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Hims Q4 2025 Earnings Review

Hims Q4 2025 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take Hims sells men’s and women’s health

  • Bradley Freeman
11 min read
Portfolio & Performance Updates
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Portfolio & Performance Updates

a. Updated Performance vs. the S&P 500

  • Bradley Freeman
2 min read
News of the Week (February 16-20, 2026)
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News of the Week (February 16-20, 2026)

It was a very light fundamental news week for the coverage universe. I already published my Lemonade earnings review and my Palo Alto Networks earnings review. Next week will be a busy one.

  • Bradley Freeman
4 min read
Lemonade Q4 2025 Earnings Review

Lemonade Q4 2025 Earnings Review

Exploring the results of this insurance disruptor.

  • Bradley Freeman
12 min read
Palo Alto Networks Earnings Review

Palo Alto Networks Earnings Review

a. Palo Alto 101 Palo Alto is a cybersecurity company competing across endpoint, cloud and network. Bucket #1 – Cortex: Cortex includes its endpoint and security information and event management (SIEM) products. SIEM aggregates

  • Bradley Freeman
13 min read
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