This quote is why i only have 5 stocks in my portfolio and why i am only adding a couple more in the future.
“Diversification is a protection against ignorance. It makes very little sense for those who know what they’re doing.”
– Warren Buffett
$TSLA $PLTR $HIMS $KULR $RKLB
$HIMS in a nutshell:
• Profitable
• Founder Led
• $7bn market cap
• Buyback program
• Over trillion dollar market
• Subscription based model
• High gross margin (Q3 79%)
• Explosive YoY growth (77& YoY)
• MedMatch - AI & Machine Learning tool
• Offers affordable personalized solutions
• 2,047,000 million subscribers (44% YoY)
• 1m+ subs utilizing personalized solutions
• Subscriber growth +40% outside of GLP-1
• Generates approx. $1.6bn revenue per year
• Generates approx. $137m revenue per month
• 2024 Guidance - $1.460-$1.465bn in revenue
• Free Cash Flow was $79.4m for the 3rd Quarter