《$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove》
看多Hims，论点基于其向数据/留存业务的转型以及国际增长，这些因素超过了管理层信任问题和当前估值担忧。
今天，我第二次邀请 Paul Cerro 做客。Paul 经营 Cedar Grove Capital，他对 Hims 有一个投资论点。股票代码是 Hims。
today I've got Paul Cerro on for the second time. Paul runs Cedar Grove Capital and he has a thesis on Hims. The ticker is Hims.
他曾在一家 Hims 的竞争对手公司工作，因此他拥有实际的行业专业知识，而且他写过一篇分析，这是他第三次撰写并交易该股票。他做多该股取得了巨大成功，做空该股也取得了巨大成功，现在他又做多了。
He used to work for a Hims competitor, so he's got a you know, actual sector expertise and this is like he's done a write-up on This is his third time he's written up gone traded kind of quote-unquote traded the stock. He went long the stock to great success. He went short the stock to great success and now he's long the stock again.