Thank you, excellent analysis of yesterday's print. HIMS has already grown to the 2nd largest position in my portfolio (behind RKLB) and you show why a buy is justified even at this level (apparently high valuation on any trailing metric) due to its unique hypergrowth profile. Also instructive re the Feb/March panic over GLP-1: focus on the fundamentals.
Thank you, excellent analysis of yesterday's print. HIMS has already grown to the 2nd largest position in my portfolio (behind RKLB) and you show why a buy is justified even at this level (apparently high valuation on any trailing metric) due to its unique hypergrowth profile. Also instructive re the Feb/March panic over GLP-1: focus on the fundamentals.
Thanks David!
Thank you for the head's up on HIMS, quite a performance today but one to stick away for the longer term me thinks.
Most definitely a long term hold for me.