Strongly BullishOct 9, 2026Source The host believes Hims & Hers can sustain long-term revenue compounding through product expansion, international acquisitions, and a large healthcare opportunity. He expects growth to recover after disruption to compounded GLP-1 offerings.
Strongly BullishSep 1, 2026Source Travis argues Hims & Hers is executing a long-term strategy to become a single, unified global healthcare brand (akin to Netflix or Uber), unifying its Hims/Hers branding, tech stack, and pharma deals across countries following acquisitions like Eucalyptus. He sees the recent Australia rebrand as symbolic of a much larger opportunity to become the dominant global aggregator of healthcare demand, driving subscriber growth, rising revenue per subscriber, and eventually a much higher valuation.
Strongly BullishAug 19, 2026Source Travis views Hims & Hers as his biggest portfolio position, citing reaccelerating revenue growth after the GLP-1 compounding loophole closed, a new Novo Nordisk partnership, and an expanding 'healthcare aggregator' business model. He believes the company has significant room for margin expansion and multiple re-rating given its low EV/sales.
Strongly BullishAug 11, 2026Source Travis views Hims & Hers as the biggest holding in his portfolio, believing the company is deliberately sacrificing short-term margins to acquire subscribers and build a long-term healthcare aggregator platform. He argues the recent stock drop is a short-term overreaction to margin compression, while the underlying growth trajectory (accelerating revenue, subscriber adds, expanding treatment categories) is strengthening.
Strongly BullishAug 8, 2026Source Travis Hoium argues that Hims & Hers is building a genuine AI-native healthcare platform, combining a new doctor-plus-AI hybrid chat experience with smart scale data integration to create a data flywheel that differentiates it from generic chatbots and traditional healthcare providers. He believes this strengthens the company's long-term growth trajectory and justifies its position as his largest portfolio holding.
BullishJul 29, 2026Source Travis argues the FTC lawsuit against Hims & Hers is a short-term headline, not a structural threat, and actually signals that the company is winning against incumbent pharma by disrupting the industry. He views the stock's 13% drop as a potential buying opportunity similar to the earlier Novo Nordisk lawsuit dip, citing the company's strong subscriber growth, transparent pricing, and small fines relative to its $2.4 billion revenue base.
Strongly BullishJul 28, 2026Source The host views Hims & Hers as a healthcare demand aggregator with growing subscriber numbers, spending and supplier bargaining power. He sees potential for a valuation above $100 billion in a decade and is currently building a position to hold long term.
Strongly BullishJul 24, 2026Source He sees Hims as a potentially large global healthcare platform built around direct consumer relationships, subscriptions, and personalized treatment. He expects a higher valuation if second-half growth accelerates, while describing the long-term investment as a high-upside, potentially binary outcome.
Strongly BullishJul 23, 2026Source Hoium remains constructive on his largest holding as Hims & Hers expands its specialties, international footprint and data-driven treatment platform. He considers the valuation compelling if growth returns and presents a conditional scenario for a much higher enterprise-value-to-sales multiple.
Strongly BullishJul 1, 2026Source The host sees Hims & Hers as a healthcare demand aggregator whose customer relationships, data and expanding specialties can reinforce one another and attract pharmaceutical supply. He regards the current sales multiple as a bargain, endorses maintaining his largest portfolio holding and sees potential for 100-fold returns if the company wins globally.
Strongly BullishJun 29, 2026Source The host views Hims & Hers, his largest holding, as an emerging consumer healthcare platform with substantial investor upside if it compounds growth over a decade. Subscriber expansion, additional treatments and international acquisitions underpin the opportunity.
