I Was Early on Palantir. Hims Is My Next Bet.

2026-03-27 · 5 company · 4 thematic

sentiment

4 bull0 bear1 neu

speakers

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

“What we see today with Hims, I believe, is far worse and the Hims investment case is summarized by the graph you see on the screen now. It's basically building what I call LAS, which stands for longevity as a service.”

—antonio linares

now playing · $HIMS · $PLTR

$HIMS···bullish· high· posantonio linares

Hims building Longevity as a Service flywheel with labs and AI, misunderstood like early Palantir

Hims is compounding a D2C distribution moat with proprietary biomarker data from Hims Labs to train an AI doctor, creating a winner-take-most platform in longevity as a service th…

$PLTR···bullish· high· posantonio linares

Early Palantir investor cites it as template for Hims mispricing opportunity

Palantir was misunderstood as a consulting company in 2022 but was actually the most important company in the West; the same mispricing dynamic exists today with Hims being viewed…

$NVO···bullish· mediumantonio linares

Novo Nordisk leaning into Hims platform for distribution and biomarker data to compete with Lilly

Novo needs Hims' D2C distribution and biomarker data to compete against Eli Lilly in the GLP-1/peptide marketplace; a strategic stake in Hims would give Novo both distribution and…

$LLY···neutral· lowantonio linares

Eli Lilly positioned as key competitor to Novo in GLP-1/peptide race driving pharma interest in Hims

Lilly's competitive position in obesity/GLP-1s is forcing Novo to seek alternative distribution and data channels like Hims, indirectly validating the Hims platform thesis.

$GRAL···bullish· lowantonio linares

Grail's multi-cancer early detection test cited as example of biomarker tech rolling into Hims infrastructure

Grail's Galleri test (pending FDA approval) represents the type of advanced biomarker technology that will be rolled up into Hims' labs+AI infrastructure, expanding the platform's…

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▶ 0:03 · $HIMS · $PLTR · I Was Early on Palantir. Hims Is My Next Bet.

episode briefing

Antonio Linares