Hims: The Platform Powering Personalised Healthcare

Hims is building the front door to consumer healthcare. It’s combining diagnostics, treatment, and prevention in one platform. With deepening personalisation, strong cash flow, and rapid growth across new verticals like GLP-1s and peptides, it’s evolving into a category-defining business.

💡 Why we like it: It’s a high-conviction thesis on a company building healthcare’s future infrastructure, not just selling pills. The author lays out Hims' platform, margins, and moat with clarity, and why the upside case resembles more like Amazon in the 2000's rather than a healthtech stock.

Undervalued lottery company with strong fundamentals

Strong profitability metrics, a 5.4% yield, and acquisitions highlight Jumbo’s potential. While the key risks include Lottery Corp reliance and regulation, the recent share price underperformance could provide an opportunity for those seeking income and growth.

💡 Why we like it: This is a concise investment case with standout fundamentals like high profitability metrics, healthy yield, and smart expansion. The author acknowledges the risks but makes a strong case that the market’s been overly pessimistic on a well-run, cash-generative business.

Proximus, transferring money from the impatient to the patient investor

Proximus’ heavy investments in fiber, 5G, and acquisitions led to dividend cuts and investor exits, driving the stock down. Now though, with a P/E of 4.2 a 12.5% yield (at the time of writing), and forecasted cash flow recovery, long-term returns could exceed 300%.

💡 Why we like it:  It’s a classic patient-capital setup: deep value, misunderstood catalysts, and fat dividends while you wait. The author lays out the turnaround case with clarity and conviction, making the long-term upside feel not just plausible, but probable.

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