I was a buyer today. Even if AMZN succeeds, the TAM is big enough for both. HIMS seems able to be more specialized and can stay relevant versus its competitors.
Hard to believe the stock price is back to where it was pre blowout earnings, hopefully proves to be a buying opportunity but I can't help feel this level of competition must reduce hims future growth and profit opportunities
Thx for the video ! Iam a early investor in HIMS with a average of €7,28. Love the company but what I Dont like is the share dilution of 560% What is your opinion of this dilution.
louis is crazy, twitter users are not detached from reality … come on … and spotify vs apple music is a bad example. apple music is only available to apple users. spotify is available to both android and apple users.
imo twitter inflates the voices of people with a great urge to communicate their opinion, so it could lead to a false perception of the general mood picture. But market makers do not base their decision around 500 likes on a twitter thread, so I dont think it even matters anyway
Louis is biased and his argument is weak. He keeps saying the social media is detached. But if there was good news on twitter, I’m sure he’d be very excited. He needs to stop comparing HIMS to those successful names like Spotify or Intuit or Netflix until HIMS really becomes one of them. To me the most important thing is the churn rate, which the management has never disclosed. A more appropriate analogy is Chewy and Amazon. Chewy can survive and grow, but it will never have that much upside as they used to.
@@ay67886I do not know if hims is already established enough to withstand Amazon. With that much market share still open we have to hope that people value the personalization and quality of service in hims over the price advantage in amzn (especially if you count in that 80% of people already are prime customers and pay even less).
Appreciate it boys. You lowered my heart rate 20 beats.
Appreciate the quick post and insight in response to the Amazon news. Definitely bought the dip
I was a buyer today. Even if AMZN succeeds, the TAM is big enough for both. HIMS seems able to be more specialized and can stay relevant versus its competitors.
So quick quiz for everyone. What percentage of industries has Amazon dominated so far? I only see two and maybe three.
Hard to believe the stock price is back to where it was pre blowout earnings, hopefully proves to be a buying opportunity but I can't help feel this level of competition must reduce hims future growth and profit opportunities
Short Term Noise
Microsoft Edge is the Same. Its on every Windos PC but Most of the people using Chrome.
How many likes does this video need to get for Dr. H to do a face reveal?!?!?
What a pretty pretty dip😊
You buying?
Dope linkup with Hims weekly @ tevis !
Or HIMS gets bought out by Amazon at a 50% premium
Thx for the video !
Iam a early investor in HIMS with a average of €7,28.
Love the company but what I Dont like is the share dilution of 560%
What is your opinion of this dilution.
louis is crazy, twitter users are not detached from reality … come on … and spotify vs apple music is a bad example. apple music is only available to apple users. spotify is available to both android and apple users.
imo twitter inflates the voices of people with a great urge to communicate their opinion, so it could lead to a false perception of the general mood picture.
But market makers do not base their decision around 500 likes on a twitter thread, so I dont think it even matters anyway
Isnt it because of RFK Jr?
Could be, but I dont think so. What policy does RFK push, that would impair hims business. They do not sell vaccines, do they?😂
Just made a quick profit on a couple puts after selling near the top back in with calls and long the stock
Louis is biased and his argument is weak. He keeps saying the social media is detached. But if there was good news on twitter, I’m sure he’d be very excited. He needs to stop comparing HIMS to those successful names like Spotify or Intuit or Netflix until HIMS really becomes one of them. To me the most important thing is the churn rate, which the management has never disclosed. A more appropriate analogy is Chewy and Amazon. Chewy can survive and grow, but it will never have that much upside as they used to.
I think your argument is weak too. Spotify was not the Spotify right now when they first faced the competition.
@@ay67886I do not know if hims is already established enough to withstand Amazon. With that much market share still open we have to hope that people value the personalization and quality of service in hims over the price advantage in amzn (especially if you count in that 80% of people already are prime customers and pay even less).