$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove
· yetanothervalueblog.com
Paul Cerro of Cedar Grove on Hims and Hers ($HIMS): long, then short, now long again. Retention and lab data over peptides, and a CEO he distrusts
Paul Cerro was long Hims & Hers in 2024, short it through the compounded GLP-1 unwind, and covered when the stock broke $14 after Q1. He’s long again, and his...