▶ 0:00 · $HIMS · Hoium sees HIMS as asymmetric bet on peptide tailwind and platform flywheel

episode briefing

Hims Peptide Catalyst: The Valuation Shift Nobody Saw Coming

2026-07-23 · 2 company · 6 thematic

sentiment

2 bull0 bear0 neu

speakers

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.

travis holly

Travis Holly runs Asymmetric Investing, a subscription newsletter and portfolio service where he buys stocks monthly. Hims & Hers is the largest position in the Asymmetric portfolio, which he claims has beaten the market.

quote

“Hims & Hers stock jumped as much as 13% today... The FDA panel who is looking into peptides has recommended that BPC 157... the recommendation here from this panel is that the FDA should allow compounders to actually produce BPC 157... Thi…”

—travis hoium

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