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▶ 0:00 · $HIMS · Is Hims & Hers the Next Netflix of Healthcare?
episode briefing
Asymmetric Investing

Is Hims & Hers the Next Netflix of Healthcare?

2026-09-01 · 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
“Being a leading telehealth company in the US could be a 10x, maybe even a bigger opportunity for Hims & Hers, but beating being the global telehealth company where you go to answer all your questions no matter where you are in the world is…”
—travis hoium
now playing · $HIMS
$HIMS···bullish· high· postravis hoium
Hoium calls Hims & Hers the Netflix of healthcare with 10-100x upside
Hims & Hers is building a unified global telehealth brand and demand aggregator, scaling subscribers from 600K to 2.9M and ARPU from $59 to $92/month; global brand unification (Pi…