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03-31 17:57

$MicroAlgo, Inc.(MLGO)$

2024-12-15

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2024-12-09

$Meta Platforms, Inc.(META)$

02-16

$Howmet Aerospace Inc.(HWM)$

01-23

$Monopar Therapeutics(MNPR)$

01-13

01-05

2024-12-22

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2024-12-10

$iShares Bitcoin Trust(IBIT)$

2024-10-06

$Eli Lilly(LLY)$ currently have this stock on portfolio

03-23

$Spotify Technology S.A.(SPOT)$

03-17

$Eli Lilly(LLY)$

03-09

03-02

$Starbucks(SBUX)$

02-23

$Alibaba(BABA)$

02-23

$Celsius Holdings, Inc.(CELH)$

02-22

$Hims & Hers Health Inc.(HIMS)$

02-22

Nice

Hims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything

02-20

$SUPER MICRO COMPUTER INC(SMCI)$

02-20

$Howmet Aerospace Inc.(HWM)$

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23:34","market":"us","language":"en","title":"Hims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2513929202","media":"GuruFocus","summary":"Hims & Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That'","content":"<html><body><div><div><p>Hims &amp; Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That's a big blow for telehealth companies like Hims &amp; Hers, which had been riding the wave of compounded versions of these drugs sold at lower prices. With that window now shut, investors wasted no time recalibrating expectations. The stock had surged 43% in the past five days—now, those gains have evaporated as the market digests the new reality.</p><p>But Hims &amp; Hers isn't just sitting back and taking the hit. The company just announced a strategic acquisition of a US-based peptide facility in California, doubling down on long-term supply chain control. This move is all about vertical integration—cutting out middlemen and securing production capabilities to stay ahead of shifting regulations. It builds on prior acquisitions of 503A and 503B facilities, reinforcing the company's grip on costs, quality, and availability. With personalized healthcare booming, Hims &amp; Hers is betting big on innovations in metabolic optimization, cognitive performance, and recovery science.</p><p>The acquisition, which closed in early February, signals a major pivot toward long-term resilience. Yes, the FDA ruling hurts in the short term, but this isn't just damage control—Hims &amp; Hers is playing the long game. As the telehealth landscape evolves, the company is positioning itself as a dominant force in personalized medicine. Investors will be watching closely to see if this gamble pays off.</p></div></div></body></html>","source":"gurufocus_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-21 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.gurufocus.com/news/2708749/hims-hers-crashes-22but-its-secret-power-move-could-change-everything><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hims & Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That'...</p>\n\n<a href=\"https://www.gurufocus.com/news/2708749/hims-hers-crashes-22but-its-secret-power-move-could-change-everything\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托","PW":"Power REIT"},"source_url":"https://www.gurufocus.com/news/2708749/hims-hers-crashes-22but-its-secret-power-move-could-change-everything","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513929202","content_text":"Hims & Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That's a big blow for telehealth companies like Hims & Hers, which had been riding the wave of compounded versions of these drugs sold at lower prices. With that window now shut, investors wasted no time recalibrating expectations. The stock had surged 43% in the past five days—now, those gains have evaporated as the market digests the new reality.But Hims & Hers isn't just sitting back and taking the hit. The company just announced a strategic acquisition of a US-based peptide facility in California, doubling down on long-term supply chain control. This move is all about vertical integration—cutting out middlemen and securing production capabilities to stay ahead of shifting regulations. It builds on prior acquisitions of 503A and 503B facilities, reinforcing the company's grip on costs, quality, and availability. With personalized healthcare booming, Hims & Hers is betting big on innovations in metabolic optimization, cognitive performance, and recovery science.The acquisition, which closed in early February, signals a major pivot toward long-term resilience. Yes, the FDA ruling hurts in the short term, but this isn't just damage control—Hims & Hers is playing the long game. 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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/400489956585776","repostId":"2509793265","repostType":2,"repost":{"id":"2509793265","kind":"highlight","pubTimestamp":1738795620,"share":"https://ttm.financial/m/news/2509793265?lang=&edition=full_marsco","pubTime":"2025-02-06 06:47","market":"fut","language":"en","title":"Why Disney Is My Favorite Investment on the Stock Market Today","url":"https://stock-news.laohu8.com/highlight/detail?id=2509793265","media":"Motley Fool","summary":"Disney’s intellectual property is second to none, providing ample monetization opportunities.I don't believe there's any chance this is possible, highlighting the company's moat.Rising operating incomeDisney's DTC streaming segment reported billions in operating losses over the past few years, as management investing aggressively in content, technology, and marketing to scale up the platform and grow subscribers. This pressured the profitability of the overall business.However, the combined DTC services  were profitable in the last two fiscal quarters, which appears to be the beginning of a new upward trend. The leadership team expects a long-term double-digit operating margin for the segment that could see billions flow to the bottom line in the not-too-distant future.Executives also plan to double capital expenditures in the Experiences segment over the next decade to $60 billion. The goal is to expand capacity at theme parks with new attractions. What's more, Disney will add seven n","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Disney’s intellectual property is second to none, providing ample monetization opportunities.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Thanks to improving DTC streaming financials, coupled with the popular theme parks and cruises, Disney’s operating income is set to rise.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>The company’s current enterprise value presents a discount buying opportunity.</div>\n</li>\n</ul><div><p><span>Declining cable-TV subscribers, box office flops in 2023, massive direct-to-consumer (DTC) streaming losses, rising costs for sports rights, proxy battles, and CEO succession issues have plagued </span><strong><span>Walt Disney</span></strong><span> <span>(DIS<span> -2.44%</span>)</span> shares. They are down 18% in the past five years, when the </span><strong><span>S&amp;P 500</span></strong><span> has put up a total return of 103%. </span></p><p><span>Underperformance like this can cause some investors to stay far away from the House of Mouse. However, for those who are patient and can view the business for what it's worth, there's an opportunity here.</span></p><p><span>Here's why Disney is my favorite investment on the </span><span>stock market</span><span> today.</span></p><h2 aria-level=\"2\"><span>Disney's moat</span></h2><p><span>Despite what the stock's disappointing performance over the past five years suggests, Disney still has a wide economic moat. The company's key durable advantage comes from its invaluable </span><span>intellectual property</span><span> (IP) that it's able to monetize in a variety of ways, whether via video content in theaters or on TV, at theme parks and cruises, or by selling consumer products.</span></p><p><span>Pixar, Lucasfilm, and Marvel are all owned by Disney. It has high-quality family programming and general entertainment. And it's able to invest in top sports rights for the NFL, NBA, and college football that are distributed through the popular ESPN brand.</span></p><div><div><div></div></div></div><p><span>Last year, Disney won 60 Emmy awards, a record. With </span><em><span>Inside Out 2</span></em><span>, </span><em><span>Deadpool &amp; Wolverine</span></em><span>, and </span><em><span>Moana 2</span></em><span>, the business produced three billion-dollar movies that were the top three highest grossing in 2024.</span></p><p><span>In the physical world, Disney operates seven of the 10 most visited theme parks on the planet. Combined, they see a jaw-dropping 100 million visitors annually.</span></p><div></div><p><span>If an entrepreneur had access to unlimited capital, would they be able to create anything even remotely close to the assets that Disney has? I don't believe there's any chance this is possible, highlighting the company's moat.</span></p><div><app :collapse_on_load=\"false\" :instrument_id=\"203310\" :show_benchmark_compare=\"false\" amount_change=\"-2.76\" average_volume=\"9,392,836\" company_name=\"Walt Disney\" current_price=\"110.54\" daily_high=\"118.59\" daily_low=\"110.23\" default_period=\"FiveYear\" dividend_yield=\"0.84%\" exchange=\"NYSE\" fifty_two_week_high=\"123.74\" fifty_two_week_low=\"83.91\" gross_margin=\"30.08\" logo=\"https://g.foolcdn.com/art/companylogos/mark/DIS.png\" market_cap=\"$205B\" pe_ratio=\"41.71\" percent_change=\"-2.44\" symbol=\"DIS\" volume=\"23,292,566\"></app></div><h2 aria-level=\"2\"><span>Rising operating income</span></h2><p><span>Disney's DTC streaming segment reported billions in operating losses over the past few years, as management investing aggressively in content, technology, and marketing to scale up the platform and grow subscribers. This pressured the profitability of the overall business.</span></p><div><div><div></div></div></div><p><span>However, the combined DTC services (Disney+, Hulu, ESPN+) were profitable in the last two fiscal quarters, which appears to be the beginning of a new upward trend. The leadership team expects a long-term double-digit </span><span>operating margin</span><span> for the segment that could see billions flow to the bottom line in the not-too-distant future.</span></p><p><span>Executives also plan to double capital expenditures in the Experiences segment over the next decade to $60 billion. The goal is to expand capacity at theme parks with new attractions. What's more, Disney will add seven new cruise ships to its fleet, more than doubling the count by 2031.</span></p><p><span>Given that parks, resorts, and consumer products were able to increase revenue by 79% in the past 10 years, the trajectory certainly points to healthy demand for what Disney offers. Management says there are 700 million Disney fans that have not visited a theme park yet.</span></p><h2 aria-level=\"2\"><span>Discount price</span></h2><p><span>Disney's IP is inimitable, protecting its competitive moat and differentiating it in the crowded media and entertainment industry. And the business is in the early stages of registering impressive earnings growth in the years ahead from both its DTC services and its Experiences division.</span></p><div><div><div></div></div></div><p><span>Yes, the cable networks are in secular decline. But they still generate billions in operating income. They're not worthless. And with the highly anticipated launch of the flagship ESPN streaming app this fall, there's another catalyst on the horizon.</span></p><p><span>Disney's peak </span><span>enterprise value</span><span> (EV) was $422 billion in March 2021. Toward the end of this decade, I believe the company is going to be in much stronger shape (with much higher earnings power) than it was about four years ago. That means the upside is sizable when you realize that the current EV is $249 billion.</span></p><p><span>The business is being offered to investors at a discount. It's best to take a closer look at the House of Mouse.</span></p><div></div></div></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Disney Is My Favorite Investment on the Stock Market Today</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Disney Is My Favorite Investment on the Stock Market Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-06 06:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2025/02/05/why-disney-favorite-investment-stock-market-today/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Disney’s intellectual property is second to none, providing ample monetization opportunities.\n\n\n\n\n\n\n\nThanks to improving DTC streaming financials, coupled with the popular theme parks and cruises, ...</p>\n\n<a href=\"https://www.fool.com/investing/2025/02/05/why-disney-favorite-investment-stock-market-today/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","IP":"国际纸业","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4598":"佩洛西持仓","BK4190":"消闲用品","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4585":"ETF&股票定投概念","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","BK4524":"宅经济概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4550":"红杉资本持仓","BK4588":"碎股","LU2463526074.USD":"NORDEA 1 - GLOBAL CLIMATE ENGAGEMENT \"BP\" (USD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","DTC":"Solo Brands, Inc.","BK4551":"寇图资本持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","DIS":"迪士尼","BK4136":"纸材料包装","BK4561":"索罗斯持仓"},"source_url":"https://www.fool.com/investing/2025/02/05/why-disney-favorite-investment-stock-market-today/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509793265","content_text":"Disney’s intellectual property is second to none, providing ample monetization opportunities.\n\n\n\n\n\n\n\nThanks to improving DTC streaming financials, coupled with the popular theme parks and cruises, Disney’s operating income is set to rise.\n\n\n\n\n\n\n\nThe company’s current enterprise value presents a discount buying opportunity.\n\nDeclining cable-TV subscribers, box office flops in 2023, massive direct-to-consumer (DTC) streaming losses, rising costs for sports rights, proxy battles, and CEO succession issues have plagued Walt Disney (DIS -2.44%) shares. They are down 18% in the past five years, when the S&P 500 has put up a total return of 103%. Underperformance like this can cause some investors to stay far away from the House of Mouse. However, for those who are patient and can view the business for what it's worth, there's an opportunity here.Here's why Disney is my favorite investment on the stock market today.Disney's moatDespite what the stock's disappointing performance over the past five years suggests, Disney still has a wide economic moat. The company's key durable advantage comes from its invaluable intellectual property (IP) that it's able to monetize in a variety of ways, whether via video content in theaters or on TV, at theme parks and cruises, or by selling consumer products.Pixar, Lucasfilm, and Marvel are all owned by Disney. It has high-quality family programming and general entertainment. And it's able to invest in top sports rights for the NFL, NBA, and college football that are distributed through the popular ESPN brand.Last year, Disney won 60 Emmy awards, a record. With Inside Out 2, Deadpool & Wolverine, and Moana 2, the business produced three billion-dollar movies that were the top three highest grossing in 2024.In the physical world, Disney operates seven of the 10 most visited theme parks on the planet. Combined, they see a jaw-dropping 100 million visitors annually.If an entrepreneur had access to unlimited capital, would they be able to create anything even remotely close to the assets that Disney has? I don't believe there's any chance this is possible, highlighting the company's moat.Rising operating incomeDisney's DTC streaming segment reported billions in operating losses over the past few years, as management investing aggressively in content, technology, and marketing to scale up the platform and grow subscribers. This pressured the profitability of the overall business.However, the combined DTC services (Disney+, Hulu, ESPN+) were profitable in the last two fiscal quarters, which appears to be the beginning of a new upward trend. The leadership team expects a long-term double-digit operating margin for the segment that could see billions flow to the bottom line in the not-too-distant future.Executives also plan to double capital expenditures in the Experiences segment over the next decade to $60 billion. The goal is to expand capacity at theme parks with new attractions. What's more, Disney will add seven new cruise ships to its fleet, more than doubling the count by 2031.Given that parks, resorts, and consumer products were able to increase revenue by 79% in the past 10 years, the trajectory certainly points to healthy demand for what Disney offers. Management says there are 700 million Disney fans that have not visited a theme park yet.Discount priceDisney's IP is inimitable, protecting its competitive moat and differentiating it in the crowded media and entertainment industry. And the business is in the early stages of registering impressive earnings growth in the years ahead from both its DTC services and its Experiences division.Yes, the cable networks are in secular decline. But they still generate billions in operating income. They're not worthless. And with the highly anticipated launch of the flagship ESPN streaming app this fall, there's another catalyst on the horizon.Disney's peak enterprise value (EV) was $422 billion in March 2021. Toward the end of this decade, I believe the company is going to be in much stronger shape (with much higher earnings power) than it was about four years ago. That means the upside is sizable when you realize that the current EV is $249 billion.The business is being offered to investors at a discount. It's best to take a closer look at the House of Mouse.","news_type":1},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399359289360784,"gmtCreate":1738524760795,"gmtModify":1738524764704,"author":{"id":"4188865183035492","authorId":"4188865183035492","name":"Sunnyhills","avatar":"https://community-static.tradeup.com/news/5810f8f7ab5ed3d465e52fde7fc2c6b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188865183035492","authorIdStr":"4188865183035492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","text":"$Meta Platforms, 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23:34","market":"us","language":"en","title":"Hims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything","url":"https://stock-news.laohu8.com/highlight/detail?id=2513929202","media":"GuruFocus","summary":"Hims & Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That'","content":"<html><body><div><div><p>Hims &amp; Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That's a big blow for telehealth companies like Hims &amp; Hers, which had been riding the wave of compounded versions of these drugs sold at lower prices. With that window now shut, investors wasted no time recalibrating expectations. The stock had surged 43% in the past five days—now, those gains have evaporated as the market digests the new reality.</p><p>But Hims &amp; Hers isn't just sitting back and taking the hit. The company just announced a strategic acquisition of a US-based peptide facility in California, doubling down on long-term supply chain control. This move is all about vertical integration—cutting out middlemen and securing production capabilities to stay ahead of shifting regulations. It builds on prior acquisitions of 503A and 503B facilities, reinforcing the company's grip on costs, quality, and availability. With personalized healthcare booming, Hims &amp; Hers is betting big on innovations in metabolic optimization, cognitive performance, and recovery science.</p><p>The acquisition, which closed in early February, signals a major pivot toward long-term resilience. Yes, the FDA ruling hurts in the short term, but this isn't just damage control—Hims &amp; Hers is playing the long game. As the telehealth landscape evolves, the company is positioning itself as a dominant force in personalized medicine. Investors will be watching closely to see if this gamble pays off.</p></div></div></body></html>","source":"gurufocus_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHims & Hers Crashes 22%--But Its Secret Power Move Could Change Everything\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-21 23:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.gurufocus.com/news/2708749/hims-hers-crashes-22but-its-secret-power-move-could-change-everything><strong>GuruFocus</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hims & Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That'...</p>\n\n<a href=\"https://www.gurufocus.com/news/2708749/hims-hers-crashes-22but-its-secret-power-move-could-change-everything\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4234":"特殊用途房地产信托","BK4084":"特种房地产投资信托","PW":"Power REIT"},"source_url":"https://www.gurufocus.com/news/2708749/hims-hers-crashes-22but-its-secret-power-move-could-change-everything","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513929202","content_text":"Hims & Hers Health (HIMS, Financial) took a nosedive, dropping nearly 22% at 10.06am today, after the FDA announced the official end of Novo Nordisk's (NVO, Financial) weight-loss drug shortage. That's a big blow for telehealth companies like Hims & Hers, which had been riding the wave of compounded versions of these drugs sold at lower prices. With that window now shut, investors wasted no time recalibrating expectations. The stock had surged 43% in the past five days—now, those gains have evaporated as the market digests the new reality.But Hims & Hers isn't just sitting back and taking the hit. The company just announced a strategic acquisition of a US-based peptide facility in California, doubling down on long-term supply chain control. This move is all about vertical integration—cutting out middlemen and securing production capabilities to stay ahead of shifting regulations. It builds on prior acquisitions of 503A and 503B facilities, reinforcing the company's grip on costs, quality, and availability. With personalized healthcare booming, Hims & Hers is betting big on innovations in metabolic optimization, cognitive performance, and recovery science.The acquisition, which closed in early February, signals a major pivot toward long-term resilience. Yes, the FDA ruling hurts in the short term, but this isn't just damage control—Hims & Hers is playing the long game. As the telehealth landscape evolves, the company is positioning itself as a dominant force in personalized medicine. Investors will be watching closely to see if this gamble pays off.","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405694896570792,"gmtCreate":1740074121621,"gmtModify":1740074124317,"author":{"id":"4188865183035492","authorId":"4188865183035492","name":"Sunnyhills","avatar":"https://community-static.tradeup.com/news/5810f8f7ab5ed3d465e52fde7fc2c6b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188865183035492","authorIdStr":"4188865183035492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/96faed515c9e3a67f2aa70cbef1299d9","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405694896570792","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":405691941445880,"gmtCreate":1740073929085,"gmtModify":1740073932172,"author":{"id":"4188865183035492","authorId":"4188865183035492","name":"Sunnyhills","avatar":"https://community-static.tradeup.com/news/5810f8f7ab5ed3d465e52fde7fc2c6b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4188865183035492","authorIdStr":"4188865183035492"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HWM\">$Howmet Aerospace Inc.(HWM)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HWM\">$Howmet Aerospace Inc.(HWM)$</a>&nbsp;","text":"$Howmet Aerospace Inc.(HWM)$","images":[{"img":"https://community-static.tradeup.com/news/1bd0b9f793e79e1e964d34349ae49d83","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/405691941445880","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}