Hims & Hers (HIMS): Growth Opportunity Marred by Regulatory Risk

about 1 month ago

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"All right. So HIMSS and HERS is really exactly the kind of rule-breaking platform company I look for personally. It's delivering rapid growth, recurring revenue, improving margins, has a relentless expansion into huge new markets."

Sammeet outlines a compelling growth narrative for Hims & Hers (ticker HIMS), noting strong year-over-year growth, recurring revenue streams, and expansion into new areas such as hormonal healthcare. However, subsequent commentary highlights regulatory risks in the hormone business, adding uncertainty to the investment thesis. This insight provides nuanced investor color rather than a direct trade call.

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