Hims and Hers articles
Hims and Hers’ Business Ontology
I noticed a crucial element that—without intentionally searching for it—consistently appears across all my picks. Tesla, Rocket Lab, Oddity, Meta, Duolingo, Lemonade, and now hims, all clearly demonstrate a competitive advantage built on the same strategy.
And that factor is… drum roll...
Hims: The Healthcare Rocket Ready to Burn the Shorts in 2025
Management continues to impress, delivering not just strong results but also a compelling vision for Hims’ next big leap, adding significant upside to my thesis.
HIMS: The Gatekeeper
kicked off 2025 with a bang, delivering a Q1 performance that underscores its trajectory as a generational healthcare disruptor. Revenue soared 111% year-over-year, net income surged more than fourfold, and Adjusted EBITDA nearly tripled, driven by robust growth across new and established specialties.
HIMS: The Hidden Edge Everyone’s Missing
Hidden in Hims & Hers' story is a specific network effect—something big —that almost no one has spotted yet.
HIMS: Can we trust Andrew Dudum?
Hims is going after something that nobody has ever reached in healthcare.
And that is, at least partially, by design.
Imagine you could feed millions of real patient data points — lifestyle habits, drug side effects, actual effectiveness, diet, medical history, genetics, even where people live — into one giant brain that connects all the dots. The endgame? Healthier humans who, over time, need fewer and fewer medicines.