Capitalist Letters

Capitalist Letters

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Capitalist Letters
Capitalist Letters
Hims & Hers Earnings Was Way Better Than The Wall Street Thought, Here Is Why.
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Hims & Hers Earnings Was Way Better Than The Wall Street Thought, Here Is Why.

Story of a company performing so amazingly that its investors got upset for a 20% decline after it quadruples in a year.

Oguz Erkan's avatar
Oguz Erkan
Mar 02, 2025
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Capitalist Letters
Capitalist Letters
Hims & Hers Earnings Was Way Better Than The Wall Street Thought, Here Is Why.
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Let me start straight with this: Playing the earnings game isn’t a way to make money in investing.

There are many reasons for this.

To start with, “quarter” is an artificial timeframe that we have created to assess business’ performance. It doesn’t exist in reality. The most natural result of this is that business cycles don’t actually coincide with quart…

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