Hims: A Once in A Lifetime Event is Coming in 2026.

2026-02-23 · 5 company · 3 thematic

sentiment

5 bull0 bear0 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

“If you look at a forward price to sales ratio accounting for the expected sales in fiscal year 2026 less than one by all means that is extreme pessimism for a business that's really just chugging along. Yes, it's disrupting. Yes, that was…”

—antonio linares

now playing · $HIMS

$HIMS···bullish· high· posantonio linares

HIMS deeply undervalued at 1.69x sales with exponential biomarker-AI inflection ahead

HIMS is not a Napster-style disruptor but an Uber-like platform building a bottom-up, biomarker-driven healthcare network powered by AI; trading at <1x FY2026 sales despite 14x re…

$PLTR···bullish· high· posantonio linares

Palantir validates N-of-one valuation thesis: bought at 9x sales, now up massively

Palantir exemplifies how unique platform companies defy traditional valuation multiples; experts called it overpriced at $7 (~9x sales) but the N-of-one compounding made it a mass…

$EUCALYPTUSbullish· mediumantonio linares

Eucalyptus acquisition makes HIMS cash flow positive and accelerates international network

The Eucalyptus acquisition transformed HIMS into a free-cash-flow-generating business with an integrated international network, strengthening its data moat and biomarker scale.

$LLY···bullish· mediumantonio linares

Lilly's peptide triple agonist strategy aligns with atomic-level precision medicine future

Lilly is correctly focusing on hard-to-develop peptides that massively drive patient outcomes, representing the kind of atomic-level, biomarker-targeted precision medicine that wi…

$DUOL···bullish· lowantonio linares

Duolingo cited as another N-of-one compounder that will stay expensive

Duolingo is another unique platform company whose valuation will remain elevated indefinitely due to its N-of-one characteristics, similar to Palantir's trajectory.