Flagship Pick
Featured this week
HIMS
Hims & Hers Health, Inc.
Unaudited return since pick
+39.29%
The case for a different kind
of telehealth.
We added HIMS in late summer 2025 on three things the market was discounting:
recurring subscription revenue, expanding gross margins, and a personalization
layer that keeps customers around longer than the headlines suggest. Twenty-eight
weeks later it remains our highest-conviction single name.
Entry
$18.40
Current
$25.63
vs. SPY
+27.4pp
Held since
Aug 2025
Educational content, not investment advice. Single-position returns are illustrative and not representative of overall portfolio performance. Read the full disclaimer.