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▶ 0:00 · $HIMS · Hims is in Big Trouble...
episode briefing
Antonio Linares

Hims is in Big Trouble...

2026-02-10 · 1 company · 3 thematic
sentiment
1 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
“So, what I'm doing is analyzing information as it comes out and assigning odds to a range of potential outcomes. Now, as I was saying, I don't initially like the way this turmoil looks, and so I do assign, say, 5 to 10% probabilities of th…”
—antonio linares
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
Linares stays long Hims despite Novo lawsuit: sees secular healthcare inversion
Hims is the tip of the iceberg in a shift from top-down to networked, patient-centric healthcare driven by collapsing diagnostics costs and AI; the legal battle with Novo over com…