6/23/25 - $hims - Time to re-accumulate

6/23/25 :: VROCKSTAR :: HIMS
Time to re-accumulate

- NVO are playing dirty and this is a tell and low-key admission that HIMS holds all the power
- distribution is key... look at META, AAPL, $AMZN. he who holds the customer relationship makes the rules
- there is no longer a major advantage in developing pharma, the majority of solutions can now roll off patents and/or be compounded *legally*
- so what you're seeing here is cartel-like behavior from a slow motion train wreck NVO - which i've liked the past - but ultimately the stock will lose to names like HIMS (and other pharma too).
- so will they get sued? who tf cares. we'll buy more
- this is a rule of 40 winner, even if law suit is large, it won't affect the story and growth.

and major kudos to Andrew (the rockstar CEO) that put out this tweet. this is a founder-leader you want to put your portfolio behind when the opportunities arise. i'll be looking for oppty in the coming days/weeks to own more of this and would consider making it a decent size LT position at the right valuation, perhaps if we get back into the mid 30s. but i'm not holding my breath. this stock is scarce paper. and you know what happens to scarce paper in a USD ponzi scheme that is unwinding day by day by day.

Andrew's post:
x.com/himshouse/status/1937189136961581440

V