Beat The Denominator
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$HIMS drops on reports that Lilly is gathering medical records to potentially build a case against sellers of compounded Tirzepatide. Take a guess: Does Hims sell Compounded Tirzepatide?? And they tell you markets are efficient...
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$HIMS does not sell compounded Tirzepatide, the drug that came off the "shortage list." $HIMS sells Semaglutide, a drug still on the shortage list. This should be the headlines, but it would not draw clicks, would it?
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I hope such a thoughtful and strong response will bring back all $Hims stakeholders together. I'm a fan of your company and your leadership, you're making the world a better place by making healthcare accessible and cheaper. Can't wait for the call tomorrow.
The last few days have been a disheartening reflection of just how divisive a time we live in. I’d like to clarify a few things because my words have been misconstrued by some.
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The Best Undervalued Hyper Growth Stocks Right Now - New Spreadsheet (I'm Back!) $HIMS $STNE $ODD $TDW $SMCI $CELH $FOUR $MELI $TMDX
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$HIMS just announced a $50m buyback!!!!! IS THIS CHRISTMAS BEFORE THE HOLIDAYS!! The cheapest stock I've seen in my coverage is buyback its stock!
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$hims results look outstanding! FY 2023 revenue guidance is increased for the 4th time in a row... to 868-873m... EBITDA guidance also increase for 4th time in a row...
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$hims is only up 6% today after its outstanding results... what a steal. The company cheaper today if you adjust for the growth that just posted this Q1.
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$HIMS
#HIMS
is the MOST RECESSION PROOF STOCK I OWN, guys will get their car "repoed" before they quit their main product... Yet the stock is now trading in the $13 range because of recession fears... Mr. Market makes no sense. Stocks are NOT easy money for sure, believe me.
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$HIMS is now flat from earnings day... I'm going to get some LEAPS now.
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I'm halfway thru the Q1 2023 $OPEN earnings call & I am impressed. New contribution margins of 8.5%, Q2 2022 cohort is 92% sold, and buying back it's old debt at an $88m discount (because it's debt trades so low!). Loving it.
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Officially an owner of Jan 2026 Hims $12 Call Options :D I only have LEAPS on 3 stocks... so means I'm very bullish.... $HIMS
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$Hims = (eDoctor + ePharmacy) - (Insurance + Complexity).
Will $Hims Disrupt The Sickcare Industry?
If you want to hear me ramble about why I love
#Hims
for 30 minutes, feel free to listen to this latest video haha. (I love Youtube!)
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$HIMS JUST Done with my preliminary analysis of the RESULTS.... now can't wait for the call!! (need to get off Twitter... I've seen some spoilers about the call from the community already...).
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$Sofi back to pre-earnings level, and now $RKLB back to trading to their "prior to $0.5b contract" -- Def adding Sofi after their earnings, and I'll have to look at $RKLB again now. Short term, nothing makes any sense.
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So apparently, $SOFI is discontinuing crypto... I regard this as a major negative in the long run. Sure won't change much short term. But the value proposition of a "one stop shop" fails in the eyes of the consumer if Gen Z's favorite asset class can't be handled by
#SOFI
. :(
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$SOFI from latest 10-k. Unrealized losses on their securities and MBS are entirely immaterial at $8.6m of unrealized losses... All looking good to me.
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@petercostes
Haha Hims does not sell compounded Tirzepatide... it's just the market not bothering to even go on their website.
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@presidential01
@piersmorgan
He calls Hims a "Buzzy sexual health company" -- The lack of understanding of Hims shocks me the most. $Hims NAILED the telehealth and remote pharmacy model TOGETHER... meanwhile both Amazon and Teladoc are still trying to figure it out...
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Hims Stock Just Had Its Best Quarter Ever! Yet Again! (Q3 2023 Earnings Analysis) Finished just in time before the $Hims conference call!
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Hims Posts Stunning Results, Will Achieve LT Outlook 1 Year Early, GAAP profitability, new CAC and market share numbers, etc. $HIMS
#HIMS
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Hims Just Had Its Best Quarter Ever! Yet Again A Triple Beat, 83% YoY Sales Growth, Raised Guidance! $HIMS
#HIMS
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#HIMS
is down 2% after a stellar quarter. This stock gets no respect from the market... I wish
@AndrewDudum
just reinvested everything it makes into customer acquisition and new products. Why give Wall Street profits when Wall Street gives you no respect back?
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Hims: My Full Thesis in Under 10 Minutes! (HIMS Stock Analysis) -- or in under 5min if you listen at 2x speed... I tried to pack so much in this one. Tell me what you think of the "under 10 minutes" format.
#HIMS
$HIMS
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@PeterDiamandis
The sale of real estate. Selling your family house should not mean a 6% toll in today's world.
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New $OPEN CEO: Eric Wu Is Now Freed From Mr. Market & Can Focus On Disrupting Real Estate For Us All - Opendoor's Wu did not "step down" in the traditional sense of the term > To me, he got promoted to "Innovator-in-Chief." A great move this insane market
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Are Hims, Shift4, and Paypal Undervalued? A look at valuation + What I'm Doing ( $HIMS, $FOUR, $PYPL)
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$TSLA call was outstanding. Sad we didn't see a dip, but glad I bought in the 140s.
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Why Hims' New Product Category WILL BE HUGE! Introducing Preventative Heart Health Treatments! $HIMS
#HIMS
...... I can't even contain my excitement in this video, very very happy about the new ED + Heart Health product. We finally got our NEW CATEGORY!!
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8 Hyper Growth Stocks: Are They Undervalued? Spreadsheet of Growth Rates, Profitability, Rule of 40 $MELI $PDD $HIMS $ODD $SOFI $FOUR $CELH $TMDX
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Officially took a position in $RKLB today for the "He must do something" portfolio... My tiny portfolio where I take risks and expect to make no return. Kind of a "gambling" portfolio, my therapy to fight the urge to buy stocks and not make big mistakes with the larger portfolio.
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Hims Stock Just Had Its Best Quarter - Part 2 - Key Takeaways (MORE BULLISH THAN EVER!)
#HIMS
$hims
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Is Hims Still Cheap After The Recent Rally? $HIMS vs. $ODD, $TDOC, & $LLY + Future Growth & Tailwinds
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Why I'm Still Buying Opendoor Stock: When The Fed Pivots, It Will Be Too Late! Why I believe They're Managing The Downturn Well are Poised To Benefit In The Long Run...
#Opendoor
$OPEN
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Opendoor Up +33%! Not So Bankrupt After All? Make No Mistake, OPEN Is Both A Macro & A Tech Play $open
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Are $HIMS, $LNTH, & $TMDX Undervalued? Healthy Growth: My FAVORITE Healthcare Hyper Growth Picks!
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$tsla proves once again that high fear and uncertainty surrounding a stock is usually a good indicator that it's time to buy. Glad I made all these videos about buying TSLA as it was dipping... Not buying TSLA at these levels anymore. Focusing on other stocks + BTC now.
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Why Hims Is A True Zero-to-One Idea: How Many Times Better Than Legacy Healthcare? $HIMS
#HIMS
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@himsinvestor
@AndrewDudum
@wearehims
@wearehers
I am shocked the stock is not up more. They literally gave EVERYTHING WE WANTED! From market share, to profitability, to great info on customer acquisition cost... loving this report.
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Is Opendoor Headed To Bankruptcy In The Short Run? Fed Pivot Thesis, Free Cash Flow, & Digging into their committed Borrowing Capacity $OPEN (Spoiler alert: I think
#Opendoor
will do just fine).
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Will Hims Need Stop Selling GLP-1s Soon? Maybe not... Generics Are Coming! $HIMS
#HIMS
#Ozempic
#Liraglutide
#Victoza
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With Bitcoin at 60k, I can no longer say Tesla is my largest position! My largest position is now $btc. It earned that spot all on its own!
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THIS MASTER VIDEO IS 6 VIDEOS in one. (Best Listened to as a podcast). I explain my full updated thesis for ENPH in just under 1 hour, which is a miracle!
#ENPH
$ENPH.
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#hims
$hims is the future of healthcare, not a random provider of ED drugs. This early clip from my channel describes how I understand Hims: A preventative healthcare company, a true disruptor, operating outside of the insurance system.
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Is the Tesla and Enphase Valley of Despair over Soon? My Keep It Simple Stupid Thesis, 10 years out $TSLA $ENPH
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Charlie Munger was a main figure to us all investors. His name is only 2nd to Buffett IMO.
#CNBC
coverage is sub par honestly, totally not stopping their ads or anything. I disagreed with his style a lot, but he deserves a MUCH BETTER tribute honestly.
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Hims: Are They Spending Too Much On Marketing? Customer Acquisition Costs and the 21st Century Firm $Hims
#Hims
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Enphase: Getting Ready For More Growth, More IRA Money, & More Demand ( $ENPH Stock Q1 2024 Earnings)
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I pay so little attention to stock prices that I have to go to Twitter to see $ZS and $OPEN are both up 20ish% today!
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SoFi Still Cheap, Done Selling PLTR + Thoughts on AI, Nvidia, Tesla, and the "Coming Wave" $TSLA $NVDA $PLTR
#AI
#TheComingWave
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Hello everybody! I am taking a 3-week vacation and won't be able to post my regular videos, but I do want to make some evergreen videos. Can you help me find some ideas? What are some of your questions about growth stocks, innovation, and macro? Where can I add value? Thanks!
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Another Market Wide Sell-Off! Market Losing Its Mind? Advice on DCA, Forest Walks & Prospect Theory -- Now that I'm done with this rant, I'm going on a long walk :D !
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My video of the day: $Hims does not sell Tirzepatide. $Hims sells Semaglutide + Bonus: How to Search Information on Google! (I was going to make a more intellectual video, but the market forced me to cover this yet again...)
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15 Hyper Growth Stocks: Are They Undervalued? Spreadsheet of Growth Rates, Profitability, Rule of 40 $TSLA $ENPH $CRWD $ZS $HIMS $TMDX $ODD $ONON $CELH $FOUR $STNE $PYPL $MELI $SE $AMZN
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7 Consumer Hyper Growth Stocks: $ODD, $BROS, $CELH, $ONON, $LOVE, $HIMS, $INMD (Undervalued & Rule of 40+)
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My video of the day: $Hims does not sell Tirzepatide. $Hims sells Semaglutide + Bonus: How to Search Information on Google! (I was going to make a more intellectual video, but the market forced me to cover this yet again...)
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Bull Case for Hims: Everything You Need to Know on HIMS Stock (MOST COMPREHENSIVE ANALYSIS YET!) $HIMS
#HIMS
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Gen Z FinTechs: SoFi, Robinhood, Nubank, Block, Affirm & Coinbase. Undervalued!? Which Do I Own? $SOFI $HOOD $NU $SQ $AFRM $COIN
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The Most Undervalued Hyper Growth Stocks Right Now (31 High Quality Disruptive Growth Stocks) $TSLA $ENPH $STEM $HIMS $DDOG $SNOW $PLTR $MDB $CRWD $ZS $NET $MELI $SE $SHOP $DLO $STNE $SQ $AMD $INDI $NVDA $CELH $LOVE $FIGS $DOCN $LNTH $SWAV $ONON $ABNB $TMDX
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3 Catalysts For Opendoor - Layoffs, New Mortgage Rule Impact, & Real Estate Market Stabilization
#Opendoor
$OPEN
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All "risk" growth stocks selling off today... indiscriminate selling. But hey, bankrupt Bed, Bath, and Beyond is up 8%! I bought $Hims and $Tsla today.
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Another day of selling $PLTR and buying $ENPH for me. The cost of $ENPH expressed as $PLTR shares is 4x cheaper today than 1 year ago! (I still like both stocks, but I like this opportunity to swap to generate alpha).
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Hims ≠ Teladoc: Why Is HIMS Growing Much Faster Than TDOC Stock? Which Is Most Undervalued? $HIMS $TDOC (I think I'm doing Youtube wrong by the way... I should cover NVDA not HIMS right now haha)
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@GooniesIL
The Streisand effect suggests removing the old post would make it way way way worse. He's transparent, he clarified things, he's pro peace.
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@Brian_Stoffel_
@presidential01
@BrianFeroldi
Hims = (eDoctor + ePharmacy) - Insurance. They can move faster than anyone in the field because they don't deal with insurance reimbursement. They have 1.5m subscribers = opportunities for cross selling. We don't need 45k pharmacies (2 large automated warehouses are sufficient).
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Why Is Hims Stock So Undervalued? Calculating The Multibagger Potential for Hims: 2.64x in 2 Years..
#HIMS
$HIMS
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Best Hyper-Growth Stock Portfolio: What If I Could Only Buy 10 Stocks? (MY FAVORITE STOCKS REVEALED) $TSLA $ENPH $MSTR / $BTC $HIMS $CRWD $MELI $STNE $LNTH $TMDX $CELH
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Yea.. no way I'm getting a fill. Back to "Keep it simple stupid" and just getting shares :)
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In 2015, I sold all of my $BTC. Sold it ALL for just under 250$ a piece. I remember vividly the HATE I received from everyone: I was wrong and dumb. This is why I build conviction and facts on my own now, without input from outside world.We can't agree on all stocks. I like $OPEN
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StoneCo ( $STNE) Q1 Earnings: Steady Growth, Cheap Stock! (+comparison with $FOUR, $PYPL, and $DLO stock)
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Looking For Undervalued Stocks post TSLA's Rise: MicroStrategy (MSTR) & SOFI Earnings, Hims & Shift4 $MSTR $TSLA $SOFI $FOUR
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Still Buying More Tesla, Hims Backend Experience, and Paypal Innovations $PYPL $TSLA $HIMS
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Opendoor Q1 2023 Earnings Summary: Takeaways From A Great Call (OPEN Stock Analysis & Update) $OPEN
#Opendoor
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What If Hims Stopped Marketing Spend & Turned On The Cash Machine? (MY MOST UNDERVALUED STOCK!)
#HIMS
$HIMS (Hims: Please don't do this, marketing is an investment in the future.)
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4 Hyper Growth and Undervalued Consumer Brand Stocks...with One Clear Winner ( $HIMS, $LOVE, $ONON, $ODD)
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StoneCo Just Reported Outstanding Q3 2023 Earnings (Up +12%, STILL HIGHLY UNDERVALUED!) $STNE
#STNE
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Enphase's Q4 Earnings: "Q1 Will Be The Bottom" -- Are We Out of the Solar Crisis? ENPH Stock Up +14%
#ENPH
$ENPH
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@FeltonFu1
I will be back in the fall. I had to focus back on real estate for the summer (selling a large property) and it sucks all my time... + No more office. Good news is once sold, no more real estate and happy renter will mean = tons of time for Youtube!
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$TMDX, a stock that I wrongly dismissed for "feeling uneasy" about the topic, just posted 159% YoY revenue growth and 27% QoQ growth.... stock is up 35% after hours... but really warranted! Biz is 27% bigger than 3 months ago! Insane. I need to revisit $TMDX
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Opendoor's Impressive Upside Risk Asymmetry: My Back of the Napkin Math Highlights 20x Potential
$OPEN
#OPEN
The State of Opendoor + Conference call highlights
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@DataDInvesting
I modified them later in the slide (I see you're still on Enphase)... I record my videos all at once, and did not feel like redoing it. Let me add a note to the video. If you go to SoFi you'll see my revenue numbers are correct. I'm bullish $SoFi at these levels and been buying.
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@AndrewDudum
Thank you
@AndrewDudum
for connecting with your shareholder base and taking great care of
#HIMS
! I hope to own shares in your company for the long-run and be a customer someday, market is giving you no credit at $9 a share, but we see the progress of the co every day. Love $HIMS
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Just saw the $tsla cybertruck earlier today. Stunning in real life! Sry for the bad pic
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Bought $SQ and $STNE today (which in my view fell by association). Nothing gets more fun than seeing shorts shorting the absolute leaders in digital wallets, which are well on their way to replacing banks in my opinion. Hindenberg is a great name by the way!
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Pharmacy Strikes Are Coming! Do We Need 45,000 Retail Pharmacies? Are They Immune To Digitalization? $HIMS $AMZN
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3 Small Caps with Explosive Revenue Growth & Upcoming Profitability: $HIMS $STEM & $INDIE GET NO LOVE!
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13 Israeli Growth Stocks - Are They Undervalued? (Scanning for Innovative Israel Stocks) $INMD $ODD $FVRR $CHKP $MNDY $MBLY $ESLT $WIX $PGY $SMWB $CLBT $SEDG $GLBE -- This is my most disliked video ever :( -- too bad, some great stocks in this list.
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Are These AI Stocks Undervalued? Comparing $NVDA, $AMD, $INTC, $SMCI, $PLTR, $TSLA, $MSFT, and $CRWD on my valuation spreadsheet. Which do I like the most? Find out here:
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Hims Hims Hims! Outstanding FY 2022 & Hillariously Low 2023 Guidance Create A Perfect Opportunity
$HIMS -- THANK YOU ANDREW DUDUM FOR THE SANDBAGGED GUIDANCE!! Stock is only up 9% and the accumulation windows is not closing yet for me!!
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Market Updates: Hims Acquisition, Tesla vs. Waymo, SMCI, Enphase vs. the election, Apple Disruption $HIMS $TSLA $GOOGL $ENPH $SMCI $AAPL
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I've Screened 118 Hyper Growth Stocks... These 7 Are Absolute Gems (Deep Value + Growth + Cashflow) $LI $LFMD $PDD $LKNCY $HIMS $BKSY $GCT
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SMLR Stock: An Undervalued MedTech with a Bitcoin Twist? Semler has low multiple, 24% EBITDA yield.. (QuantaFlo maker) $SMLR $Semler $BTC
#Bitcoin
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Best Hyper-Growth Stock Portfolio: What If I Could Only Buy 10 Stocks? (MY FAVORITE STOCKS REVEALED) $TSLA $ENPH $BTC $MSTR $HIMS $PLTR $MELI $STNE $CRWD $NU $ABNB
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