business model can be disrupted, nothing is certain. The average length of time companies stay in the S&P 500 is now only around 15 years. In 1960 it was still 60 years. So moats don't seem to last as long today, and with AI this will get even worse.

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Jonas@Leipziger_Jung

3D

@Soprano And if you choose your companies based on this, i.e. only companies that have proven themselves over decades, then a large part of the return you could have made is probably already a thing of the past

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Carsten@Carsten1970

2D

So I'm no longer positive. Supposedly always good figures and forecasts. But the share price keeps falling. I have no idea what to make of it. 33% this month is quite an announcement. Down 6% since the beginning of the year. And the trend is pointing downwards in my opinion.
I will hopefully sell at plus minus 0 or even with a little minus.

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