So you missed it?

Nope

He's bought most aggressively this year because the "yield" is higher than it's ever been.

⁠@@asymmetricinvesting Ok he’s consistent. Thank you Travis for explaining what’s going on there. We’ll see how those move will pan out.

Glad you get some value out of it!

It's frustrating when market inefficiencies persist, particularly with undervalued stocks. Consider consulting an advisor for smarter investing decisions.

My financial advisor has been a game-changer, providing clarity and boosting my confidence in navigating finance. With their help, I've achieved my goals faster than I imagined. Highly recommend!

Your advisor appears skilled. How can I contact them? I've recently sold property and aim to invest in stocks, seeking guidance.

Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.

I just Googled her name and her website came up right away. It looks interesting so far. I sent her an email and i hope she responds soon.

HIMS doesn't have any creditors...

​@@asymmetricinvestingHood is trading at a 12+ P/S. In this market... why shouldnt HIMS be trading around at least 8?

I think a much better metric would be Price/Gross Profit, this'll capture the revenue as well as the core business efficiency.

​@asymmetricinvesting I agree with this comment. Huge believer & stock owner myself, valuing this company based on PS ratio somewhat misguide the company's potential. The company's enjoying 80% GP margin, and therefore, if we assume the SG&A to be fixed cost, the levered effect as the revenue grows will be tremendous For FY24, guided revenue is roughly $1.5bn, so the gross profit will be 1.2bn, and since adjusted ebitda guidance is 200mn, we can say that the company is spending 1bn SG&A this year. If the company double it's revenue, gross profit will increase to 2.4bn, and if the company manages to limit its sg&a cost growth to 50%, the company will spend 1.5bn as sg&a, resulting in 0.9bn Ebitda. Sale grew 2x, but ebitda grew 4.5x. This is all just my assumption, but I think this high growth rate+ high margin combination is the key factor when it comes to Hims. Using the P/S metric only focuses on the former

What do you think?

I opened a short at 31. I think it's pumped like crazy but hey, it could keep climbing. Eventually, it'll correct

Bitcoin through 2025, then high yield ETFs through the bear market 26’-27’ that's my plan.

_iIndex Funds & ETFs: 40-50%, Emerging Markets (e.g., VWO): 10-15%, Dividend Stocks: 10-20%, Growth Stocks/Small-Caps: 10-20%, REITs: 5-10% Remember to always work with a knowledgeable person in the financial market when starting out to avoid getting burnt.

“DCA" is the golden term but the key. My dollar portfolio i DCA with is made up of 30% PLTR, 25% NVDA, 15% VOO and over 30% in digital assets, thanks to my CFA. This strategy is what works for my spouse and I. We've made over 80% capital growth minus dividends. Q3 taxable divs this year was $18,388.

Monica Lisa Payne. She is well known, so you can look her up online

Out of curiosity I looked up her name on Google. Found her webpage. I've gotta say her credentials are just fine! Good enough to lay any doubts to rest. I popped her an email.

It definitely did.

Are you sure? This article is titled "I Have Failed (And So Can You)": asymmetric-investing.beehiiv.com/p/i-have-failed I'm an open book. My portfolio trades are announced each month before they're made. If I have a loss, which I did for a while last year, it would be in full view of my subscribers.

This is what I'm covering on Asymmetric Investing. I have a few that have Axon-like potential.

@@asymmetricinvesting where do I start...which video.... Its been like shopping at Costco lately so i am just watching and saving cash like a good investor.....Do i need to join? I am longgg term Nvidia in 2009 and Adobe shortly after and especially when they went to subscription .. thats my longest...though i sold Applovin in a month was not gonna build in a company I dont know....my keyboard is broken and new mac on the way...Point me where to go or just go through all your videos.... I am in for some new ideas...Ill research as long as it takes coffee sorry

@@GeoffDUB10 My most refined thoughts are here: asymmetric-investing.beehiiv.com/subscribe Putting my money where my mouth is here: asymmetric-investing.beehiiv.com/p/asymmetric-investing-portfolio Eventually, I'll get all this stuff in a membership on KZbin, but that's A LOT of video work and I haven't gotten that done yet.

110 is really not expensive. Why shouldn't anyone pay for it?

many people have 60% return this year.

@leopard5810 1%

How much did u lose in puts this week?

What a coincidence!

@@asymmetricinvesting richie rich comic cover