Why Hims Is a 10x Stock

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  • Опубліковано 7 лис 2024

КОМЕНТАРІ • 47

  • @asymmetricinvesting
    @asymmetricinvesting  4 місяці тому

    💰 If you like this video, check out my free Asymmetric Investing Newsletter for more investment analysis: asymmetric-investing.beehiiv.com/subscribe?

  • @ScottBruceman
    @ScottBruceman 3 місяці тому +692

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      @NimaOmaisj 3 місяці тому +1

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    • @jamesshaver2247
      @jamesshaver2247 3 місяці тому

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      @user-ns7ij5me7j 3 місяці тому

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    • @ArturoM.Dykstra-55
      @ArturoM.Dykstra-55 3 місяці тому

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    • @Adams52523
      @Adams52523 3 місяці тому +1

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  • @neerajgene
    @neerajgene 22 дні тому

    love to hear your thoughts on this again. Seems like this company is really beginning to scale and with the GLP-1s also on the list of treatments, the revenue uptick should continue

  • @ABC-ri9sx
    @ABC-ri9sx 4 місяці тому +4

    They were able to grow in areas not covered by insurance. But when it comes to areas covered by insurance, their prices may not beat traditional pharmacy. But I hope their model become more prevalent in healthcare

  • @Roy-BBQn
    @Roy-BBQn 4 місяці тому

    Thanks for the info on HIMS. I’ve heard snippets around UA-cam but trust your analysis.
    I don’t understand the strength of its MOAT so I’ll pass on this for now.
    Do you know about SHLS and or NTVS ?
    Seems like a a strong moat and increasing sales but still dropping stock price. Maybe a good company and poor stock or just getting ready to tick higher?
    Thanks for your videos
    BBQ

  • @michael2275
    @michael2275 4 місяці тому +7

    Bought 2000 shares at $6.75. Free riding on 650 shares now after taking some profits in the high teens, let's see where this goes.

  • @Aditya70112
    @Aditya70112 3 місяці тому +1

    What going on with hims rn then? I bought at 17:70 and now it’s down like 8%

  • @michaelkrautz935
    @michaelkrautz935 4 місяці тому

    I am up 75% in the last 2 months on this stock after buying at 14$. I’m now down 35% in the last couple days. Should I sell? Or keep holding.

    • @steven3461
      @steven3461 3 місяці тому +1

      How are you down if you bought at $14?

    • @michaelkrautz935
      @michaelkrautz935 3 місяці тому

      @@steven3461 down 35% from the high of 75%. I just bought more at 16$ after the dip.

  • @freeasabird286
    @freeasabird286 4 місяці тому +1

    Question about 10x on hims. Others were calling 10x at 11$. Now its at 22$. If its 10x at 22$, then it will be 20x from the 11$, i guess :)

    • @antonios293
      @antonios293 4 місяці тому +5

      I see $100 within the next 5 years

    • @sidpomy
      @sidpomy 4 місяці тому

      HIMS could easily double or triple within 2-3 years (maybe faster) if things continue as they have been. 10x though? I'd never assume returns like that on any stock - that's pure wishful thinking even if the wish does come true sometimes.

  • @itskeaton7249
    @itskeaton7249 4 місяці тому

    Are you worried about HIMS inability to compete with medication covered by insurance? Do you see a solution to that?

  • @TheChinaPlay
    @TheChinaPlay 4 місяці тому +3

    It's a momentum stock right now. Hit its stride with the fat loss pill news. I think it gives it all back. It's on my watchlist but I don't see a compelling business. Can't 10x selling generics even if expanding the TAM, stiff competition likely coming too. Short term trading stock, not long term hold, in my opinion.

  • @sidpomy
    @sidpomy 4 місяці тому

    Sold my long position when it breached $20 for a... significant profit. Made good money in AI stocks in the interim but I'd still like to buy back in sometime this year, maybe soon with the recent bearish turn.

    • @PondererOfThings
      @PondererOfThings 3 місяці тому

      Guess today was your lucky day then. The firesale will give you a heavy discount

    • @kellywalker4494
      @kellywalker4494 2 місяці тому +1

      This stock goes up for no reason and goes down for no reason. I am not sure whether it’s really a good long term investment as it’s still a SPAC / meme stock. My observation is the more “experts” that cover this on UA-cam it’s time to sell.

  • @thierrydeniau816
    @thierrydeniau816 12 днів тому

  • @tipkoonline
    @tipkoonline 4 місяці тому

    Amazon didn't crush Walmart

  • @kellywalker4494
    @kellywalker4494 2 місяці тому

    Legalised drug dealer, should do well. The stock price has totally collapsed since the last earnings and I can’t understand why as the earnings were ok.

  • @ts8960
    @ts8960 2 місяці тому

    ceo is too political on twitter. cant risk it

  • @Pierrepadda
    @Pierrepadda 4 місяці тому

    If this idea works can’t Amazon go in and crush them?😅

    • @tonydumont1821
      @tonydumont1821 4 місяці тому +1

      That's what I'm wondering

    • @sidpomy
      @sidpomy 4 місяці тому +2

      If anything, I think it's more likely they get bought out than out-competed at this point due to their large (and increasing) user base. Which would no doubt be good for shareholders even if it would end the party.

    • @EmilJurgens
      @EmilJurgens 3 місяці тому +1

      amazon has already left the market :)

    • @EmilJurgens
      @EmilJurgens 3 місяці тому

      @@sidpomy The CEO has said several times that he does not want to sell HIMS