My Verdict on Hims & Hers Stock -- To The Moon?

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👨‍💼Brian Feroldi is an author (amzn.to/3JVr9Q0), investor, KZbinr, and financial educator. He's been investing in the stock market since 2004. Brian likes to buy and hold the highest quality companies he can find.
👨‍💼Brian Stoffel is a writer, investor, KZbinr, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian plans his life and his investments around “antifragile” principles.
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All content on this channel is for discussion, education, entertainment, and illustrative purposes only and SHOULD NOT be construed as professional financial advice, solicitation, or recommendation to buy or sell any securities, notwithstanding anything stated on this channel. There are risks associated with investing in securities. Loss of principal is possible. Past performance is not a predictor of future investment performance. Brian Feroldi and the guests on this channel are not responsible for investment actions taken by viewers. Should you need such advice, consult a licensed financial advisor, legal advisor, or tax advisor. You agree to verify all information yourself before investing. Any past performance discussed during this program is no guarantee of future results. Investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
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[@samuelmandel4537]

Fantastic video, please do more videos of you running companies through your checklist. Thank you!

[@michael2275]

Should do an update post earnings. Real time annualized revenue is $1.5B now, price is lower, growth rate is over 50% currently. I think the stock is likely to triple to $48 a share within 3 years.

[@chatty9573]

Absolutely loved this! So helpful to see you run through a company and how you look at the Anti Fragile checklist. Thanks Stoffel!

[@EarthwithTom]

Thank you for bringing back the anti fragile checklist videos. I really enjoy the videos where you run a company through your checklist

[@stoffelbrian]

Glad you like it

[@danee500]

Mann I felt like a kid is a candy store when I saw the hims thumbnail. As a fairly new subscriber to your channel I've watched a lot of your videos and I respect your research and analysis. I always hoped you'd do a video on hims and it's finally here!. Hims is by far my largest investment so it's always nice to see a new perspective on the company. With that being said, I think analyst are being way way to conservative on this company’s growth prospects. With the launch of their recent weigh loss solutions and many new products coming in the pipeline, I believe hims will crush these estimates year after year!

[@stoffelbrian]

Glad you like it. I don't doubt the growth opportunities, but whether or not HIMS will **profitably** grab market share from those opportunities

[@nikc5816]

Great detail and extremely logical. Waiting for NU Holdings going through AntiFragile Investing Framework!

[@bryanmonkhouse5800]

This is a terrific video and walkthrough of the theory behind your framework. One way of expressing moats in a reverse DCF is to flex the number of high-growth years in the first phase. EG MSFT moat might be worth 12 elevated years, LULU HIMS, and dare I say NIKE maybe 7 or 8. after all, the purpose of a moat is to make it take longer to storm the castle while we round up allies for the defense

[@JackOfAllTrades428]

$HIMS is one of the most undervalued stocks in Wall Street along with $OLPX and $HNST.

[@andrewhardaway105]

Hims and other compounding pharmacies are only allowed to make GLP-1-based medications because the FDA has declared them in shortage. If/when supply and demand normalizes for these drugs, compounding pharmacies will not be able to sell them and these meds will be subject to normal exclusivity rules. GLP-1s should not be a thesis for owning it.

[@edswen41]

Hims also sell Ozempic and Wegovy. they are just out of stock atm

[@jeremewright6962]

100%. Don’t base your thesis on this company around GLP-1.

[@golino4593]

Great video Brian. Thanks. Waiting your video on SoFi.

[@sagig72]

Great video. If at all possible, can you do PYPL ?

[@MoneyMathai]

Can you please do a video on AFRM(Affirm)?

[@NASAcoverage]

Brian they have a really sweet flywheel also, as the active ingredient in the hair loss medication is finasteride. Which has been know to have a side effect of Erectile Disfunction. Hook em with bald medication keep em coming for the ED meds😅

[@Floormat212]

How are Okta and Docusign doing these days? Could you review those?

[@fozziewossie]

Great to have the antifragile checklist review back 👍

[@AC-ge2tr]

More of such deep dive analysis videos please, Brians! Great value

[@randallr71]

Great analysis 💪

[@samueljflesch9791]

Oh man !! I I really wish to have found out about this channel just before going to the Uni with all the debt I had to. Top-notch valuation.

[@nickjerrat]

great stuff, same reason I didn't invest despite so much encouragement to do so, the moat is weak.

[@sadashidesajib]

Thanks for evaluating $HIMS stock. I am a huge fan of this stock.

[@stockinvest447]

What a quality of the video. This is just outstanding. Thank you for that work!

[@Jarkkatube]

Thanks Brian. I would consider netwok effect (more data to improve precription AI) and low cost production (maybe not the products, but process side) in moat.

[@AnthonyAsael]

it would be good to add the scale of points you give. Sometimes the maximum points are 1, other times 2 and other 3.... so it is sometimes hard to follow when you give points.... Can you specify this ?

[@fabio2634]

Love the new format!!! Thanks for the video!

[@crunchycho]

interested in hims, but also unconvinced. hard to balance amazing growth potential against what seems to be a unproven moat(s)

[@kevinkostka7768]

Selling generic products gives hims pricing power. The risk of legislation or health side effects are common and to be expected with any pharmacy. I think this actually adds to their moat since Amazon may be less willing to align their brand with products that have health risks

[@bombmanNL]

Great comment and totally agree, those moat concerns are easy to ‘stab’ the stock down but big tech like Amazon will never risk their image for uncertain risks like health. Also, Americans don’t like to give their health data to big tech or the info their genitals aren’t working properly. HIMS has fenomenaal branding and independent/anonymous product shipping. A trusted health partner for every young American, I think

[@jacob6478]

I agree with everything you guys said here. Will assume moat gets better until proven otherwise.

[@JasonW007]

Thank you for doing these again. Your best content imo.

[@jerryhunter5242]

Great video. As always.

[@nolanphillips4265]

Fantastic video thanks again Brian

[@MrAfricanpilot]

More of these great analysis videos please!

[@atthemomentbaiked]

How did u get from 16% to 20% implied growth rate by (what it looks like) merely looking at growth rate of diluted shares outstanding?

[@gentleben590]

Great review. Great hair.

[@jaeyoungchoi6790]

maybe you can improve your reverse dcf calculator so that you can input share dilution rate and that is reflected as well? instead of just guessing and adding that 4%

[@platoscavealum902]

Thank you

[@alexkoch14]

Big fan of the channel rebrand including the changes to your editing style. Much more professional. Good stuff.

[@cw5335]

The TAM of sick care is so huge and that allows HIMs maintaining a high growth rate. With zero debt and growing cash, HIMS will start buying back shares. At worst, HIMS will be acquired by Amazon.

[@sharad1878]

You’re the man Brian

[@investormd4436]

now the antifragile score is biased toward safer blue chip companies like amazon. the valuation in terms of growth is also much harder to be sure for smaller companies like hims where especially for growth, disruptor companies, any growth or death can happen. One big part of upside for the company lies in whether the technology platform can create new demand, kind of like how coke was able to be consumed to an extent that was unanticipated.

[@Keithceesau]

Great video. Is it easy to create the Reverse discounted cash flow analysis to Excel or are you able to provide a link? Thanks

[@tannervolz3035]

I'm in at $7 from back in August. At that price almost a no brainer. Not sure I would buy today at this price.

[@amostageer]

Hims and hers is a generational buying opportunity. Life altering stock for sure

[@freddiejonesy6168]

Great video!

[@chrisvega5871]

Can I give something stronger than a like? Because this is great content Brian. I'll be sharing on X.

[@stoffelbrian]

Thanks

[@tipkoonline]

You know your numbers but I think you don't understand the business and where it's headed

[@isaacoliva8889]

I’m a hims bull and 0 in debt is incorrect they have 11.2 mil in debt

[@vikramw]

Please make a video on Five9 🙏🏻

[@ahmedalromaih7997]

I think quarter by quarter things get more clearer..

[@jacob6478]

You’re not taking into account the GLP-1 that is offered and going to boost revenue, profitability, moat and free cash flow. Ozempic is a huge deal. Second to generative AI. Look at Eli Lilly. The eatimates for the company are too low. They will be bringing in 3 billion plus for 2026.

[@soundslight7754]

Great education video. I'm shocked HIMS makes profits, perhaps resonates with the tiktok generation

[@danee500]

It’s no surprise to me that their making money. so many investors have dismissed this company as an ED company. But if you dig deep you’ll see that they’re so much more. Hims is disrupting the massive healthcare industry, needlessly to say this is a generational buy in my opinion

[@adamsaunders9876]

Maybe Amazon could enter this space but they have already said how incredibly hard that would be, but do not underestimate how lazy people are and if popping pills allows you to keep on living a shitty lazy lifestyle and keep you 'healthy' they will rather than make real changes. HIMS is the one stock I have I think could make me actually rich in 10 to 15 years time

[@jamiemiller6156]

It is a company that relies on spending a fortune to push unproven products. I would be very weary of legal liability down the road. I would recommend anyone who gets in this company watch it like a hawk as everything could change extremely rapidly.

[@BoltarThePirate]

The side effects of the drugs they sell automatically make you a customer of the next drug.. it is quite viscious

[@FactsAboutTheWorld.]

just another hair loss product with the same ingredient's. Its just hype and like you said good at marketing, it will also fail sooner or later.

[@joakimforsberg5946]

You have no clue what your talking about.

[@EmilJurgens]

What a waste