Hims Is About to Trigger the Biggest Healthcare Shift in 100 Years

2025-12-15 · 3 company · 3 thematic

sentiment

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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

“I have a massive degree of conviction on one idea. And that is that while the market sees Hims as a GLP-1 company, it's actually a trillion-dollar giant in the making. Labs positions Hims to bring peptides and precision medicine to the mas…”

—antonio linares

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