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▶ 1:26 · $OWLT · Owlet vs the Market: Why This Stock Could Explode
episode briefing
Asymmetric Investing

Owlet vs the Market: Why This Stock Could Explode

2026-07-13 · 2 company · 1 thematic
sentiment
2 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
“Now let's dig into why Owlette is a stock that I am adding more of in 2026. 177 billion million market cap... valuation is really low too. 1.6 times sales is the enterprise value... Revenue has just about doubled since the end of 2023... T…”
—travis hoium
now playing · $OWLT
$OWLT···bullish· high· postravis hoium
Host adds to Owlet position citing FDA moat, telehealth optionality, and debt refinancing
Owlet trades at 1.6x EV/sales with revenue doubling, holds unique FDA approval for baby monitors creating a regulatory moat, and is expanding into high-margin subscription telehea…
$HIMS···bullish· low· postravis hoium
Host suggests Hims & Hers should acquire Owlet to enter kids market
Hims & Hers could acquire Owlet to instantly gain a relationship with hundreds of thousands of parents and enter the pediatric/kids health market, leveraging Owlet's FDA-approved…