HIMS
Hims & Hers Health, Inc.
stock NYSE

Y’all are sleeping on HIMS. It’s going to double by Feb

HIMS

$HIMS and $SMR

HIMS needs some of their own medicine (and not the weight loss kind)

Selling puts in HIMS and SOFI. Godspeed to anyone in those names. I tend to cause a drilling effect

$HIMS gotta be at the bottom now right?

Should I start a position on HIMS?

https://preview.redd.it/da2iulywddag1.png?width=2400&format=png&auto=webp&s=509b1889bed447beabf902d12ecf905c174b0d86
Picked some value picks for LEAPS and sold puts on some higher IV growth names, including: TTD, HIMS. Also some puts on KHC just because I want to own it for the turnaround story while sitting on rich dividends.

I thought HIMS would go below 35. Here I am
bag holding and HIMS is stuck between 33-34

HIMS stock has been down pretty bad from the highs earlier this year. Some of their deals to sell GLP-1s made by other companies fell flat and their own push to sell proprietary GLP-1s didn't fare much better.
BUT, with the new rollout of pill-form GLP-1s and New Years upon us, many high-calorie humans will inevitably have new years resolutions, the 'biggest' of those resolutions being to lose weight. With food companies already engineering food to circumvent these drugs, this will result in a never ending cycle of gluttony and shortcuts taken to mitigate the aftermath. Not to mention, HIMS has been beating earnings reports and revenue is up 49% YoY. It seems to have hit a bit of a long technical bottom as well. I also think their marketing and discreet means of shipping is beneficial to people not looking to be obvious about their use of these drugs.
Counter arguments to me would be big pharma doesn't want people to lose weight because then they lose money in treatment later on when folks are dying from diabetes. Also the GLP-1s causing bone and muscle loss could be a problem- but from what I've seen no one cares about that in the short term. Big food doesn't like it either, but they'll find a way to re-addict all of you.
I would short discipline, but it isn't a stock. Positions below.
https://preview.redd.it/djzu1p2vxcag1.png?width=896&format=png&auto=webp&s=9273000e80a9445547c0c414401878608d125472

HIMS Hims & Hers Health stock

Why shouldn't I buy $30K worth of HIMS?

1. $IREN
2. $HIMS
3. $ONDS
4. $UAMY
5. $TE
6. $PATH
7. $POET
8. $ZETA
9. $EOSE
10. $OUST

The CAC payback + long-term operating leverage angle is the key thing most people overlook. One thing that’s helped me with names like HIMS is using AI to run quick bull/base/bear cases on subs, margins, and dilution - it makes it way easier to see where the real risk is vs just headline noise. Definitely adds clarity before sizing a position.

HIMS Might be Undervalued by ~ 20%

HIMS is making all their pills look like E on their ads 

My biggest wins came from DKNG, HIMS, FUBO, UVXY, PLTR and CNC.

OP made some good calls, HIMS, GOOG, etc.
but he advised SNAP and TE a couple months ago and was completely wrong (well TE has moved up a bit in the last week or two but that's it)
imo he's 50/50 now, which is no better than a coin flip. Take this post with a grain of salt.

Not retired, just hit 50....accomplishing a siginifcant re-balance.
my effective new stance (I was very passive the past few years)
\- 60/40 Growth to income/value (currently at 20/80, uggh)
\- generate 30/per year on income
\- Watch for NAV erosion on ETF's
\- accumulate on strong pullbacks
\- diversify through sections
Just shed a few items $USB and $TFC and picked up $IREN $HIMS $NBIS along with $BTCI $MAGY and fortified $QQQI and $SPYI
Took some high-risk flyers on $POET $HOOY
Open for constructive commentary

I think it’s time to start selling puts in HIMS. I’m also considering SOFI and INTC. Maybe an AAPL Iron Condor or butterfly. Maybe a small position in NKE to see what happens with Tim.