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