Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes
Portfolio Update #9
It's not a paid ad but I just wanted to let everyone know that if you’re wondering what I use to get my information for my research, it’s largely Koyfin. If you’re interested in checking it out (I highly recommend it), you can get 20% off your plan using my link here.
As a reminder, if you’re a student, you also get an annual subscription for $52/yr (vs. $350) if you use your school email. Just click through with this link.
Hello investors,
Today I’m going to keep it limited to just updating you all on recent Hims & Hers Health (HIMS) news regarding the FDA and the pricing changes we saw on Friday as well as our take on the recent Mama’s Creations (MAMA) Q3’24 earnings and a brief portfolio update.
We’re looking to end the year with a bang and given that HIMS is one of our larger, more “at risk” positions, we felt a more thorough update was warranted.
With that, let’s get started.