Hi
I have terrible written expression skills, but I am good at math. So bear with me through this post and youll be rewarded.
Hims & Hers
Market Cap: $6.5B
Q1 2025 Guidance:
HIMS is projecting to grow Revenues at 87% - 94% YoY. This is in the range of **$520 million to $540 million**. Accelerating from 69% (fuck yes) last quarter Q4 2024. Alongside an EPS of $0.11.
[Look at how they are gobbling market share, their management team is truly world class](https://preview.redd.it/1q2u9k9aa2ve1.png?width=1593&format=png&auto=webp&s=c0c6e8c2a832719d55b07a43ea050d93c5e17d55)
They interact directly with the consumer (like amazon, or a doctor) so they are in a position to experiment with new products and collect data to see which ones are the most successful. All this data makes their models more powerful, which improves patient outcomes, which brings in more patients, and generates more data. What happens when their AI is good enough to prescribe drugs? These guys will have the platform everyone loves, and whats the TAM for the drug industry again?
Worried about GLP-1?
GLP-1 is a peptide. Hims & Hers just bought peptide manufacturing facilities and are going to be offering them around 2026, according to my estimates. This Peptide news is new as of Feb 2025, so more details will likely come soon on this. But they will likely have it so you can use AI to customize what peptides you want/need.
Worried about Tariffs?
HIMS has all its manufacturing in the United states and sells almost exclusively to Americans. Medications are also exempt from tariffs.
Are you worried about the Macro environment?
Hims & Her's products demand is as inelastic as one's dong while on their product. Whats more - they are the cheapest way to get many of the drugs they offer, so if people are looking to cut costs they can move to hims to get the same medication at a lower cost in a lot of cases.
[Health Care stocks historically outperform in these conditions](https://preview.redd.it/b298nd40d2ve1.png?width=692&format=png&auto=webp&s=60f165d4e15dd033a386c7be6d4527646b085290)
Position: 2000 Shares & 1 call (that im down 97% on lol)
https://preview.redd.it/1546hju4c2ve1.png?width=477&format=png&auto=webp&s=01c60280b7d367cb16081c2d2d63c151fa1ca399
https://preview.redd.it/v4jgzaggc2ve1.png?width=1125&format=png&auto=webp&s=33d485b5728464bee1bc39431d6d17386f20d019