“$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove”
Long on Hims; thesis rests on transformation into a data/retention business and international growth outweighing management trust issues and current valuation concerns.
today I've got Paul Cerro on for the second time. Paul runs Cedar Grove Capital and he has a thesis on Hims. The ticker is Hims.
He used to work for a Hims competitor, so he's got a you know, actual sector expertise and this is like he's done a write-up on This is his third time he's written up gone traded kind of quote-unquote traded the stock.
He went long the stock to great success. He went short the stock to great success and now he's long the stock again.