$Hims & Hers Health(HIMS.US)

I’ve been following Hims & Hers for some time and the price action recently has been pretty interesting. The stock had a huge run-up earlier, but the pullback lately shows how sensitive it is to news and sentiment.

Even so, the long-term story still looks solid to me. The company continues to grow its user base and revenue, and the demand for telehealth and personalized wellness doesn’t feel like a short-term trend.

Of course, there are still risks, especially around regulation and how sustainable some of their high-growth segments are. But if they can keep expanding their product offerings and retain customers, I think there’s still upside over the long run.

I’m personally watching if the current levels could be a better entry point. Curious what others think. #NewDiscussionZones