$HIMS is Farallon's 9th largest position (excluding calls/puts) and 2.50% of their portfolio
@TheLongInvest
@TheValueTrade
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BIG 😎
$HIMS recently partnered with Klarna to offer payment plans for 6mo subscriptions of compounded GLP-1
Customers can finance the $1k 6mo sub vs paying the full amount upfront
Replying to @TheLongInvest
Tech driven funds strategy is aligning with @TheLongInvest
CAP is tech 😎💚
🔥
The $OSCR CEO literally went on CNBC this morning and agreed with Trumps HSA plan, and people are bearish??
Insane.
HIMS 👀
This morning we launched Labs, the easiest and most comprehensive way to get a real understanding of your health.
Labs offers an annual subscription that tests up to 120 of the most critical biomarkers in your body, for just a few hundred dollars. From genetic cardiovascular numbers to metabolic syndrome, these are the biomarkers at the cutting edge of innovation.
Data is helpful, but what comes next is what matters.
Immediately when your results are in, our platform in partnership with thousands of doctors, nurses and providers will provide you with a specific analysis and action plan. Nutrition, movement, supplements, and personalized medication options.
With over 1M square feet of pharmacy infrastructure, Hims & Hers doesn’t just test your health metrics, but unlocks your ability to actually improve them with access to precision treatments and care.
This is the first offering with Hims & Hers I’m encouraging all of my family and friends to sign up for.
The power of knowledge and early action is unmatched, and for the people we love there is no greater gift.
news.hims.com/newsroom/intro…
🚀
Talks of a 3 year extension being proctored.
$OSCR
Nothing matters yet until we see what is actually done.
So Jim Cramer says Oscar needed the subsidies?
Perfect. That’s usually when the inverse signal flashes green.
If history’s any guide… we’re probably staring right at the bottom. 😏
$OSCR | #Healthcare #InverseCramer
@TheLongInvest
@TheValueTrade
If the price is already below JPMorgan’s target, just imagine how deeply undervalued it really is.
HIMS soon 🔥
By the way, tomorrow is thursday 😎
🚨 BREAKING: MORGAN STANLEY REITERATES $HIMS $40 PRICE TARGET, EQUALWEIGHT RATING
- App downloads declined by -21% y/y in October
- Web traffic declined by -14% y/y
Don’t treat Thursday like a routine announcement.
$HIMS is about to move from telehealth to a connected health operating system : labs, biometrics, monitoring, treatment, all in one app.
This is how healthcare changes.
HIMS soon to 100. ❤️🔥
Agree.
$HIMS now $39 🤯
Reminder that during Q3, management bought back nearly 200k shares at an avg price of $49.31
CFO Yemi Okupe was willing to put company cash to work at $49
There's no guarantee mgmt sees shares as undervalued right now.... but it's a pretty damn strong hint
🚀i have same opinion.
$OSCR Bears Sit TF Down!
You're out of your league on this one 😘
Scenario 1 (Highly Unlikely): Trump somehow gets Govt onboard to invoke abolishment of the health insurance industry as we know it.
- Oscar will thrive in ICHRA markets as they are best positioned for what Trump is proposing.
Scenario 2 (Likely): Trump is beating his chest as a scare tactic to the Dems to get them to cave. It won’t work, he will TACO.
- ACA Subsidies will get extended or Gov shutdown looms and markets will collapse (Trump's greatest nightmare)
Both scenarios you lose and your random hatred for the only good-hearted health insurance company makes you look incompetent. 😊
HIMS 😎
This is 100% @dheerja owning this new wave of labs/tech which will send $HIMS stock flying.
You’re not ready for what’s coming.
@AndrewDudum recruited a star.

















