@@TuranZeynalliArmWrestling it all boils down to the moat and hence multipes it should be traded at. They're a B2C provider of overpriced personalized medications comparable to the pharmacy store. Based on their presentations we don't get any insights as to how well is their telemedicine branch is doing, so I suppose it's merely supporting that flywheel effect to make ppl buy their products with the prescriptions they get after cosultations
📰 $HIMS +27% 📈: • Hims & Hers Health adds compounded GLP-1 injections to weight loss program. • The company's oral medication kits start at $79 a month, and its compounded GLP-1 injections will start at $199 a month. - CNBC, May 20, 2024
Hi Riyado, I can agree with your thesis on why HIMS is a good stock to hold. But please give me the reason why so many insiders are selling away their shares almost relentlessly? It bothers me whether to add or hold.
Great video as always. HIMS is so undervalued, it isnt even funny. Can you make a video comparing with TDOC and perhaps saying what you think of the competition?
Great job! I totally agree with everything you've said. This business has everything to be one of the biggest winners in the stock market within the next decade. Could you please do a deep dive on Symbotic and Soundhound? Cheers.
There's been numerous Hims insider stock sales over the last two years and only one recent insider purchase. Even the CEO has sold multiple times. What are your thoughts on the many insider sales?
Hims & Hers Health adds compounded GLP-1 injections to weight loss program. • The company's oral medication kits start at $79 a month, and its compounded GLP-1 injections will start at $199 a month. - May 20, 2024
You asked how reacted after the tweet. When I saw the tweet (after 6 h) I sold half. Next day rest.I parked the money into tech stocks which I know well. A few hours before q1 earnings I bought 90% back. It is nice that I could do that swing without tax consequences.
How do you feel about the hims doctors? In theory they could be biased and get pushed to write unnecessary prescriptions. Because more prescriptions means more revenue. As well as as the risk that people could lie about their medical record which could resort in dangerous situations (think of a diabetic using hims viagra). I also own HIMS and am still content with the stock but i do worry about these points. Would love to hear your thoughts.
That's a risk to consider. But I'm sure the company has a rigorous process of choosing the best medical providers in the states. They only have 800+ providers which is not that many so I think HIMS is very selective about their doctors and these doctors have their reputations on their line as well...
@@riyadosofian Could you please give me an idea of a stock that has the potential to double in price in the next few months? This would help me a lot. Thank you."
Did you look into the personalization thing? It sounds more like a buzzword to me than real actual value the provide. You say you have sexual distinction issues and you weigh x and they give you ed pill with some standard dosage. Not something a doctor wouldn’t do, and not some unique IP that will be difficult to replicate. I do see why people would prefer to order their ed pills online, rather than go to the doctor. But again, that’s easy to replicate
Easy to replicate? Yes, it's true. It's already happened since 5 years ago. Take a look at all the copycat brands out there (Ro, Keeps, Lemonaid, etc.). They're doing pretty much the same thing. But that haven't stopped HIMS from growing like weed. The difference is that HIMS has a very strong brand and near-flawless execution.
@@riyadosofian what I’m trying to understand is what makes the execution flawless. Judging by user reviews on product hunt I’d say there are some flaws at least on the product side. Hims may be paving the way to a new model of selling certain medication online, tweaking the business model for others to see and learn. Not sure about the value of the brand, I know people get attached to their favorite carbonated drinks for example, but for buying medication - if they can get the same thing for less I can’t see what would stop them. Anyway not trying to be a party pooper, I’m riding this wave too. Let’s see where it takes us.
@@stanleyne that is what I was about to say haha. Also, the ceo made apologies during Q1 earningscall so the risk of another scene like we had, is even smaller than before
The conflict between Israel and Palestine WILL go on forever and this guy turned off millions of investors with his dumb comment, the stock will not recover from it. I never liked the product to begin with, I'm glad I didn't buy any.
The stock has been dog shit at $4 and it will continue to be dog shit at $100. The difference between you and me is that I get to profit from this dog shit :)
📰 $HIMS +27% 📈: • Hims & Hers Health adds compounded GLP-1 injections to weight loss program. • The company's oral medication kits start at $79 a month, and its compounded GLP-1 injections will start at $199 a month. - CNBC, May 20, 2024
Your content is great but I will not invest in a company whose CEO is anti-Semitic, as a Jew living in the Land of Israel I do not want wars, this war hurts the Palestinian people and ours, all because of Hamas, accusations against Israel are ridiculous and disappointing, I wish everyone to live in peace with each other❤️🙏🇮🇱 You are great! As always
Fair enough. I understand that HIMS stock is not for everyone (due to sensitive geopolitical reasons). Thank you for sharing. I appreciate you :) Peace from Indonesia 🇮🇩
His wife and kids are jews. He has never said anything anti simetic. He is a Palestinian descendant himself and has family in Gaza who are being murdered. I find it ridiculously infuriating if he gets called an anti-semite.
You think the CEO is antisemitic because he supports university students around the world who are demanding their universities' divest from weapons contractors and other companies which are aiding the GOVERNMENT of israel in committing literal war crimes? you're mad because he, like billions of others around the world and the United Nations, is calling the government of israel out for murdering innocent Palestinian men, women, and children? wow israelis are unhinged lol
Criticizing a GOVERNMENT for murdering over 40,000 innocent Palestinian civilians, mainly women and children, is not antisemitic just as criticizing the american government for its war crimes is not anti-christian. Get a grip.
HIMS is insanely undervalued.
100% agree :)
Nice try HIMS. You're done. See ya.
Based on its earnings its insanely overvalued. It seems that its still an internet pharmacy/consumer brand, rather than telemedicine
@@elchupacabra3055 how do you come to this conclusion?
@@TuranZeynalliArmWrestling it all boils down to the moat and hence multipes it should be traded at. They're a B2C provider of overpriced personalized medications comparable to the pharmacy store. Based on their presentations we don't get any insights as to how well is their telemedicine branch is doing, so I suppose it's merely supporting that flywheel effect to make ppl buy their products with the prescriptions they get after cosultations
appreciate the analysis! looking forward to your next one!
Thank you watching! Appreciate you!
Thank you for this video! Always helpfull to see all their earnings numbers at the same place!
Appreciate you for tuning in!
when GLP1 roll out. This will go to $20 easily. The numbers are wild! Best stock right now for value. Crazy Value.
It's a major catalyst for sure!
📰 $HIMS +27% 📈:
• Hims & Hers Health adds compounded GLP-1 injections to weight loss program.
• The company's oral medication kits start at $79 a month, and its compounded GLP-1 injections will start at $199 a month.
- CNBC, May 20, 2024
Is HIMS operating only in the USA? Do you see a possibility they will go international in next few yrs or is it too early or too risky?
I believe they operate in the UK through their acquisition of Honest Health a couple of years ago.
@@riyadosofian Thank you, I didn't know that.
There’s talk of international expansion.
Hey man hope your all good. Looking forward to your next vid, its been so long haha
A new video will be coming up shortly :)
I like the stock. I purchased HIMS about 2 months ago and plan to hold. Great video! Thanks,
Long HIMS. Good luck!
Hi Riyado, I can agree with your thesis on why HIMS is a good stock to hold. But please give me the reason why so many insiders are selling away their shares almost relentlessly? It bothers me whether to add or hold.
Insider sales are mostly just noise. They can sell for a variety of reasons, doesn't mean management doesn't believe in the company.
What is your opinion of Celsius?
No opinion. Won't be chasing...
@@riyadosofian Thank you for the reply! And btw what an amazing opening today for hims, up 30%!
I don’t know how good the products but i saw the numbers it’s clearly undervalued
The fundamentals speak for itself :)
Great video as always. HIMS is so undervalued, it isnt even funny. Can you make a video comparing with TDOC and perhaps saying what you think of the competition?
Nice try bot.
Thank you. I have already compared their valuations in previous videos. I wouldn't touch TDOC, such a poorly-executed company
@@riyadosofian Can't agree with you more !!
Great job! I totally agree with everything you've said. This business has everything to be one of the biggest winners in the stock market within the next decade. Could you please do a deep dive on Symbotic and Soundhound? Cheers.
Thank you for watching! I never heard of those companies but I'll keep them in mind :)
@@riyadosofian My pleasure! For the good reasons you'll hear from them in a near future, hopefully :)
Glad to have been in on $HIMS since it was a SPAC. It's a solid piece of investment!!
Me too! Thanks for sharing!
There's been numerous Hims insider stock sales over the last two years and only one recent insider purchase. Even the CEO has sold multiple times. What are your thoughts on the many insider sales?
It’s a good question, can someone share is thoughts over this? Thanks
@riyadosofian
It’s time for you to come up with a new video on Hims😊
On vacation right now 😅 will do a new video after Q2 results or maybe earlier 🫡
Hims & Hers Health adds compounded GLP-1 injections to weight loss program.
• The company's oral medication kits start at $79 a month, and its compounded GLP-1 injections will start at $199 a month.
- May 20, 2024
When can we expect the next video 😢
When we get the company's Q2 update
You asked how reacted after the tweet. When I saw the tweet (after 6 h) I sold half. Next day rest.I parked the money into tech stocks which I know well. A few hours before q1 earnings I bought 90% back. It is nice that I could do that swing without tax consequences.
Awesome. Glad you made some money of it :)
Great content. Thanks for sharing.
Thanks for watching :)
Great video and info..Holding 300 shares.
Thank you!
Greay analysis - thx!
Thank you!
Without context and judging by the first 30 seconds, the video could have been about Tesla.
Great work!
That's something new! Thank you!
HIMS TO THE MOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOON!!!!!!!!!
Let's goooooo!!!
Thank you for making this informative video.
You're welcome :)
Thanks
My pleasure :)
I will hold my 35.000 Euro position like forever. Didnt sold anything ever
See you at the moon :)
PS: I love Ragnar
@@riyadosofian Edit: now 56.000 Euro haha. I love this stock
$36 looks good to me!!
That would be juicy!
That would be juicy!
Please review odd, stne, cflt, auna
Not in my coverage list but I'll consider it. Thanks for the suggestions!
ODD is a potentially interesting business
Great stuff! Definitely holding unto mines for as long as management continues to execute
Great analysys
Thank you :)
Calls went 200% today
Nice!
it is great, thanks
Thank you :)
still a buy at $24?
How do you feel about the hims doctors? In theory they could be biased and get pushed to write unnecessary prescriptions. Because more prescriptions means more revenue. As well as as the risk that people could lie about their medical record which could resort in dangerous situations (think of a diabetic using hims viagra). I also own HIMS and am still content with the stock but i do worry about these points. Would love to hear your thoughts.
That's a risk to consider. But I'm sure the company has a rigorous process of choosing the best medical providers in the states. They only have 800+ providers which is not that many so I think HIMS is very selective about their doctors and these doctors have their reputations on their line as well...
🙋🏻♀️New suscriber here!
Thanks for the follow!
@@riyadosofian Could you please give me an idea of a stock that has the potential to double in price in the next few months? This would help me a lot. Thank you."
Nice analysis on HIMs. Any chance you could do an update on OPEN?
I might do an OPEN update after Q2 results. I did write a seekingalpha article on OPEN recently if you're interested...
After that weight loss drug announcement would you say Hims is still a buy? Based off your projections I'd say yes!
We need new videos!! New stocks!!
Lending Club?
Did you look into the personalization thing? It sounds more like a buzzword to me than real actual value the provide. You say you have sexual distinction issues and you weigh x and they give you ed pill with some standard dosage. Not something a doctor wouldn’t do, and not some unique IP that will be difficult to replicate. I do see why people would prefer to order their ed pills online, rather than go to the doctor. But again, that’s easy to replicate
Easy to replicate? Yes, it's true. It's already happened since 5 years ago. Take a look at all the copycat brands out there (Ro, Keeps, Lemonaid, etc.). They're doing pretty much the same thing. But that haven't stopped HIMS from growing like weed. The difference is that HIMS has a very strong brand and near-flawless execution.
Coke is easy to replicate as well
@@riyadosofian what I’m trying to understand is what makes the execution flawless. Judging by user reviews on product hunt I’d say there are some flaws at least on the product side. Hims may be paving the way to a new model of selling certain medication online, tweaking the business model for others to see and learn. Not sure about the value of the brand, I know people get attached to their favorite carbonated drinks for example, but for buying medication - if they can get the same thing for less I can’t see what would stop them. Anyway not trying to be a party pooper, I’m riding this wave too. Let’s see where it takes us.
I want to like this company but the ceo turned political. I sold out and increased my position in pltr .
so you sold massively undervalued company for massively overvalued one , typical retail investor.
@@stanleyne that is what I was about to say haha.
Also, the ceo made apologies during Q1 earningscall so the risk of another scene like we had, is even smaller than before
Fair enough. Thanks for sharing :)
hypocrasy. Palantir is not political? you're just a zionist haha
Don’t invest with your feelings, clown
The conflict between Israel and Palestine WILL go on forever and this guy turned off millions of investors with his dumb comment, the stock will not recover from it. I never liked the product to begin with, I'm glad I didn't buy any.
Thanks for sharing. It is quite annoying to see the CEO make some reckless comments. Hope he learns from it and keeps quiet next time
📈 The CEO provided an excellent buying opportunity.
This stock is dog shit. Way overpriced. Low barrier to entry on competition. Not profitable. HUGE bubble. Get out.
Just cover. Btw spamming this comment on multiple videos only lets people know you're a short seller.
The stock has been dog shit at $4 and it will continue to be dog shit at $100.
The difference between you and me is that I get to profit from this dog shit :)
Sold all of mine. Won’t touch it
Thanks for sharing :)
📰 $HIMS +27% 📈:
• Hims & Hers Health adds compounded GLP-1 injections to weight loss program.
• The company's oral medication kits start at $79 a month, and its compounded GLP-1 injections will start at $199 a month.
- CNBC, May 20, 2024
Go check the stock .. 😂
I avoid woke stock
Thanks for sharing :)
Ok, stay sleep!
Let them get the bud light treatment.
What...
Mark my words - they will fail....
Okay
📈
@@platoscavealum902 ok.....
Your content is great but I will not invest in a company whose CEO is anti-Semitic, as a Jew living in the Land of Israel I do not want wars, this war hurts the Palestinian people and ours, all because of Hamas, accusations against Israel are ridiculous and disappointing, I wish everyone to live in peace with each other❤️🙏🇮🇱
You are great! As always
Fair enough. I understand that HIMS stock is not for everyone (due to sensitive geopolitical reasons).
Thank you for sharing. I appreciate you :)
Peace from Indonesia 🇮🇩
@@riyadosofian
His wife and kids are jews. He has never said anything anti simetic. He is a Palestinian descendant himself and has family in Gaza who are being murdered.
I find it ridiculously infuriating if he gets called an anti-semite.
You think the CEO is antisemitic because he supports university students around the world who are demanding their universities' divest from weapons contractors and other companies which are aiding the GOVERNMENT of israel in committing literal war crimes? you're mad because he, like billions of others around the world and the United Nations, is calling the government of israel out for murdering innocent Palestinian men, women, and children? wow israelis are unhinged lol
Criticizing a GOVERNMENT for murdering over 40,000 innocent Palestinian civilians, mainly women and children, is not antisemitic just as criticizing the american government for its war crimes is not anti-christian. Get a grip.
CEO has a great moral compass. And stands for humanity.
I hope he is :)
True story ❤️
Bot account identified.