I’m rotating $1,600 of $HIMS into $UBER today and here’s why👇 My base case for Uber gives me a 20% CAGR until 2031 assuming 12% FcF / Share CAGR & an exit FcF multiple of 20x. My average cost in HIMS was $29.10 so selling it at prettt much the same cost I bought in at. This gets me down to 15 positions in my portfolio getting me closer to my goal of 10-12 and hims is the stock I’m the least sure about for the future making it the obvious choice to be cut. Uber on the other hand has seen millions of insider buying with the CEO buying $10 million and the COO buying $5 million along with Nancy Pelosi and other politicians buying. Uber has the bear case completely priced in already with robotaxis and waymo scaring investors off of Uber. But at 17x forward earnings I believe uber is an absolute steal here and I will continue to buy.
138 views
2 Comments
Sawy @Megana · 1mo
On my buy list, very soon 🔜
See the full comment section 👀Sign up for the full Blossom experience!
