“Hims Is Disrupting the $1 Trillion Cancer Industry”

2026-03-02 · 2 company · 3 thematic

sentiment

1 bull0 bear1 neu

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

“The combination of Hims and Grail with the Galleri test completely changes the unit economics of the industry. The vast majority of the money today on the cancer side of things is made in stage four. And what Galleri is about is about catc…”

—antonio linares

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