Swiss Transparent Portfolio (@swisstransparentportfolio): "$HIMS. Voilà! The music is starting to sound, and HIMS is holding the instrument. Read us. Join us. Sleep well. ✨"

Make money doing the work you believe in

Swiss Transparent Portfolio

Apr 15

@swisstransparentportfolio

$HIMS. Voilà!

The music is starting to sound, and HIMS is holding the instrument.

Read us. Join us. Sleep well. ✨

Swiss Transparent Portfolio

Apr 15

For every minute Amazon $AMZN doesn’t decisively move against Hims & Hers $HIMS business, they’re effectively allowing a “Swiss cheese layer” to form, one more protective layer in distribution that will compound massively over time.

Stack enough of those layers… and you don’t compete anymore, you obliterate. And right now, that layer is being built in real time.

Read us. Join us. Sleep well. ✨

swisstransparentportfolio.substack.com/p/hims-r…

Apr 15

9:52 PM

Make money doing the work you believe in

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