Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯 (Nov 14, 2024)

[@Spintronicity]

Appreciate it boys. You lowered my heart rate 20 beats.

[@adamsaunders9876]

Hard to believe the stock price is back to where it was pre blowout earnings, hopefully proves to be a buying opportunity but I can't help feel this level of competition must reduce hims future growth and profit opportunities

[@danee500]

Appreciate the quick post and insight in response to the Amazon news. Definitely bought the dip

[@jeroen6752]

Thx for the video ! Iam a early investor in HIMS with a average of €7,28. Love the company but what I Dont like is the share dilution of 560% What is your opinion of this dilution.

[@TheChinaPlay]

I was a buyer today. Even if AMZN succeeds, the TAM is big enough for both. HIMS seems able to be more specialized and can stay relevant versus its competitors.

[@schwalllala8250]

Short Term Noise

[@pdpgkeeper]

So quick quiz for everyone. What percentage of industries has Amazon dominated so far? I only see two and maybe three.

[@MAR_0777]

How many likes does this video need to get for Dr. H to do a face reveal?!?!?

[@Schabernack666]

What a pretty pretty dip😊

[@joakimforsberg5946]

You buying?

[@schwalllala8250]

Microsoft Edge is the Same. Its on every Windos PC but Most of the people using Chrome.

[@Dds91.]

Isnt it because of RFK Jr?

[@joshuahubler3319]

Just made a quick profit on a couple puts after selling near the top back in with calls and long the stock

[@xmars8868]

Louis is biased and his argument is weak. He keeps saying the social media is detached. But if there was good news on twitter, I’m sure he’d be very excited. He needs to stop comparing HIMS to those successful names like Spotify or Intuit or Netflix until HIMS really becomes one of them. To me the most important thing is the churn rate, which the management has never disclosed. A more appropriate analogy is Chewy and Amazon. Chewy can survive and grow, but it will never have that much upside as they used to.

[@ay67886]

I think your argument is weak too. Spotify was not the Spotify right now when they first faced the competition.