Hi Everyone 👋,
Welcome to the #39 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻
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The follow-up to former Issues
Below you´ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we´re here for the long run. 5-10 years horizon at least.
$TAP - bought at $44.95 - Issue 1
Closed the week at $45.91 (up 2.13%)🔥
💰$0.34 dividends
$GEO - bought at $5.79 - Issue 7
Closed the week at $8.84 (up 52.67%)🔥
XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.80€ (down 8.95%)❄️
READ - bought at 39.25SEK - Issue 12+24
Closed the week at 20.16SEK (down 48.63%)❄️
$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $7.31 (down 11.71%)❄️
THG - bought at 373.50pc - Issue 32+36
Closed the week at 193.80 (down 48.11%)❄️
Still the same as last week … thinking of adding some more $HIMS under $7 with the last results and news. 👇🏻 see below
Portfolio News of the week
$HIMS - Hims & Hers received a $12 Price Target From Piper Sandler.
Hims & Hers is dominating the cash-pay and low-to-mid acuity direct-to-consumer markets for sexual health, dermatology, and hair loss. And the company is executing consistently and the stock is undervalued.
— Sean Wieland, analyst at Piper Sandler
$HIMS - Hims & Hers will also offer its Health and Wellness Products in Amazon’s U.S. Store.
Very convenient for Prime customers to add Hims products to their cart. Same-day delivery is also something that would be hard to archive without Amazon as a partner. Also, Amazon shoppers will have exclusive access to two-pack bundled offerings like Hims/Hers shampoo and conditioner. That is excellent news for $HIMS.
Video of the week - $ONON
15min docu about On, the Swiss running shoe company we covered in Issue #26. In just 11 years, the upstart company went from zero to over $7 billion in valuations. This is the story about how a two-time world champion and his friends landed Roger Federer to help create one of the fastest-growing shoe companies in the world.
Earnings of the week
Quote of the Week
If you have trouble imagining a 20% loss in the stock market, you shouldn’t be in stocks.
— John Bogle
Tweets of the week
5 points of the week - From the book “100 to 1 in the stock market”
Curated by the Big Investor Blog:
The notion that cash is safe and stocks are unsafe is a fallacy. Inflation loss is real.
Another fallacy is that avoidance of risk is more important than the seizure of opportunity. Opportunity can reward you 100 fold; risk, on the other hand, can only make you lose 1x of your capital.
Never for a non-investment reason should one take an investment action. Such as:
My stock is too high.
I needed to set off STCL.
My stock is not moving. Others are
New management.
New competition.
I have already made 100 times profit.
If you think something is attractive in the market, buy it. If it falls lower, buy more. These differences may be the ones that make 60x instead of 40x, but it is not worth missing the opportunities altogether.
Even if one knew what the stock market would do, it would still be more profitable if you just kept your head down and continued to stock pick.
Got Feedback, Questions, or Suggestions? Just Hit Reply; I’d love to hear your comments.
Thanks for reading, and until next Monday,
Sebastian from 247capital
