2025 Q3 -tulosraportti
98 päivää sitten1 t 0 min
Tarjoustasot
Määrä
Osto
20
Myynti
Määrä
160
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
19,51VWAP
Alin
16,35VaihtoMäärä
1 512,7 138 736 170
VWAP
Ylin
19,51Alin
16,35VaihtoMäärä
1 512,7 138 736 170
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 23.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 3.11.2025 | |
| 2025 Q2 -tulosraportti | 4.8.2025 | |
| Vuosittainen yhtiökokous 2025 | 12.6.2025 | |
| 2025 Q1 -tulosraportti | 5.5.2025 | |
| 2024 Q4 -tulosraportti | 24.2.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
1 t sitten1 t sittenWhy the Hims & Hers Sell-Off Is Short-Term Noise and a Long-Term Opportunity The recent sell-off in Hims & Hers (HIMS) has been dramatic. Headlines, lawsuits, GLP-1 pills, Novo Nordisk comparisons. The market hates uncertainty, and right now HIMS is being priced as if the entire business thesis is broken. I strongly disagree. In my view, this is short-term noise, not a long-term impairment of the company. If you are investing with a 10+ year horizon, this pullback looks more like a golden opportunity than a red flag. I have already bought more shares today, and I plan to increase my position further over the coming months. Let me explain why. ⸻ Yes, Hims Made a Mistake. No, It Does Not Change the Long-Term Thesis Let’s be clear: The GLP-1 pill situation was a mistake. Hims stepped outside its lane by trying to play too close to patented pharma products. That invited legal and regulatory pressure they should have anticipated. The market punished them for it, and fairly so. But here’s the key point many investors are missing: This mistake does not break the core business. Hims does not live or die by GLP-1. Hims is not a single-product pharma company. And Hims does not need to compete head-on with Novo Nordisk to succeed. They need to do what they already do well. ⸻ GLP-1 Is Not the Business. It Is an Optional Upside Hims is fundamentally a direct-to-consumer healthcare platform. Their strength lies in: • Branding • Customer acquisition • Vertical integration • Subscription-based recurring revenue • Owning the patient relationship Hair loss, sexual health, mental health, dermatology, weight management, diagnostics. These are massive, underpenetrated markets with recurring demand and poor user experience under traditional healthcare systems. GLP-1 was never the thesis. It was upside. Even if GLP-1 vanished entirely tomorrow, the long-term Hims story would still be intact. ⸻ Hims Is a Disruptor. Big Pharma Is Not Built for This Model Big pharma is exceptional at R&D and manufacturing. They are terrible at: • Consumer experience • Distribution efficiency • Brand trust with younger demographics • Speed and iteration Hims is built for exactly those things. They are not trying to replace big pharma. They are disrupting the interface between patient and healthcare. That is an extremely powerful position to own long-term. If anything, the current conflict reinforces how threatening this model can become. ⸻ Why I Am Buying, Not Selling Markets overreact in both directions. Right now, fear is doing the talking. The stock is being priced as if: • Growth is permanently impaired • Management is reckless beyond repair • The brand is damaged • Regulation will crush the model I don’t buy that. I see: • A fast-growing platform with strong unit economics • A massive addressable market • A loyal customer base • A business that can easily refocus and stay in its lane • Management that made a mistake, not a fatal one That is exactly the kind of setup long-term investors should lean into. ⸻ My Plan Going Forward I am not pretending the company is flawless. I am not ignoring execution risk. And no, I am not an idiot. But I am thinking in decades, not quarters. I have increased my position today, and I intend to build it further over the next few months, assuming the long-term thesis remains intact. Short-term noise creates long-term opportunity. This looks like one of those moments. ⸻ this is my personal opinion, not financial advice.
·2 t sittenFor those who are long … can absolutely be worth having a little. Don't look at them as a glp-1 company. It is a platform that will stand on many legs in the future. The price now is as if they have already been rejected. Risk. Yes. Potentially greater upside. Yes?·8 min sittenFlecken describes the whole thing well in the post above. Don't need to like or agree with the company and the board, but the fundamentals for a healthy growth of the stock over time are in place. What happened over the weekend is noise in this context. It's an opportunity to «jump on» at a good price.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q3 -tulosraportti
98 päivää sitten1 t 0 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 t sitten1 t sittenWhy the Hims & Hers Sell-Off Is Short-Term Noise and a Long-Term Opportunity The recent sell-off in Hims & Hers (HIMS) has been dramatic. Headlines, lawsuits, GLP-1 pills, Novo Nordisk comparisons. The market hates uncertainty, and right now HIMS is being priced as if the entire business thesis is broken. I strongly disagree. In my view, this is short-term noise, not a long-term impairment of the company. If you are investing with a 10+ year horizon, this pullback looks more like a golden opportunity than a red flag. I have already bought more shares today, and I plan to increase my position further over the coming months. Let me explain why. ⸻ Yes, Hims Made a Mistake. No, It Does Not Change the Long-Term Thesis Let’s be clear: The GLP-1 pill situation was a mistake. Hims stepped outside its lane by trying to play too close to patented pharma products. That invited legal and regulatory pressure they should have anticipated. The market punished them for it, and fairly so. But here’s the key point many investors are missing: This mistake does not break the core business. Hims does not live or die by GLP-1. Hims is not a single-product pharma company. And Hims does not need to compete head-on with Novo Nordisk to succeed. They need to do what they already do well. ⸻ GLP-1 Is Not the Business. It Is an Optional Upside Hims is fundamentally a direct-to-consumer healthcare platform. Their strength lies in: • Branding • Customer acquisition • Vertical integration • Subscription-based recurring revenue • Owning the patient relationship Hair loss, sexual health, mental health, dermatology, weight management, diagnostics. These are massive, underpenetrated markets with recurring demand and poor user experience under traditional healthcare systems. GLP-1 was never the thesis. It was upside. Even if GLP-1 vanished entirely tomorrow, the long-term Hims story would still be intact. ⸻ Hims Is a Disruptor. Big Pharma Is Not Built for This Model Big pharma is exceptional at R&D and manufacturing. They are terrible at: • Consumer experience • Distribution efficiency • Brand trust with younger demographics • Speed and iteration Hims is built for exactly those things. They are not trying to replace big pharma. They are disrupting the interface between patient and healthcare. That is an extremely powerful position to own long-term. If anything, the current conflict reinforces how threatening this model can become. ⸻ Why I Am Buying, Not Selling Markets overreact in both directions. Right now, fear is doing the talking. The stock is being priced as if: • Growth is permanently impaired • Management is reckless beyond repair • The brand is damaged • Regulation will crush the model I don’t buy that. I see: • A fast-growing platform with strong unit economics • A massive addressable market • A loyal customer base • A business that can easily refocus and stay in its lane • Management that made a mistake, not a fatal one That is exactly the kind of setup long-term investors should lean into. ⸻ My Plan Going Forward I am not pretending the company is flawless. I am not ignoring execution risk. And no, I am not an idiot. But I am thinking in decades, not quarters. I have increased my position today, and I intend to build it further over the next few months, assuming the long-term thesis remains intact. Short-term noise creates long-term opportunity. This looks like one of those moments. ⸻ this is my personal opinion, not financial advice.
- ·2 t sittenFor those who are long … can absolutely be worth having a little. Don't look at them as a glp-1 company. It is a platform that will stand on many legs in the future. The price now is as if they have already been rejected. Risk. Yes. Potentially greater upside. Yes?·8 min sittenFlecken describes the whole thing well in the post above. Don't need to like or agree with the company and the board, but the fundamentals for a healthy growth of the stock over time are in place. What happened over the weekend is noise in this context. It's an opportunity to «jump on» at a good price.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
20
Myynti
Määrä
160
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
19,51VWAP
Alin
16,35VaihtoMäärä
1 512,7 138 736 170
VWAP
Ylin
19,51Alin
16,35VaihtoMäärä
1 512,7 138 736 170
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 23.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 3.11.2025 | |
| 2025 Q2 -tulosraportti | 4.8.2025 | |
| Vuosittainen yhtiökokous 2025 | 12.6.2025 | |
| 2025 Q1 -tulosraportti | 5.5.2025 | |
| 2024 Q4 -tulosraportti | 24.2.2025 |
2025 Q3 -tulosraportti
98 päivää sitten1 t 0 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
| 2025 Q4 -tulosraportti | 23.2. |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3 -tulosraportti | 3.11.2025 | |
| 2025 Q2 -tulosraportti | 4.8.2025 | |
| Vuosittainen yhtiökokous 2025 | 12.6.2025 | |
| 2025 Q1 -tulosraportti | 5.5.2025 | |
| 2024 Q4 -tulosraportti | 24.2.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 1 t sitten1 t sittenWhy the Hims & Hers Sell-Off Is Short-Term Noise and a Long-Term Opportunity The recent sell-off in Hims & Hers (HIMS) has been dramatic. Headlines, lawsuits, GLP-1 pills, Novo Nordisk comparisons. The market hates uncertainty, and right now HIMS is being priced as if the entire business thesis is broken. I strongly disagree. In my view, this is short-term noise, not a long-term impairment of the company. If you are investing with a 10+ year horizon, this pullback looks more like a golden opportunity than a red flag. I have already bought more shares today, and I plan to increase my position further over the coming months. Let me explain why. ⸻ Yes, Hims Made a Mistake. No, It Does Not Change the Long-Term Thesis Let’s be clear: The GLP-1 pill situation was a mistake. Hims stepped outside its lane by trying to play too close to patented pharma products. That invited legal and regulatory pressure they should have anticipated. The market punished them for it, and fairly so. But here’s the key point many investors are missing: This mistake does not break the core business. Hims does not live or die by GLP-1. Hims is not a single-product pharma company. And Hims does not need to compete head-on with Novo Nordisk to succeed. They need to do what they already do well. ⸻ GLP-1 Is Not the Business. It Is an Optional Upside Hims is fundamentally a direct-to-consumer healthcare platform. Their strength lies in: • Branding • Customer acquisition • Vertical integration • Subscription-based recurring revenue • Owning the patient relationship Hair loss, sexual health, mental health, dermatology, weight management, diagnostics. These are massive, underpenetrated markets with recurring demand and poor user experience under traditional healthcare systems. GLP-1 was never the thesis. It was upside. Even if GLP-1 vanished entirely tomorrow, the long-term Hims story would still be intact. ⸻ Hims Is a Disruptor. Big Pharma Is Not Built for This Model Big pharma is exceptional at R&D and manufacturing. They are terrible at: • Consumer experience • Distribution efficiency • Brand trust with younger demographics • Speed and iteration Hims is built for exactly those things. They are not trying to replace big pharma. They are disrupting the interface between patient and healthcare. That is an extremely powerful position to own long-term. If anything, the current conflict reinforces how threatening this model can become. ⸻ Why I Am Buying, Not Selling Markets overreact in both directions. Right now, fear is doing the talking. The stock is being priced as if: • Growth is permanently impaired • Management is reckless beyond repair • The brand is damaged • Regulation will crush the model I don’t buy that. I see: • A fast-growing platform with strong unit economics • A massive addressable market • A loyal customer base • A business that can easily refocus and stay in its lane • Management that made a mistake, not a fatal one That is exactly the kind of setup long-term investors should lean into. ⸻ My Plan Going Forward I am not pretending the company is flawless. I am not ignoring execution risk. And no, I am not an idiot. But I am thinking in decades, not quarters. I have increased my position today, and I intend to build it further over the next few months, assuming the long-term thesis remains intact. Short-term noise creates long-term opportunity. This looks like one of those moments. ⸻ this is my personal opinion, not financial advice.
- ·2 t sittenFor those who are long … can absolutely be worth having a little. Don't look at them as a glp-1 company. It is a platform that will stand on many legs in the future. The price now is as if they have already been rejected. Risk. Yes. Potentially greater upside. Yes?·8 min sittenFlecken describes the whole thing well in the post above. Don't need to like or agree with the company and the board, but the fundamentals for a healthy growth of the stock over time are in place. What happened over the weekend is noise in this context. It's an opportunity to «jump on» at a good price.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
20
Myynti
Määrä
160
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
19,51VWAP
Alin
16,35VaihtoMäärä
1 512,7 138 736 170
VWAP
Ylin
19,51Alin
16,35VaihtoMäärä
1 512,7 138 736 170
Välittäjätilasto
Dataa ei löytynyt