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▶ 0:07 · $HIMS · Hims & Hers Stock ALERT! -- Everything You Need to Know
episode briefing
Asymmetric Investing

Hims & Hers Stock ALERT! -- Everything You Need to Know

2026-07-29 · 2 company · 4 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
“The real story is that big pharma is terrified of Hims & Hers. They don't want Hims & Hers to be the front door of medicine. We saw that with the peptide hearing which happened last week. Now we're seeing it with the FTC lawsuit. This is u…”
—travis hoium
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$HIMS···bullish· high· postravis hoium
Hoium calls FTC lawsuit 'nothingburger', sees 13% drop as buying opportunity for largest position
The FTC lawsuit over privacy and billing practices is a minor regulatory headwind that reflects Big Pharma's fear of Hims & Hers becoming the low-cost front door for healthcare, p…
$FISCAL-AIbullish· mediumtravis hoium
Hoyam endorses Fiscal AI for Hims & Hers KPI tracking and subscriber analytics
Fiscal AI provides critical KPI data like subscriber counts and ARPU that are essential for tracking Hims & Hers' growth trajectory in the GLP-1 market.