Stock Discussions 2024

[The_Mentalist]

39 minutes ago, pinnigaaru said:

@The_Mentalist/ @krishnaaa / @Konebhar6 bro's: What's the good buy point for SoFI....I placed @16.25 yesterday and it didn't go through since then it is  ⏫

No idea uncle

nen anni robinhood anthe

antha pedha pedha names like @Konebhar6 and @krishnaaa uncles lo nannu include sese antha scene kuda ledhu uncle na knowledge ki on stocks

[krishnaaa]

1 hour ago, Coconut said:

Palantir dropping.. can we enter?

I wouldn’t buy even if it drops below 50. Its overvalued for me.

 

[mustang302]

HIMS..

SOFI ..ae babu levalamma...!!

[mustang302]

AMD and NVDA..Thanks to tatha for that tarriff drama during march, april...!!

and trade deals signed after than...tathaaaaa..nuvvu thopu ehessss...!!

[mustang302]

2 hours ago, Coconut said:

Palantir dropping.. can we enter?

you missed a great opportunity vuncle during march/april..now is not the going time to enter, everything that related to AI looks over valued, wait n hold on to the cash..!!despite of some news today for PLTR, still the price not holding up antae something theda...!!dont rush..!!

[Coconut]

19 minutes ago, mustang302 said:

you missed a great opportunity vuncle during march/april..now is not the going time to enter, everything that related to AI looks over valued, wait n hold on to the cash..!!despite of some news today for PLTR, still the price not holding up antae something theda...!!dont rush..!!

When market down  I dont get paid anna..HIMS enter avocha for long term? 

[The_Mentalist]

Evaraina $GME konnara?

[Variety_Pullayya]

4 hours ago, Coconut said:

When market down  I dont get paid anna..HIMS enter avocha for long term? 

i feel its risky. couple of more failed agreements and it will fall to 20s. good for day trading only. 

[jpismahatma]

6 hours ago, Coconut said:

When market down  I dont get paid anna..HIMS enter avocha for long term? 

Ante oka 100 stocks konukko. If our luck is good it will become 10 fold. Else gone case.

[krishnaaa]

3 hours ago, Variety_Pullayya said:

i feel its risky. couple of more failed agreements and it will fall to 20s. good for day trading only. 

Looks like you have no idea about the business. Understand what they do and then evaluate.

[Variety_Pullayya]

18 minutes ago, krishnaaa said:

Looks like you have no idea about the business. Understand what they do and then evaluate.

firstly....to think that everyone else should have the same opinions or outlook as you is foolishness.

my reason to say above was because they lost a partnership with novo nordisk recently which shaved 25% of the stock price

IMO weight loss drugs are their primary revenue source.  they can continue compounding generic without advertising Wegovy ....but that is an uncertainty too.  fda removed semaglutide from shortage list so hims is running on thin ice.   https://www.fda.gov/drugs/drug-safety-and-availability/fda-clarifies-policies-compounders-national-glp-1-supply-begins-stabilize . so who knows what the fda will do to Hims

now ppl might say they have a diverse portfolio -- but i think customers will find much cheaper alternatives for erection pills and hair loss treatment drugs . generic stores and costco are selling hair loss drugs at a a cheaper price

https://www.costco.com/kirkland-signature-hair-regrowth-treatment-extra-strength-for-men-5-minoxidil-topical-solution-2-fl-oz-6-pack.product.11501138.html

 

[futureofandhra]

10 minutes ago, Variety_Pullayya said:

firstly....to think that everyone else should have the same opinions or outlook as you is foolishness.

my reason to say above was because they lost a partnership with novo nordisk recently which shaved 25% of the stock price

IMO weight loss drugs are their primary revenue source.  they can continue compounding generic without advertising Wegovy ....but that is an uncertainty too.  fda removed semaglutide from shortage list so hims is running on thin ice.   https://www.fda.gov/drugs/drug-safety-and-availability/fda-clarifies-policies-compounders-national-glp-1-supply-begins-stabilize . so who knows what the fda will do to Hims

now ppl might say they have a diverse portfolio -- but i think customers will find much cheaper alternatives for erection pills and hair loss treatment drugs . generic stores and costco are selling hair loss drugs at a a cheaper price

https://www.costco.com/kirkland-signature-hair-regrowth-treatment-extra-strength-for-men-5-minoxidil-topical-solution-2-fl-oz-6-pack.product.11501138.html

 

in todays world people want mostly simply by online who will go to stores especially those who want these medications

hims have ecossytem setup it seems

[Variety_Pullayya]

Just now, futureofandhra said:

in todays world people want mostly simply by online who will go to stores especially those who want these medications

hims have ecossytem setup it seems

other companies can replicate the model too. 

https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-ties-up-with-weightwatchers-sell-wegovy-2025-06-26/

maybe they will have other products that give them an edge too. who knows what will happen. as i said above...its just my opinion. 

[krishnaaa]

2 hours ago, Variety_Pullayya said:

firstly....to think that everyone else should have the same opinions or outlook as you is foolishness.

my reason to say above was because they lost a partnership with novo nordisk recently which shaved 25% of the stock price

IMO weight loss drugs are their primary revenue source.  they can continue compounding generic without advertising Wegovy ....but that is an uncertainty too.  fda removed semaglutide from shortage list so hims is running on thin ice.   https://www.fda.gov/drugs/drug-safety-and-availability/fda-clarifies-policies-compounders-national-glp-1-supply-begins-stabilize . so who knows what the fda will do to Hims

now ppl might say they have a diverse portfolio -- but i think customers will find much cheaper alternatives for erection pills and hair loss treatment drugs . generic stores and costco are selling hair loss drugs at a a cheaper price

https://www.costco.com/kirkland-signature-hair-regrowth-treatment-extra-strength-for-men-5-minoxidil-topical-solution-2-fl-oz-6-pack.product.11501138.html

 

You did some basic research which is leading to classic misunderstanding that people have with Hims which is fine. I was in that same position which prevented me from buying at 6$. If you go through my stocktwits posts, you can see that I was a Hims bear saying that they have no moat. What moat does Netflix have though that they still are Number 1?

Keeping the rest of the business which grew 45%, accretive acquisition acquisition of Zava to expand into Europe and additional opportunities of using Zavas knowledge and expanding on it and the acquisition of at home testing company....all of this excluding glp1 is still undervalued. And they have menopause, testosterone and longevity peptides which is even bigger market that glp1 in pipeline.

Coming to glp1, worst case scenario let's say semaglutide goes away, it still has liraglutide and metformin combination to achieve similar results at much lower cost. Eventhough liraglutide requires daily injections, its easier using injection pens that Hims provides. Its thousands of dollars cheaper than branded semaglutide.

Semiglutide compounding completely doesn't go away as it a breach of fundamental right of human beings to have access to life changing medication by a compounding pharmacy if it is unavailable through branded supply. Even if shortage goes away, FDA allows compounding under "personalization" clause if the dosages offered by Novo causes reactions in the patients. They can be also offered to patients if it needs to be combined with another medication to work effectively. FDA might still limit but they can't eliminate it. People fear Novo might file a lawsuit. They recently did file one against a smaller pharmacy and lost the case https://www.linkedin.com/posts/reuters-legal_danish-drugmaker-novo-nordiskis-facing-a-activity-7333964107265540100-ktsn?utm_source=share&utm_medium=member_android&rcm=ACoAAAHCsSUBEBA4npcUTmJ_aCf9yy_HBbY2Jzg Their lawsuits are usually to stop smaller companies which can't afford legal fees. Their threats have no legal standing. Hims is not a tiny company to be stopped. Also hims does have decent connections to Trump administration. They donated millions to Trump campaign and RFK Jr held hims stock.

NVO is a legacy cartel that stops at nothing for profit. They have done it multiple times. The only reason to partner was so have influence and to stop Hims from personalization.

And regarding cheaper alternatives, don't forget that Hims offers Telehealth. Their cost includes consultation. They are converting doctors into factory workers by letting them work on one disease making them more efficient. Its difficult and cumbersome to go through the current healthcare system for the medication it offers. You will have to jump through loops and specialists to get approved in many cases. Hims makes access very easy. They also provide medication in the form or gummies or mints so that its easier for patients to take them whenever wherever. They can also combine multiple medications based on a patients need in one single mint instead of gulping multiple tablets. They also have automated pharmacy that is cheaper to operate than maintaining physical stores with pharmacists. Its CVS killer.

Their management is top class. They recently hired Dheerja Kaur who was instrumental in making Robinhood user-friendly to enhance the UI even more and dramatically improve AI capabilities.

https://news.hims.com/newsroom/welcoming-dheerja-kaur-our-first-chief-product-officer-s19u8

Here is one more excellent hire.

https://investors.hims.com/news/news-details/2025/Hims--Hers-Appoints-Global-Operations-Expert-and-Amazon-Veteran-as-Chief-Operations-Officer/default.aspx

 

[Balu167]

On 6/26/2025 at 10:03 AM, krishnaaa said:

It won't matter long term.

 

I agree. I believe the stock market reflects human evolution, it's closely tied to societal and technological progress. As we advance, the market tends to grow over the long term. While some may see trading as gambling in the short run, investing with a long-term perspective tells a very different story.