$HIMS Builds, $ONON Surprises, and $TSLA Faces Tough Questions

Travis Hoium
07-24

From biotech catalysts and consumer brand momentum to EV valuation debates, these three stocks highlight how investors are focusing on very different opportunities—and risks—across today's market.

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

BPC-157 isn’t a done deal but it’s getting close.

This could be another catalyst for $HIMS, the biggest position in the Asymmetric Portfolio.

2. $On Holding AG(ONON)$

I don’t know what these are but I kind of want them.

3. $Tesla Motors(TSLA)$

What multiple would you put on a company growing revenue at 0.5% annually with declining margins?

Does 12x sales and 295x earnings sound fair?

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