BuyNowUnlimited
Posted - 8 hours ago
$HIMS man, it was gonna be a great day , struggling to stay above 9
Jasooon
Posted - 12 hours ago
$HIMS, just a reminder - GLP-1s will have a big impact on HIMS next year. The weight management line supports GLP-1 users and Andrew alluded to plans to have GLP-1s as part of their product line in the future multiple times.
Jasooon
Posted - 12 hours ago
$HIMS, already 125k subscribers and triple digit growth for the mental health business. This is a product line that I can root for, as the suicide rates are at the highest. You can feel good about helping people and making money here.
Jasooon
Posted - 12 hours ago
$HIMS, this is a sad statistic, but this is why their mental health product line has been growing like crazy. Depression and mental diseases are on the rise. Although it is still a very small piece of their revenue, I can see this becoming a much bigger part of the growth story by end of next year.
https://x.com/unusual_whales/status/1732402261278744756?s=46&t=7vIazpOiaR63N_ccf3b54A
WallStreetBuyDip
Posted - 12 hours ago
Here's the result for SPAC stocks. This is the result of ONLY buying when H% is low.
I have timestamps + buy fills for everything. The result speaks for itself
Next, I'll trade $HIMS also.
BuyNowUnlimited
Posted - 13 hours ago
$HIMS anyone see this on the app yet ?
Davy60
Posted - 14 hours ago
$HIMS Andrew has mentioned many times that his goal for HIMS is to be around a 20b MC. With less than a 2b MC right now, that’s a 10x from current pricing. Is this possible? Given the TAM of new categories (I.e weight loss), margins of 70%+ and revenue growth of 60% in the next few years, virtually no debt, FCF positive and profitability right around the corner, it is obtainable in my opinion. It’s hard to find companies like innovative growth companies HIMS these days but when you do you hold and let them mature.
MrMoneyBags4
Posted - 14 hours ago
$HIMS This is just the start- positive sentiment with all analysts. Negatives are a reach, need to spend on advertising to capture the market, and creating barriers to entry which only increases further with superior branding & product.
RoSmoove
Posted - 14 hours ago
$HIMS my avg is 7.23 I have 1.5k shares 10% of my portfolio, this will make a lot in the next couple of years :)
RoSmoove
Posted - 14 hours ago
$HIMS this a 10 BN company
jfort444
Posted - 14 hours ago
$HIMS PREPARE FOR TAKEOFF!! THIS IS A 100$ STOCK ALL DAY!!
Newbie_bekind
Posted - 15 hours ago
$HIMS like everything there doing and understand the app is new. But still waiting on the hair blends or whatever there calling it to make its way there. Seems like there app should focus on simplicity and navigation/login instead of ux until they can figure both out. Always seems complicated and hard to find what your looking for. I'd rather use the website but can never remember my login and app at least has biometric login which is a huge step up. Love what the team is doing just concerned about there app quality and complexity. Keep the compounded product options rolling Andrew/yemi. Keep Melissa locked up and we should get a nice move up if we can go net income positive 4th quarter. I'll be interested in the subscriber numbers and people using the personalized over generic products over the next year
TTT34
Posted - 16 hours ago
$HIMS "Based on data collected between 2017 and 2020, approximately 41.9% of adults in the United States are considered obese. This prevalence has been steadily increasing over time. Additionally, the same data set indicates that 19.7% of adolescents and children in the U.S. also fall into the category of obesity." So this new category has $100 million+ potential customers. With current pricing ($79 per month), 1% market share means $1 billion dollars of revenue per year.
Jasooon
Posted - 1 day ago
$HIMS, weight-loss management line will SUPPORT GLP-1 users. Andrew stated in the past that they will eventually have GLP-1s also. This is a good way to set that up. Wall Street will be watching carefully. Either way, GLP-1s are a major secular tailwind for HIMS. "Most notably, the program does not support the prescription of GLP-1 drugs, but it’s our understanding that the program supports patients with existing GLP-1 prescriptions." $ARKK $IWM $TDOC
ParsecTI994A
Posted - 1 day ago
$HIMS move variety for ED
blackhatcapitalnews
Posted - 1 day ago
$HIMS for majority of this year I thought that gap was going to get filled, and while I think it's still possible it's growing more unlikely as the company continues to grow with a stagnant stock price. If that fills ever it's a gift from the market, otherwise the buyback and future growth is in place.
LearnInvestProfit
Posted - 1 day ago
$HIMS It’s really interesting seeing the momentum and how they’re systematically controlling their cashflow and net margins while they’re mainly focus on growth. I wouldn’t be surprised if this overtime becomes one of those high flyers with high price ratios. Investors love paying more for companies that are capable of showing thick margins. Which they are very capable of doing. Then imagine mixing that with a very long run way of growth opportunity. 😊
Steve1309
Posted - 1 day ago
$LFMD with $HIMS missing the mark on a delayed start for weight-loss management, it will be interesting how effective LFMDs cross marketing strategy is on taking away HIMS market share of their common line of drugs sales related to hair loss, ED, etc etc ... Really is an important moment and opportunity for them.
Sam_LA
Posted - 1 day ago
$HIMS Happy Tuesday to all the HIMSters with $BTC.X in their portfolios!!👍📈
STCKPRO
Posted - 1 day ago
$HIMS NEW ARTICLE : Celebrating Seeking Alpha's New Analysts - November 2023 Edition https://www.stck.pro/news/HIMS/69445660/
stockilluminati
Posted - 1 day ago
$HIMS https://www.stockilluminati.com/hims/news.php - Celebrating Seeking Alpha's New Analysts - November 2023 Edition
Newbie_bekind
Posted - 1 day ago
$HIMS not looking bad. I think weight loss is not really taken seriously so is more upside. Im more interested in how many people will upgrade from just a finasteride or something to the new compound product with minoxidil(think price is double) and what those margins are in comparison. Then you could have people switching back..could make revenue more volatile but more options and products and potential revenue is always good
Jasooon
Posted - 1 day ago
$LFMD $HIMS
https://x.com/carlquintanilla/status/1732027639366402397?s=46&t=7vIazpOiaR63N_ccf3b54A
Newbie_bekind
Posted - 1 day ago
$HIMS 9s baby
StockReversals
Posted - 1 day ago
$HIMS continue to like, needs to consolidate a bit, long in the TPS service from 6.90
TimothyCavendish
Posted - 1 day ago
$HIMS 1/2 My view on the new Weight Management category is somewhat ambivalent. In contrast to HIMS traditional categories (ED, HairLoss, mental health..), WM is relying on entirely different economics. Since WM is not a truly chronic condition, it comes with high churn by nature; customers acquired during winter may be gone come summer. The Lifetime of WM-customers is comparatively short (maybe 6 month); i.e. there is high need to recoup CAC extremely fast, i.e. the lower LTV dictates an ultra conservative marketing approach to WM. Last but not least, WM has the potential to partially cannibalize some revenues from HIMS traditional categories. Ex-fatties may enjoy better heart health, better erections, and a better mental state. That said, I am happy to note that Andrew/Yemi seem to address the different economics at work here: a) WM subscription starts at $79/month as compared to $49/month with most traditional categories.
Lukas2023
Posted - 2 days ago
@Jasooon He said: Those are many of the reasons I love the long term value creation opportunity with $HIMS - this had nothing to do with the Analysts comment that Hims is a typical buyout candidate. He also liked a Tweet of someone that begged him not to sell the company.
Jasooon
Posted - 2 days ago
$HIMS, so the CEO agrees that this is a buyout candidate??
https://x.com/andrewdudum/status/1731019495911870893?s=46&t=7vIazpOiaR63N_ccf3b54A
