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Hello investors,
Today I’m going to keep it limited to just updating you all on recent Hims & Hers Health (HIMS) news regarding the FDA and the pricing changes we saw on Friday as well as our take on the recent Mama’s Creations (MAMA) Q3’24 earnings and a brief portfolio update.
We’re looking to end the year with a bang and given that HIMS is one of our larger, more “at risk” positions, we felt a more thorough update was warranted.
With that, let’s get started.