📈 HIMS' Asymmetric Opportunity, JIN’s Overlooked Strengths, and PROX's Possible Re-Rating

Welcome to Weekly Picks, where each week our analysts hand pick their favourite Narratives from the community ( what is a Narrative? ).

This week’s picks cover:

• 📈 Why Hims & Hers Health’s personalised healthcare platform has huge operating leverage.  
• 💸 How Jumbo Interactive’s strong fundamentals and profitability provide solid income and growth.
• 📊 Why a re-rating of Proximus could deliver returns vastly outperforming the S&P500.

💡 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.

💡 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.

💡 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.

What's next?

1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.