HIMS

"চার নম্বরটি দিয়ে শুরু করা যাক, এইচআইএমএস (HIMS)। তাহলে, হিমস অ্যান্ড হারস (Hims&Hers) টেলিস্বাস্থ্য কোম্পানি কী? [...] আমার মতে, যারা শুধু শিরোনাম পড়ে না বরং সামগ্রিক বড় চিত্রটি দেখেন, তাদের জন্য এটি বাজারের সবচেয়ে আকর্ষণীয় কেনাকাটার সুযোগগুলোর একটি। বাজার এখন আগে আতঙ্কিত হচ্ছে, পরে প্রশ্ন করছে। আমার মনে হয় দীর্ঘমেয়াদে এটি আসলে একটি দারুণ সুযোগ হতে যাচ্ছে।"

"But this will take time. Changing the text stack will take time. All of this is work that will pay off in the long run as the business scales, but a really symbolic change for him and hers today. I think it's bigger than a lot of investors think."

"And if him and hers is successful in doing this, in becoming the number one healthcare brand around the world, this is not a company that's going to have a market cap of $7 billion, trading for an enterprise value to sales multiple of about three. This is going to be a company that's worth 10 times 100 times what it is today. That's why I see such a big asymmetric opportunity with him and hers."

"You have to look at all of these developments that Hims and Hers is making, all of the branded medications that they're bringing onto the platform, the labs that they're bringing in, the AI tools that they've introduced, and now the branding of the app itself to him and hers. They are trying to be the aggregator of demand in healthcare."

"So, that's going to be at least $300 per subscriber and that's likely to create a flywheel because a lot of pillows people are also going to get labs. They're going to find other things that are going to be helpful for him and hers."

"I think him and hers could potentially be that long term."

"Hims and Hers is one of the biggest positions, actually the biggest position today in that portfolio. So, definitely check it out if this is a stock that you're interested in."

"Being a leading tellahalth company in the US could be a 10x maybe even bigger opportunity for him and hers."

"Hims and hers didn't find out it was placed into the program until early earlier in August when payment processor Stripe notified it."

"If you're the type of person that's easily shaking out stocks, you're going to get shaken out of him. Easy peasy lemon squeezy because there it just is always something."

"Visa will assess penalties on him and hers close to $75,000 in September after receiving thousands of complaints related to credit card disputes."

"this is more ammo. If let's say states try to go after HIMS and try to, you know, find them or something like that, this is going to be more like evidence that they could use that hymns might have to pay states for penalties, might have to change the way they do their subscriptions, the way they notify people."

"So, HIMS has had a tough past year. Stock is down 30% over the past year."

"And the way to think about him and hers is really as an aggregator in healthcare."

"So, if you think about the tailwinds in healthcare, Hims and Hers now a global health care company with a market cap of just $6.4 billion."

"So, the stock four stocks that I talked about here today, Hims and Hers, Zeta Global, Lyft, and Outlet."

"let's say him and hers, I can go in and find the news."

"That started impacting him and hers in the second quarter of 2025."

"The first one, actually, the biggest position in the asymmetric portfolio is Hims and Hers."

"Hims and Hers reported earnings after the market closed on Monday and I think this is one of those reports that was really good for the company long-term"

"But there is a stock that I've been interested in buying and it's right on my watch list and it is him stock. Okay, this is one I've been interested in potentially starting a position... Well, we have a little issue here with him. Okay, they just came out with their latest results. Now, revenue looks good. 38% growth. Awesome. Did a lot of issues with this report."

"Many of you have asked me for an update on him and hers health. The stock is down 5% after reporting earnings, which is actually good news because the stock goes down 20 to 25% on average after reporting earnings. So 5% down so far. It's at least better than it was before."

"If we look at the current valuation of HIMS, HIMS is now trading at two times sales. I believe two times sales for such a business that's expanding internationally."

"Like I believe in the long term, HIMS EB of margin will likely be between 8 to 10%."

"it was like 50 million more which is in line what the historical increase in spend for him is it's not anything new it's not anything crazy but the other expenses like GNA I think those are mostly one-time stuff that hems will likely be able to figure out after fully integrating the acquisition in terms of international growth it's up 17x again largely due to the acquisitions now hems has a pretty amazing global platform reaching 250 million adult people in the United States, 30 million in Canad"

"Would they have declined in subscribers? Would it be flat quarter on quarter? What would it have been? So that's you could say a concern that I have where you know it's a concern but it's not really the worst deal in the world because I know that he is expanding internationally."

"Now the last quarter HIMS declined in United States revenue and that sends the wrong image which is that the United States business is peaking and this is why HIMS is doing the acquisitions."

"I believe the company is still undervalued. I believe it was a good report. I have some concerns you could say with the subscribers growth because they included eucalyptus which is uh which is not really good. I want to see how they look like all in together and we have to monitor those things quarter on quarter to see the trend within him and hers and the overall growth of the company including eucalyptus which is very important. But that was my opinion on the stock. I'm still holding it. I hav"

"We also have here hims and hers."

"the biggest position in my asymmetric portfolio is hims and hers."

"And this is one of the reasons that I own the stock because this is the kind of thing that a typical doctor pharmacy insurance company isn't going to build. Hims and Hers is people are going to be willing to pay for that and that is going to drive the company's growth long term."

"Part of the Hims and Her story has always been about artificial intelligence. This is one of the digital companies that could really utilize AI in a way that a traditional doctor can't, in a way that a simple chatbot can't."

"I think if Hims and Hers builds the business that I think they can, where they're the aggregator of demand, where they're providing all of these answers and solutions, the connections to both AI answers and answers from doctors, they're bringing more specialties, more prescriptions, more treatments, and even just more solutions."

"But the biggest differentiator for me with fiscal AI is the fact that they have key performance indicators. So when I cover him and hers earnings, I'm going to show this chart right here. How many subscribers do they have? 2.6 million at the end of the last quarter. And then what is one each one of those subscribers spending on him and hers on a monthly basis? I think this is going to continue to rise as they win more business in the GLP1 area."

"Shares of Hims and Hers are down about 13% in trading on Wednesday after we found out the company is being sued by the FTC. Now, I'm not going to bury the lead here. The real story is that big pharma is terrified of Hims and Hers. They don't want Hims and Hers to be the front door of medicine."

"This is ultimately a nothing burger long-term for Hims and Hers and it shows that Hims and Hers is winning."

"That's why I think this is potentially a great buying opportunity. We'll see what earnings looks like, but when I see this lawsuit and I see the stock dropping over 10%, it's not something that I'm worried about as an investor."

"I have detailed not only why I own shares of him or hers, why is this the biggest position in the asymmetric portfolio, but also did extensive coverage earlier this year to explain why the Nova Nordisk lawsuit that happened which caused the stock to crater again was actually a great buying opportunity that did end up being the case."

"Again, this is a much more transparent platform than going to a doctor and say having the doctor say, "Well, I'm going to give you a prescription for this." Is the next question out of your mouth when a doctor does that. How much is that going to cost me?"

"I think that's the way that we really need to see this. This is exactly the same as the taxi companies being so upset about Uber. Look at all the terrible things that are happening in Uber rides. And guess what? Customers would rather take an Uber than a taxi. This is the way that disruption works. When companies start going to regulators and saying, you know what, this disruptive company is doing something unfair. That's how you know that the disruptive company is winning. That's the way I thin"

"We have to buy EpiPens twice a year. that we will get a prescription for multiple different EpiPen options and then my job is to go to the pharmacy and say which one of these is going to cost me the least. Here are the potential coupons that I have. Here's our insurance. I got to figure all that out with the pharmacist, not with the doctor. So again, we have the most transparent, lowest cost option that the FTC is going after in a market where the incumbents are terrified that customers are actu"

"The stocks are Uber, Alphabet, Hims and Hers, Spotify, and SoFi."

"That's why that Nova Nordisk lawsuit didn't really go anywhere because Nova Nordisk doesn't want to lose the millions of customers that Hims and Hers has."

"This is going to be another growth driver for the company. You're going to have more users and those users spending more on the platform. I think all that's going to be tailwinds for him and hers."

"People are choosing to interact with Hims and Hers. When you look at teleahalth companies, Hims and Hers has about 50% market share."

"Hims and Hers much more of a growth company."

"And that's the exciting part for him and hers, a company that is trading for just a $7.5 billion market cap."

"Hims and hers one of those stocks and I'm building a position today."

"Let me know what you think about those five stocks. Uber, Alphabet, Hims and Hers, Spotify, and SoFi."

"All of that is behind us now. I think there's a much more clear strategy for his and hers going forward."

"So, that's the way that I'm looking at Hims and Hers today."

"So, I want to go through exactly what we learned today, where we would potentially see this impact for Hims and Hers, because we also have earnings coming up on August 10th."

"So, how does this fit into the entire Hims and Hers ecosystem?"

"So, the more things that Hims and Hers can provide to customers, the more personalized solutions and treatments, that's ultimately going to drive value all the way up the value chain, and it's going to make the platform more valuable."

"That's why the stock pulled back early in 2026. And look at these margins, not going in the right direction either. So, there's been a lot of questions from investors about what's the future of the company. Now, within the details, you got to know that, you know, if you've been following the company closely, you know that GLP-1s came off of their exemption where they were able to just compound products until the end of the first quarter of 2025. That's why the comps become more difficult into th"

"Hims and Hers stock jumped as much as 13% today."

"This is something that's been in the works for months and could potentially be a tailwind for Hims and Hers."

"You can go through and make these phenomenal charts about Hims and Hers."

"But that may reverse in 2026, in the back three quarters of 2026. We did start to see the number of subscribers start to pick up in the first quarter. I think that will probably continue in the second quarter. It looks like they've taken some of that market share back from Roe. And I think this number, this $80 number is going to start ticking higher because the price point for those weight loss solutions today is higher than when Hims and Hers was compounding them. At the same time, I think tha"

"So, even if those treatments are $20 a month, $30 a month, I don't know what the price points are going to be. If you get that subscriber number up to 10 million, 20 million, that's when Hims and Hers becomes a much more powerful company in healthcare that can provide more solutions, the data that they're bringing in at the front end. That flywheel starts to really work."

"This is much more, hey, you know what, I do want to lose some weight, but I don't want to spend $1,000 a month. I want to spend $300 a month. That's where the treatments start with Hims and Hers with their weight loss solutions."

"If you want more from me, including my coverage on Hims and Hers, which is the biggest position in the Asymmetric Portfolio, check out Asymmetric Investing, my newsletter."

"I own shares of him and hers. I think they should get into the kids market. Something like buying Owlette would be a way for them to do that."

"I'm not going to go 100% in Hims & Hers or some kind of stock."