中文翻译
@iraw000 我的观点是，$HIMS 的价值源于其分销网络，类似于 $AMZN 的配送体系，而非其销售的商品（如电脑、书籍）。此外，他们成功在全球范围内收购了主要的医疗 DTC（直接面向消费者）公司，且未遭遇监管阻碍。
· 个股论点
HIMS价值源于分销网络，且成功完成全球DTC并购。
英文原文
@iraw000 My argument is that $HIMS value is derived from their distribution network like $AMZN delivery. Not by the drugs they sell (eg. computers, books). And they managed to acquire the major healthcare DTC companies globally without getting blocked.