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▶ 0:48 · $HIMS · Hims Is Only Getting Started...
episode briefing
Antonio Linares

Hims Is Only Getting Started...

2026-01-10 · 6 company · 5 thematic
sentiment
5 bull0 bear1 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 if I project this 2 years out my view is Hims is on track to become an exhaustive biomarker machine for everyone. So they're literally they're going to be moving towards being your proteome digital twin provider. So an exhaustive digita…”
—antonio linares
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AMD contrarian bets paid off twice over a decade apart
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