To start HIMS is Trading at roughly 3.5x Sales with 60% revenue growth compared to other companies like Palatir at like 64x sales this already says a lot. We seen how earnings played out and they were absolutely stellar revenue grew 43% even without GLP1 which everyone has been talking about recently. They increased subscriber revenue growth to 73$ from 53$ which is huge for margin expansion plus overall subscribers is 2.2 million this quarter from 1.5 million in the last quarter while they are retaining roughly 40% of their subscriptions. The only reason this is down was due to GLP1 which is barely any of their business and they have been proving to show it. On top of this they are also expanding into testosterone and menopause in the coming months. 35-40$ seems to be the floor I wouldn't try and time it as we've seen this go down 30-50% over the last 2 years and then recover ever so quickly. Let’s see 100$+ by end of the year!!!
400 shares @ 37.40$