I believe the inclusion of the compounded GLP-1 drug as part of their product offerings will driving strong sales and membership numbers in the next few months.
1) Their compounded GLP-1 is significantly cheaper
2) Their platform makes it easier and more accessible to purchase
3) It is lifestyle related so monthly recurring purchases is encouraged
4) HIMS is essentially a DTC business where capturing market share is crucial at this stage. In 2021 it was reported that they spend 48% of their revenue on marketing.
As long as they can secure recurring purchases with a solid Average Order Value (AOV), they can gradually reduce and optimise expenses for new acquisitions once they have captured a significant market share. Not to mention the cross sell potential and the lower advertising costs for existing customers
This is part of a Qullamaggie Breakout and Episodic Pivot study I am currently conducting
Source
1) Their compounded GLP-1 is significantly cheaper
2) Their platform makes it easier and more accessible to purchase
3) It is lifestyle related so monthly recurring purchases is encouraged
4) HIMS is essentially a DTC business where capturing market share is crucial at this stage. In 2021 it was reported that they spend 48% of their revenue on marketing.
As long as they can secure recurring purchases with a solid Average Order Value (AOV), they can gradually reduce and optimise expenses for new acquisitions once they have captured a significant market share. Not to mention the cross sell potential and the lower advertising costs for existing customers
This is part of a Qullamaggie Breakout and Episodic Pivot study I am currently conducting
Source
บันทึก
Initially, I focused on the tightening candles. However, the price momentum, reflected in the gap up, combined with my conviction based on the fundamental reasons for the stock's rise. Consequently, I entered the trade with confidence. If the price pulls back due to broad market movements, I'll be ready to re-enter another probe bet once momentum returns.ปิดการเทรด ด้วยตนเอง
I closed this trade at breakeven because the price didn't follow the expected trend and started to consolidate. I will re-enter when the momentum aligns with my hypothesis and conviction.
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมที่ ข้อกำหนดการใช้งาน
คำจำกัดสิทธิ์ความรับผิดชอบ
ข้อมูลและบทความไม่ได้มีวัตถุประสงค์เพื่อก่อให้เกิดกิจกรรมทางการเงิน, การลงทุน, การซื้อขาย, ข้อเสนอแนะ หรือคำแนะนำประเภทอื่น ๆ ที่ให้หรือรับรองโดย TradingView อ่านเพิ่มเติมที่ ข้อกำหนดการใช้งาน