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.