HIMS is undervalued and poised for upside; its platform model captures value from any winning GLP-1 drug, and short-selling pressure will diminish as market cap grows.

I want to talk about the company "Hems & Hers Health". This is another name that is attracting a lot of attention, especially on social media. It's a volatile stock, but it seems to be in a transitional phase, and I'm interested to know your opinion on its role in this area, and your general opinion of the company .

Yes, Hems & Hers Health is a much misunderstood company and is worth far more than it is currently being sold for . In fact, it is our largest equity portfolio at DocShop Financial across all our client accounts, and it is also my largest personal investment.

Hems & Hers Health is essentially a healthcare platform , and the beauty of it is that it does n't matter which pharmaceutical company wins the race to develop the drug, because if the drug is available on the Hems platform, the company will benefit, whether it's Eli Lilly, Novo Nordisk, or any other entity entering the market.

What Hems has done , besides creating a vertically integrated telehealth company, is that it controls a lot of the user experience and actual distribution channels. They are also great marketers.

They have a huge reach and millions of subscribers, and this is of great value to pharmaceutical companies. As Hems builds this competitive trench and continues to grow the company, all these pharmaceutical companies will want to showcase their products on the platform.

Think about it, if you were Novo, Eli Lilly, or any other pharmaceutical company , what is something you are not good at? Well, in general it's marketing and distribution, and also, as you know, customer acquisition; You do not have actual subscribers in the field of pharmaceuticals.

So, if you can delegate that to an expert, and all you have to do is manufacture, develop, and ship the products to actual distributors, that's a very profitable deal.

We can confirm this with the fact that "Hems" is the primary distributor of "Wegovi" by the "Novo" company. So, you see it happening on a very small scale now, but it will worsen over time, and the price of "Hems" stock will rise .

The problem with "Hems" is that it is located in an odd space where borrowing rates are extremely low. Thus, many of these shares are lent out for free. People take the stock, borrow it for free, and sell it short, causing the stock price to drop.

Then they come back and cover their positions for the rest of the day, repeating the process. If you look at the stock chart, approximately every day from 9:45 to 10:45, two million shares are pumped into the market.

This is simply because borrowing rates are free.

This problem will be solved as the company grows. You can think of it like a boat. If your boat gets bigger, it needs more people to rock it from side to side. So, all these people who come in and short sell a few million shares every day, they won't be able to do that when Hems becomes a $15, $ 30, or $50 billion company.