To those investing in $HIMS solely because of GLP-1, that’s not my case. I believe $HIMS is much more than that. I remain bullish on the telehealth sector and the cash-pay model, both of which I see as powerful disruptors to the deeply flawed American healthcare system. For me, $HIMS has always been a no-brainer. Even when considering the risks, the long-term potential far outweighs the short-term noise.

I also recognize that $HIMS comes with above-average volatility. However, as a long-term investor, I view volatility as an opportunity, not a risk. It allows me to strategically buy and refill my position when the market provides attractive entry points.

Exiting or reducing my position based on short-term events would only increase my chances of making a mistake. Why? If those negative events don’t materialize, or if an unexpected positive catalyst emerges. I risk missing out entirely or being left with a reduced position, significantly limiting my upside potential.

Ultimately, I’m focused on the bigger picture: the growth of telehealth, the efficiency of the cash-pay model, and the long-term disruptive potential of $HIMS. That’s why I continue to hold and embrace the volatility as part of the journey