Buy Alert: New 'On the Bubble' Stock Pick

Hims & Hers Health (HIMS) proved something most investors missed.

You can build a profitable, fast-growing healthcare company without relying on clinics, sales reps, or insurance reimbursement.

The explosive move to the upside following the company’s last earnings report confirmed investor optimism for its business case.

The stock is up more than 300% year over year.

Hims launched branded GLP-1 weight-loss offerings and continued to strengthen its mental health, dermatology, and other high-demand categories.

Hims owns the entire customer relationship. It controls pricing, service, delivery, and repeat engagement.

The same model HIMS found success with is working in other industries.

On Holding (ONON) is proving it in footwear.

In the first quarter of 2025, On delivered net sales of CHF 726.6 million, a 43% increase from a year ago. Direct-to-consumer revenue rose 45% and now accounts for more than a third of the business.

Company-owned retail stores and e-commerce are outperforming expectations. Locations in Tokyo, Newport Beach, and London are generating strong same-store growth. On is adding new stores selectively while holding back on wholesale expansion. It is prioritizing channels it owns. That control allows On to scale while keeping gross margin near 60%.

We watched its stock explode higher earlier this week on strong earnings.

Our next buy alert shares very specific traits with ONON and HIMS.

• Works directly to customers, avoiding traditional retail or broker networks

• Automates the operations that legacy players still staff manually

• Builds for consumers who expect self-service, transparency, and speed

Perhaps most importantly, this company is still gaining its sea legs and is early on in its expansion journey. This is an extremely important concept for investors to understand.

What if you could find the next HIMS? The next ONON? Before their explosive growth?

We’ve played HIMS and ONON before: Last year, members had a shot at a +65% profit on HIMS in just six months. The position we opened in March of 2025 is up another +65% in half that time. And ONON? This stock delivered our members +136% in a little over two years.

Now we’re issuing a buy alert for a stock could 3x to 5x over the next two to three years.

Enjoy!

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