4 Comments
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Jack Luxton's avatar

awesome stuff great research. Are you invested in both HIMS and LFMD? I see a market and TAM where they can both be winners. If so, what are your weightings between them?

Thanks so much

Archetype Capital's avatar

I'm only invested in LifeMD. Long term I think Amazon Clinical one will become a serious problem. Competition against HIMS and Amazon are my biggest worries with this stock. It was initially a 6% weight now its moved down due to the market price.

I haven't sold any

Li Jiang's avatar

why do you think lifemd ceo is selling stock?

Archetype Capital's avatar

No idea, maybe he wants a new car