Asymmetric Investing by Travis Hoium 对 $HIMS 的判断变化

2026-09-01看涨

《The Hims & Hers Australia Strategy: Why It Matters for Investors》

HIMS是一个高增长的非对称投资案例；若成为全球医疗需求聚合者，其价值可能增长10至100倍。

作为美国领先的远程医疗公司，对 Hims & Hers 来说可能是一个 10 倍的机会，甚至更大，但成为全球远程医疗公司——无论你身在何处，都能回答你所有问题的地方——才是医疗保健和 Hims & Hers 真正巨大的机会所在。

Being a leading telehealth company in the US could be a 10x, maybe even a bigger opportunity for Hims & Hers, but beating being the global telehealth company where you go to answer all your questions no matter where you are in the world is really where the massive opportunity is for healthcare and for Hims & Hers.

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2026-08-19看涨

《4 Incredible Stocks I Love Today》

Hims & Hers是一只长期成长股，潜力强劲，其营收增长重新加速、订阅用户增长以及利润率扩张机会为其提供了支撑。

Hims & Hers，尽管今年经历了这一切，实际上今年仍下跌近 20%，但你可以看到股价在 2 月底触底。自那以来，上涨近 100%，仅小幅回调。他们在 7 月初的交易价格接近每股 40 美元。

所以，自那以来，下跌约 25%。这是一只波动性很大的股票。所以，投资者需要记住这一点。

Hims & Hers, as for everything that it has gone through this year, is actually still down almost 20% for the year, but you can see shares bottomed in late February. Since then, up nearly 100% pulled back just a little bit.

They were trading at nearly $40 per share in early July. So, since then, down about 25%. Very volatile stock. So, something to keep in mind for investors.

看原视频01:43