This video details Henry's recent $95,000 investment in three new stocks: Sweet Greens, HIMS, and Robinhood. He analyzes each company's business model, growth potential, and valuation, explaining his rationale for investing in each. He also discusses his bullish outlook for these stocks and the benefits of monthly subscription-based business models.
Sweet Greens: Despite recent earnings challenges and a 16% stock decline, Henry views Sweet Greens as undervalued due to its expansion plans and the implementation of automated kitchen technology, which improves efficiency and reduces labor costs. The stock is currently trading at approximately $15 per share.
HIMS: Henry believes HIMS, a telehealth company, is undervalued, citing its strong business model and recurring revenue streams from monthly subscriptions for various health and wellness products. He anticipates significant growth due to an increasing demand for its offerings in sexual health, hair care, and weight management. The stock is currently around $51, with a potential to reach $68 or even $100 in the next 12-24 months.
Robinhood: Henry discusses Robinhood's strong recent earnings and positive growth trajectory. He highlights the company's expanding user base, increasing high-net-worth clients, and the subscription-based model of its โGoldโ service. He emphasizes the large total addressable market (TAM) of $600 billion, particularly with planned international expansion. He predicts Robinhood will also become a $100 stock in the future. His investment strategy involves selling puts to acquire the stock.
