$HIMS Bofa put an underperform rating and a PO of $18 🦅

Comments on the report 👇

- Last time they issued a sell stock rallied to $35
- I find the PO of $18 to be stupidly conservative given the growth
- The report puts way too much emphasis on glp-1s forgetting that majority of $HIMS revenue comes from other areas. Even if so 
- @Aktiediplomaten has made an excellent breakdown of that credit card data, as someone that knows statistics he is on point, I don't see bofa making any regression model analysis 
- I don't consider the meta threat to be significant 
- I agree that their Glp-1 segment is under threat but I suspect they will find ways around it 

Till I have other data from the company I wouldn't trust analysts or firms, I never had 

Simeon out 🦅