Nate Endicott (@endicotlnvests) 's Twitter Profile
Nate Endicott

@endicotlnvests

Learning about the markets since 2019 l Investor of $PLTR since 2020 | $HIMS investor since 2024 | $LMND & $ASTS bull in 2025. Always curious

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calendar_today19-04-2020 23:58:47

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Nate Endicott (@endicottinvests) 's Twitter Profile Photo

I think $HIMS is the most obvious play in the market right now. Going to highlight all of the DD I have been compiling these last few weeks. Prepare for a longer post. Why I think $HIMS is set to become the modern day healthcare platform 1. Let's start off with

I think $HIMS is the most obvious play in the market right now.    

Going to highlight all of the DD I have been compiling these last few weeks. Prepare for a longer post.   

Why I think $HIMS is set to become the modern day healthcare platform   

1. Let's start off with
Nate Endicott (@endicottinvests) 's Twitter Profile Photo

I personally believe $HIMS should be a $75 stock by end of year. By end of year I think TTM of revenue will be $2.1-$2.2B. This only puts them at a 7-7.5 P/S. Extremely reasonable IMO.

Nate Endicott (@endicottinvests) 's Twitter Profile Photo

So why is $RKLB a $20B company? Their TTM isn’t even $500M in revenue. Not profitable. Long term I’m sure they’ll do fantastic but a bit frothy as of now, no?

Nate Endicott (@endicottinvests) 's Twitter Profile Photo

$HIMS Andrew says a partnership with $NVO isn’t off the table. Sounds to me like andrewdudum and team won’t be suing them anytime soon. Law suit risk feels lower now IMO. Thoughts?

Nate Endicott (@endicottinvests) 's Twitter Profile Photo

$HIMS is undervalued. Here are all the valuation metrics I think it should trade at: 8-12x P/S = $102 per share 100-150 P/E = $89 per share 50-100x P/FCF = $85 per share Any way you cut it, its undervalued.