TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 0:30 · $HIMS · HUGE Hims & Hers Stock News Today! $HIMS
episode briefing
Asymmetric Investing

HUGE Hims & Hers Stock News Today! $HIMS

2026-05-12 · 1 company · 2 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“As an asymmetric investor, I'm looking at what is this company going to be in 5, 10, 20 years and I think Hims & Hers is heading in the right direction... 100,000 new subscribers per month in their weight loss specialty... Within 6 weeks o…”
—travis hoium
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Hims & Hers pivots to branded GLP-1s with 100k monthly weight-loss subs, guiding 30%+ growth
The pivot from compounded to branded Novo Nordisk GLP-1s (Wegovy) is driving 100k new weight-loss subscribers per month and 125k shipments in six weeks. Management raised 2026 gui…