· 个股论点
$HIMS 现在又涨回了 14.22%。 他们全球 DTC 零售分发护城河中尚未释放的潜在收入极其惊人。 这也让人联想到 $META 早期的并购，以及 $HOOD 的交叉销售能力。 $HIMS 仍然比 70 多美元的高点低不少，但它已经通过收购三家全球主要竞争对手，而且几乎没有监管阻力。 更妙的是：那些把 40%+ 流通盘方向性做空的空头，已经被 $NVO 的意外合作和诉讼终止彻底困住了。 我个人会在这里继续持有并做多 HIMS。 如果管理层真能把这张全球零售分发网络有效变现，用在医疗上，这个风险回报是值得的。
$HIMS is now back up 14.22%. The untapped latent revenue from their their global DTC retail distribution moat is extreme. And draws parallels to the early acquisitions from $META. As well as the cross-selling capabilities of $HOOD. $HIMS is still down from it's $70+ highs, after acquiring three major global competitors without regulatory friction. And best of yet: Shorts that sold 40%+ of the company short directionally, are completely trapped from the surprising $NVO partnership + lawsuit termination. I would personally hold and go long here on HIMS. The risk/reward on management effectively monetizing that massive, global retail distribution network for healthcare seems worth it.