$HIMS

Explicit claim • strong conviction • basis: price target upside

HIMS to $100 is inevitable

Explicit claim • strong conviction • basis: drawdown discount

So, let's start with number four, which is HIMS. So, what is Hims & Hers Health? It's a healthcare company. ... Now, let's talk about short interest. That's 25% of the float currently in short positions. ... But a lot of this is now turning positive. Look at what happened with Novo. They dropped the lawsuit and signed a deal, which means Novo's weight loss drugs are now being sold on the Hims platform. So, the biggest enemy is now a partner. And looking at the business, second quarter revenue was $753 million, up 38%. Subscriber count is about 2.9 million, up 19%. Full year revenue guidance has been raised to $3.1 to $3.3 billion. Third quarter guidance is $880 to $900 million. That's about 50% growth. And if you look at the catalysts, November is when the third quarter report is due, the company hit its highest revenue quarter in its history, and I think they're going to beat that.

Explicit claim • strong conviction • basis: multiple relative

Hims and hers... Hims & Hers Health is down over 50% from all time highs... but it's one of my favorite opportunities in the market right now because the technicals are setting up for a massive breakout and the fundamental tailwinds are aligning.

Explicit claim • strong conviction • basis: fair value gap

Discounted free cash flow analysis suggests a fair value around $29 per share. Stock is down ~30% for the year, presenting a potential value opportunity below $20.