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▶ 0:30 · $HIMS · Important WARNING to Hims Investors: The Timeline is Accelerating.
episode briefing
Antonio Linares

Important WARNING to Hims Investors: The Timeline is Accelerating.

2026-03-18 · 5 company · 3 thematic
sentiment
5 bull0 bear0 neu
speakers
antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote
“Hims recently launched Hims Labs. And so, while that looks like a just another vertical, it's actually the foundation for healthcare 2.0, for a radically different healthcare system... Everything Hims has done since inception around 7 to 8…”
—antonio linares
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