My Verdict on Hims & Hers Stock -- To The Moon?
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- Опубликовано: 2 июл 2024
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👨💼Brian Feroldi is an author (amzn.to/3JVr9Q0), investor, RUclipsr, and financial educator. He's been investing in the stock market since 2004. Brian likes to buy and hold the highest quality companies he can find.
👨💼Brian Stoffel is a writer, investor, RUclipsr, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian plans his life and his investments around “antifragile” principles.
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Thank you for bringing back the anti fragile checklist videos. I really enjoy the videos where you run a company through your checklist
Hims and other compounding pharmacies are only allowed to make GLP-1-based medications because the FDA has declared them in shortage. If/when supply and demand normalizes for these drugs, compounding pharmacies will not be able to sell them and these meds will be subject to normal exclusivity rules. GLP-1s should not be a thesis for owning it.
Hims and hers is a generational buying opportunity. Life altering stock for sure
You know your numbers but I think you don't understand the business and where it's headed
It is a company that relies on spending a fortune to push unproven products. I would be very weary of legal liability down the road. I would recommend anyone who gets in this company watch it like a hawk as everything could change extremely rapidly.
Mann I felt like a kid is a candy store when I saw the hims thumbnail. As a fairly new subscriber to your channel I've watched a lot of your videos and I respect your research and analysis. I always hoped you'd do a video on hims and it's finally here!. Hims is by far my largest investment so it's always nice to see a new perspective on the company. With that being said, I think analyst are being way way to conservative on this company’s growth prospects. With the launch of their recent weigh loss solutions and many new products coming in the pipeline, I believe hims will crush these estimates year after year!
$HIMS is one of the most undervalued stocks in Wall Street along with $OLPX and $HNST.
You’re not taking into account the GLP-1 that is offered and going to boost revenue, profitability, moat and free cash flow. Ozempic is a huge deal. Second to generative AI. Look at Eli Lilly. The eatimates for the company are too low. They will be bringing in 3 billion plus for 2026.
Absolutely loved this! So helpful to see you run through a company and how you look at the Anti Fragile checklist. Thanks Stoffel!
How are Okta and Docusign doing these days? Could you review those?
Fantastic video, please do more videos of you running companies through your checklist.
Great detail and extremely logical.
Great analysis 💪
This is a terrific video and walkthrough of the theory behind your framework. One way of expressing moats in a reverse DCF is to flex the number of high-growth years in the first phase. EG MSFT moat might be worth 12 elevated years, LULU HIMS, and dare I say NIKE maybe 7 or 8. after all, the purpose of a moat is to make it take longer to storm the castle while we round up allies for the defense
Great video Brian. Thanks. Waiting your video on SoFi.
Great video. As always.
Great to have the antifragile checklist review back 👍
Love the new format!!! Thanks for the video!
More of such deep dive analysis videos please, Brians! Great value
More of these great analysis videos please!