Great analysis. I love how you go into detail, never just superficial hot takes! I am also very bullish on Hims. However, I would have loved it even better to see some more comments on the risks and the competitive environment. For example: 1. Current competitors. Is there anyone doing anything similar out there and how is HIMS better? 2. Potential new entrants. I have seen other analysts say that Amazon is well positioned to enter this market. Do you think Amazon can "eat Hims' lunch"? 3. Potential lawsuits from GLP-1 producers. I read Eli Lilly was moving to sue compounders. I think there's material for a whole separate video there. Maybe a SWOT analysis with a focus on threats? I'd love to see that!
@@riyadosofian looks like the news just officially broke today about Amazon releasing their own hair loss treatment membership! i would love to hear your thoughts on this in your next video
Thanks for this video man! Even though GLP-1 wasn't part of the growth story in the start, we can really see that it is a really nice addition for HIMS. In my opinion, even though they might lose the right to sell compounded semaglutide in the near future, we have Liraglutide that comes off patent really soon too. Yes i know it is less efficient but at least patient will still have something to take if HIMS lose the generics right to sell Semaglutide! Anw I love this company it's my number 1 positon!
I love the title "The MESSI of Telehealth". It's so true. Great company and execution is incredible. Hey, I have two questions, I'll much appreciate your reply: 1. Do you know of LFMD? they're also growing very well, also telehealth and maybe even cheaper. Any chance you can do a video on them? (disclaimer: I own LFMD). 2. Can you do a video of the top-3 or top-5 small caps you consider are best to invest for many years? I'm not asking this for advice, I have good positions already, just interested in your outlook and especially how you prioritize different stocks (like SE, GRAB, HIMS, SOFI etc.., where do you see most opportunity etc..) THANKS!!
Thank you for the comment. I've heard of LFMD but have not done any research on them. In terms of small caps and other opportunities, I'll probably do a portfolio update and talk about my bullish positions. Aside from the stocks in my portfolio, I haven't seen any particular opportunities that caught my attention...
Riyado, gotta know what your thoughts are on Amazon becoming a direct competitor with Hims. To what extent does this change things? How strong will Hims moat be compared to Amazon and their network. I'd really love to get your thoughts. Thanks!
I hold VOO NVIDIA AMZN XOM CGC and SCHD in my portfolio. I was looking into ABBV,JNJ, or BSX (a lot in healthcare) I want solid growth but I would also want good/stable returns. Should I get into XLV instead of the ETF that holds all of them aswell as UNH and ELI? Of course I will be DCA into any of them.
That's a great idea. But would this video benefit you if it was audio only? I think the visuals play a huge role in conveying my message. Without them, I think it'll be difficult to follow...
Thank you. Haven't looked into ENPH results, as I'm busy covering my core positions. ENPH is less than 1% of portfolio so not a priority for me. Judging by the price action, things are looking bad. I might cut my losses and move on.
Amazing video as usual. HIMS is one of my biggest positions along with RKLB and IONQ.
All 3 are going bananas. Congrats to you!
Great analysis. I love how you go into detail, never just superficial hot takes! I am also very bullish on Hims. However, I would have loved it even better to see some more comments on the risks and the competitive environment. For example:
1. Current competitors. Is there anyone doing anything similar out there and how is HIMS better?
2. Potential new entrants. I have seen other analysts say that Amazon is well positioned to enter this market. Do you think Amazon can "eat Hims' lunch"?
3. Potential lawsuits from GLP-1 producers. I read Eli Lilly was moving to sue compounders.
I think there's material for a whole separate video there. Maybe a SWOT analysis with a focus on threats? I'd love to see that!
Thank you for taking the time to write this suggestion. I think this could be the topic of a future video :)
@@riyadosofian looks like the news just officially broke today about Amazon releasing their own hair loss treatment membership! i would love to hear your thoughts on this in your next video
Thanks for your great work. Your calls made me some nice profits.❤
Love to hear that from you :) thanks for trusting my calls!
Thanks for this video man! Even though GLP-1 wasn't part of the growth story in the start, we can really see that it is a really nice addition for HIMS. In my opinion, even though they might lose the right to sell compounded semaglutide in the near future, we have Liraglutide that comes off patent really soon too. Yes i know it is less efficient but at least patient will still have something to take if HIMS lose the generics right to sell Semaglutide! Anw I love this company it's my number 1 positon!
Awesome. Thanks for sharing. It's my number 1 position as well. Cheers :)
@riyadosofian cheers for the 20% move of today hahahah!!
Thoughts on Amazon announcement?
I love the title "The MESSI of Telehealth". It's so true. Great company and execution is incredible. Hey, I have two questions, I'll much appreciate your reply: 1. Do you know of LFMD? they're also growing very well, also telehealth and maybe even cheaper. Any chance you can do a video on them? (disclaimer: I own LFMD). 2. Can you do a video of the top-3 or top-5 small caps you consider are best to invest for many years? I'm not asking this for advice, I have good positions already, just interested in your outlook and especially how you prioritize different stocks (like SE, GRAB, HIMS, SOFI etc.., where do you see most opportunity etc..) THANKS!!
Thank you for the comment. I've heard of LFMD but have not done any research on them. In terms of small caps and other opportunities, I'll probably do a portfolio update and talk about my bullish positions. Aside from the stocks in my portfolio, I haven't seen any particular opportunities that caught my attention...
@@riyadosofian Hi thanks for replying to me. Looking forward to your next video.
Is it true that they’ll get involved with Amazon?
What do you mean get involved?
Hims
Riyado, gotta know what your thoughts are on Amazon becoming a direct competitor with Hims. To what extent does this change things? How strong will Hims moat be compared to Amazon and their network. I'd really love to get your thoughts. Thanks!
Could you please provide insights on CAVA and VRT? They both appear to be strong stocks, and I would like to know your thoughts.
I haven't research them at all but if they go down to much more reasonable valuations, I might consider starting my research on them.
Thank you. Holding worth of 3K$ shares.
My pleasure :)
I hold VOO NVIDIA AMZN XOM CGC and SCHD in my portfolio. I was looking into ABBV,JNJ, or BSX (a lot in healthcare) I want solid growth but I would also want good/stable returns. Should I get into XLV instead of the ETF that holds all of them aswell as UNH and ELI? Of course I will be DCA into any of them.
I don't focus on ETFs but I do hold ARKK. I think you can find other TH-camrs that cover ETFs...
I bought a bottle of hims & herd gummies. Are they for men and women?
Please start uploading on Spotify :)
That's a great idea. But would this video benefit you if it was audio only? I think the visuals play a huge role in conveying my message. Without them, I think it'll be difficult to follow...
I am very scared what regulation and lawsuits can do to this company. For those reasons I liquidated my position.
Regulation and lawsuits are definitely the biggest risks in the healthcare industry, so that's fair enough...
Great video as always, but what about Enphase? It's the case to buy the dip?
Thank you. Haven't looked into ENPH results, as I'm busy covering my core positions. ENPH is less than 1% of portfolio so not a priority for me.
Judging by the price action, things are looking bad. I might cut my losses and move on.
Prolly why boom we 27 now
I'm not surprised :)
Ronaldo of telehealth* 😄
😂
Maybe I should have gone with that instead 😂
Agreed 🎉🎉😂
SUIIIIIIII!!
@@marekgaboury457 suuuuuuiiii
I really just had to watch 6 ads during this 20 minute video. Please don't add so many during these short videos.
I just enable monetization but I have no control over how many ads get played...
@@riyadosofian Yes you can...