$HIMS Long-Term Volatility vs $NFLX–$WBD Strategic Concerns

Travis Hoium
01-11

1. $Hims & Hers Health Inc.(HIMS)$

I'm going to do some $HIMS content this week, but this is a reminder that long-term disruptive companies are NEVER a straight line higher.

This is Netflix's revenue growth rate over 20 years. It was a wild roller coaster!

2. $Netflix(NFLX)$ V $Warner Bros. Discovery(WBD)$

I REALLY want to like $NFLX here, but I don't love the stagnant market share for ~3 years at this point.

This should be a golden age for Netflix's share gains, and instead, they're forced into (IMO) a defensive acquisition of $WBD at an insane price.

There's value at some point, but not yet.

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