Hims & Hers Health Registered (A) WKN: A2QMYY ISIN: US4330001060 Forum: Aktien Thema: Hauptdiskussion

Was geht denn mit Bloom Energy. Alter Schwede. 🤯

Eine Meinung zum Morningstar https://x.com/beavinvests/status/1968364590070149574?s=46&t=MDG-QNOIqjL3Ut6oCHd6tg I like Morningstar and read their reports often. That said, they really missed on $HIMS. No mention at all of at-home blood testing addition to the subscription model. Their model is also built on significantly lower 2030 estimates given by $HIMS management. $2.3B revenue and $315M adjusted EBITDA vs $HIMS guidance of $6.5B revenue and $1.3B adjusted EBITDA. Morningstar coverage isn't entirely misfounded, there are real risks to Hims business model, but if they can execute, $25 is a ridiculously low fair value. It's always good to hear other opinions, but more importantly, you must have an ability to create your own analysis.

Werden wir wohl nie erleben.

😞

Was geht denn mit Bloom Energy. Alter Schwede. 🤯

Krass 😅 wäre toll wenn’s das hier gäbe 😂

Was geht denn mit Bloom Energy. Alter Schwede. 🤯