Did you scale out of HIMS because of a potential technical cycle top, or because of fundamentals? (Great entry btw 👏🏼) I feel most health related stocks still hang in limbo, due to regulatory uncertainties like Trumps price dumping announcements etc
It was a bit of luck and timing of GLP-1 shortage. I’m not a trader and held for many years but did get out at $60. I like Yemi a lot but Andrew is a bit questionable with the novo partnership falling apart and a lot of the C suite team has turned over.
Regarding ODD, I’m just reading about the Brand 4 rumour and the alleged "ProCelinyl" Scalp Brand. Very intriguing! I’ve been looking for months now for potential players, who are in position to crack the hair loss code medically. That will potentially hit just as hard as weight loss drugs, maybe even more since its an world wide issue.
Congrats on those profits! I wasn’t a big fan of how the the whole thing went down with novo as well. I liked the hire of Dheerja Kaur to scale products. She did great work over at HOODs gold program. But yea I see HIMS consolidating somewhere around 25$ for a while, before the next catalysator.
ODD very interesting, will take a closer look. Thanks for the work!
It’s worth a look! Let me know what you think
Chart and TA wise, it looks incredibly attractive rn.
I like it better than HIMS tbh (this is coming from someone who had 70% of his portfolio in HIMS under $10).
Odd is more controlled growth/profitability with less legal/regulatory risk.
Did you scale out of HIMS because of a potential technical cycle top, or because of fundamentals? (Great entry btw 👏🏼) I feel most health related stocks still hang in limbo, due to regulatory uncertainties like Trumps price dumping announcements etc
It was a bit of luck and timing of GLP-1 shortage. I’m not a trader and held for many years but did get out at $60. I like Yemi a lot but Andrew is a bit questionable with the novo partnership falling apart and a lot of the C suite team has turned over.
Regarding ODD, I’m just reading about the Brand 4 rumour and the alleged "ProCelinyl" Scalp Brand. Very intriguing! I’ve been looking for months now for potential players, who are in position to crack the hair loss code medically. That will potentially hit just as hard as weight loss drugs, maybe even more since its an world wide issue.
Congrats on those profits! I wasn’t a big fan of how the the whole thing went down with novo as well. I liked the hire of Dheerja Kaur to scale products. She did great work over at HOODs gold program. But yea I see HIMS consolidating somewhere around 25$ for a while, before the next catalysator.