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Hims & Hers - Investment Thesis

Hims & Hers - Investment Thesis

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In this episode, we dive into Hims & Hers Health ($HIMS), a disruptive telehealth platform transforming healthcare with its direct-to-consumer subscription model. We explore how the company evolved from men's sexual health to a comprehensive platform with 2.2 million subscribers, achieving remarkable 69% revenue growth and its first year of GAAP profitability in 2024.


Learn about their vertical integration strategy, personalization capabilities, and multiple growth vectors that position them for continued success in the massive healthcare market. With innovative technology and a consumer-first approach, Hims & Hers represents a compelling investment opportunity with substantial long-term potential.


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