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▶ 0:03 · $HIMS · "Hims is Building the Most Valuable Subscription On Earth"
episode briefing
Antonio Linares

"Hims is Building the Most Valuable Subscription On Earth"

2026-02-24 · 1 company · 2 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
“This is, in my opinion, the beginning of the longevity as a service thesis... the combination of these two things, what it does is exponentiate the level of engagements over the coming few years... what you end up is with a superhuman AI d…”
—antonio linares
now playing · $HIMS
$HIMS···bullish· high· posantonio linares
Hims building vertically integrated longevity platform with labs, AI, and peptides
The company is transitioning from a telehealth/GLP-1 business to a vertically integrated 'longevity as a service' platform combining diagnostics (labs), AI-driven biomarker analys…