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▶ 1:44 · $HIMS · Hims & Hers Stock: Why This Is a 10x Stock
episode briefing
Asymmetric Investing

Hims & Hers Stock: Why This Is a 10x Stock

2026-07-01 · 1 company · 2 thematic
sentiment
1 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
“This is a company that could be the Netflix of healthcare. It's an aggregator of demand... 2025, they had over a 50% market share in total observed sales in telehealth... a company trading for three and a half time sales. I think that is a…”
—travis hoium
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Hims & Hers positioned as Netflix of healthcare with 50% telehealth share and 54% CAGR at 3.5x sales
Hims & Hers is winning as the demand aggregator in digital health with 2.6M subscribers growing to 4-5M via international acquisitions, partnerships with Novo Nordisk and Eli Lill…