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▶ 2:06 · $HIMS · This Stock Has $1 Trillion In Potential | Hims & Hers Thesis
episode briefing
Asymmetric Investing

This Stock Has $1 Trillion In Potential | Hims & Hers Thesis

2026-04-22 · 1 company · 3 thematic
sentiment
1 bull0 bear0 neu
quote
“Hims & Hers has a market cap of just $4.4 billion. Enterprise value just under $5 billion. If they are successful in building the kind of business that they want to be, the platform, the operating system for healthcare, this is a business…”
—unknown
now playing · $HIMS
$HIMS···bullish· high· posunknown
Asymmetric Investing host sees HIMS as potential trillion-dollar healthcare platform via smiling curve dynamics
Hims & Hers can become the demand-aggregating platform for healthcare, leveraging GLP-1 pricing disruption and a Costco-style membership model to capture massive subscriber growth…