The Market is Wrong About Hims (Again)

2026-02-05 · 5 company · 4 thematic

sentiment

4 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

“HIMS continues to vertically integrate and they do that to bring better diagnostics and treatments at a lower cost over time... ultimately the only point of that is to bring patients into the platform... so that HIMS obtains longitudinal h…”

—antonio linares

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