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$HIMS · 10 Incredible Stocks to Buy On The Dip
now playing · $HIMS
$HIMS···bullish· high· posunknown
Hims & Hers: Disruptive healthcare aggregator with GLP-1 tailwinds trading at 2x EV/sales
Hims & Hers is a disruptive healthcare aggregator combining telehealth, pharmacy, and insurance with 2.5M+ subscribers and 65% 3-year revenue CAGR. GLP-1 drugs (Wegovy, potential…
$Z···bullish· high· posunknown
Zillow: AI fears overdone; rental & mortgage platform growth at 32% CAGR with 3.4x EV/sales
Market fears AI disruption of Zillow are misplaced — Zillow's proprietary rich media (interactive floor plans, tour history) and full transaction platform (mortgage, rental, agent…
$COIN···bullish· high· posunknown
Coinbase: More than crypto trading — stablecoin & blockchain rewards drive $2B+ recurring revenue at 22x P/FCF
Coinbase's non-transaction revenue (USDC stablecoin $1.35B, blockchain rewards $700M, subscriptions $555M) is a growing recurring stream disrupting traditional banking with 3.5% U…
$MBLY···bullish· high· posunknown
Mobileye: Modular autonomy winner with 19M unit backlog, VW robotaxi deployment, trading at $3.8B EV
Mobileye's horizontal/modular model (sell EyeQ chips & software to multiple OEMs) positions it to win as automakers scramble for autonomy. 19M unit Surround 8AS backlog (new US OE…
$UBER···bullish· high· posunknown
Uber: Dominant transportation aggregator compounding at 19x P/E, 12x P/FCF with autonomy optionality
Uber's revenue grew from $3.8B (2016) to $52B with expanding margins ($5.6B operating profit, $9.8B FCF). As the demand aggregator for transportation-as-a-service, autonomy increa…
$LYFT···bullish· medium· posunknown
Lyft: #2 ride-share at 0.7x EV/sales, 6x P/FCF — potential Amazon/Zoox takeover target
Lyft growing 38% CAGR since 2016 to $6.3B revenue with positive FCF but no GAAP operating profit. Valuation extremely cheap at 0.7x EV/sales vs Uber's 2.8x. Strong candidate for a…
$ZETA···bullish· high· posunknown
Zeta Global: AI marketing cloud growing 30%+ at 14.6x forward P/E with Fortune 500 customer base
Zeta's AI-powered marketing cloud (Athena launch) helps large enterprises advertise effectively across LLMs, TV, digital. 30% revenue growth to $1.3B, operating profit positive, e…
$MGM···bullish· high· posunknown
MGM Resorts: 10-15% annual buybacks, Japan 2030 catalyst, Macau + digital cash flows at 3-4x EBITDA
MGM buying back 10-15% of shares annually with $1.5B FCF. Las Vegas Strip revenue up 45% vs 2019 ($8.4B), Macau recovering ($4.5B, 56% owned), BetMGM digital paying $100M+ dividen…
$DIS···bullish· high· posunknown
Disney: Parks $10B+ operating income, $60B capex cycle, streaming profitable, ESPN optionality at $200B EV
Disney's parks generate $10B+ operating income with 8.1% revenue CAGR pre-$60B expansion cycle (new capacity/attractions driving pricing power). Entertainment segment operating in…
$GOOGL···bullish· high· posunknown
Alphabet: Search growing double-digits post-ChatGPT, Cloud 30%+ at 20% margins, 25x P/E with $200B AI capex
Search revenue accelerating double-digits despite ChatGPT fears. YouTube accelerating, Cloud growing 30%+ with margins approaching 20% (vs 30% long-term target) leveraging decades…