中文翻译
@himshouse $HIMS 目前似乎被低估，尤其是随着 Zava 收购案的完成，将很快助力营收增长。拥有 2.5 亿美元的回购计划对此叙事有所帮助。不过，我仍然更希望这笔资金用于收购和增长。
· 个股论点
认为$HIMS被低估，看好Zava收购及回购计划，但更倾向资金用于增长。
涉及标的： $HIMS
英文原文
@himshouse $HIMS is seems undervalued at this point, especially with the Zava acquisition coming into help revenue growth soon. Having a $250M repurchase program helps a bit with that narrative. Still would prefer that going toward acquisitions and growth though.