I’ve been looking into Hims & Hers (HIMS) and wanted to get some long-term perspectives from this sub.
On the bull side, it seems like they’re growing revenue and subscribers, expanding product offerings and riding the broader telehealth / subscription healthcare trend. On the other hand, the valuation looks pretty rich, competition is intense and the stocks been very volatile.
For those who’ve researched or hold it, you see the company as as a legit long-term compounder or more of a speculative growth play?