$HIMS · Asymmetric Investing host remains bullish on HIMS despite noisy earnings: 25-35% core growth at 1.7x EV/Sales

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Asymmetric Investing

Hims & Hers Update: The Real Story Behind Earnings | $HIMS

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Asymmetric Investing host remains bullish on HIMS despite noisy earnings: 25-35% core growth at 1.7x EV/Sales

2026-02-24 · 4 company · 4 thematic

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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

“The numbers that I come out to is somewhere between 25 and 35% is what the real kind of core growth rate is for Hims & Hers. That is a really solid growth rate. It's a phenomenal growth rate if they can continue to do to do that over 10, 1…”

—travis hoium

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