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▶ 1:16 · $HIMS · How Hims & Hers is Disrupting the $10 Trillion Healthcare Industry | $HIMS
episode briefing
Asymmetric Investing

How Hims & Hers is Disrupting the $10 Trillion Healthcare Industry | $HIMS

2026-03-01 · 1 company · 4 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
“Hims & Hers, one of my biggest positions and one of the companies that I think has 10x, if not even much higher potential over the next 10 years... this is still one of the biggest positions that I have in the Asymmetric portfolio.”
—travis hoium
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Hims & Hers positioned as disruptive healthcare platform with 10x-100x potential
HIMS disrupts $10T healthcare via six advantages: frictionless on-demand access, transparent price discovery, AI-expanded knowledge corpus, continuous wearable data feeds, insuran…