Samuel Meciar's avatar
$38.3m follower assets
It's time for the March portfolio update :) Throughout last month I made some changes to my portfolio - initiated a small position in $UBER, doubled down on $ASML, $MA & $SNOW, exited $FVRR, and added to my positions in $GOOGL, $MDB, and $ADBE. It's been a great month. And $HIMS is now my first ever bagger on my investing journey :)

I'm very proud of that result. Following the process, doing systematic due diligence, and being patient quite literally PAYS OFF!

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Joey Hirendernath's avatar
Would love to know more on your thesis for $HIMS



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