Hims's 100X Potential Explained by An Early Palantir Investor

Hims is running the same algorithm as Amazon and Costco.

The world’s top companies follow a blueprint: they solve a growing volume of acute customer pains over time in a manner impossible to imitate. This equation elegantly summarises Amazon’s and Costco’s 209,033% and 110,800% returns since IPO, respectively, for example. This is also true of companies like AMD and Tesla, which have multiplied the capital I invested a decade ago by 40 and 14 times, respectively. Last but not least, this is also true of Palantir and Spotify, my two latest winners.

The aforementioned blueprint reveals that a small minority of investments can and likely will make up the vast majority of your returns over time–that is, you allow the causal mechanism behind the powerful force of compounding to let your winners run. It so happens that Hims appears to be a near-perfect instance of this blueprint, with the company’s core value drivers accelerating quarter over quarter. It may seem far fetched to many, but 100x is the sort of return you get over the long term when you jump in early on and hold.

To manifest the blueprint, a company must ultimately create a platform from which it can launch new products and services at marginal cost. In turn, Hims must reinvest the capital yielded from these new products and services to increase efficiency–i.e. Increase yields. For Hims–as is the case for Amazon and Costco, that means increasing yields at lower prices for end consumers. This pattern of reinvesting capital in order to lower prices for end customers was first coined by Nick Sleep as scale economies shared. By sharing economies of scale over a long time, competitor emulation is rendered impossible.

[GG-Anaximander]

Hold your horses guys. This is healthcare we are talking about. Highly regulated with potential lawsuit bumps on the consumer level. The company is rated 3 stars by the consumer as we speak, which doesn't make it a bad provider, but should remind you of the potential risks inherent to the business. Understand the risk level before you get high on the 100x story. Competition will kick in hard. Hims riding the market alone is simply a fool's imagination. If there is money being made, others will get involved, especially the big pockets. I think Hims will do fine, but will disappoint the unrealistic investor.

The only thing more impressive than this company is your analysis. Appreciate you every time

[bregipson]

Keep going Antonio. Love your work! Also the new mic sounds great

[jadan]

Thought pennywise was speaking for a sec

[adampeter]

Great analysis, thank you very much. I appreciate your knowledge and insides. Thank you Antonio.

[antonseoane]

Dejé de incrementar mi posición ya que habia subido demasiado, estoy en +50% en 2 meses. Pero despues de ver como desmontas la empresa voy a seguir haciendo DCA en HIMS. Increible contenido!

[lamang]

Be careful guys when too many YouTubers try to pump the stock you’ll be left bag holding, be very careful do your own research.

[ltdjag]

My position is up over 30% since June 2024 on Hims.

[carlosodiciofonseca]

Muchas gracias Antonio muy claro tu análisis y execelente contenido un abrazo desde Perú

[samueljflesch]

The only reason I come to this channel is because of the highly scientific explanation of the ECO problem solution. But I must agree that HIMS should do well just everybody who's got in earlier. Though yet far to have any MOAT so far. Just a good execution capital allocator team so far.

[sagig]

I hope you'll reply: Do you think HIMS can be an acquisition target? if so, who are potential buyers?

[teddymoore]

Thanks for the information, man. I’ll definitely be looking into this company! Thanks

[EarthwithTom]

You seem to have a good track record and I like your style. Out of curiosity - what are the stocks you got wrong?

[JackOfAllTrades]

$HIMS is the 2nd most undervalued stock in Wall Street after $RKLB and $HNST.

[franko]

Their model could be facing issues as Marc Cuban stated. GLP’s are currently listed as in short supply so companies can bypass the patent regs and mfg them until supply corrects. Supplies are correcting now and overseas knockoffs are inundating the marketplace with inferior products. Mark Cuban is also rolling out his Cost plus prescription model that will rock the healthcare supply chain distribution pricing where every distributor player gets a cut and drives prices up. I don’t see any advantage that they can obtain for long term growth unless they cut out the layers in the supply chain.

[Desmomicra]

Antonio, el curso lo das también en español?

[BrennonDenny]

When the glove is off, you know Antonio is serious. Will we get an interview with the CEO?

[oscarumana]

hey man, what are your thoughts on Talkspace?

[miller]

Did $HIMS sponser this video? Serious question

[kl]

so from 3.8 billion market cap to 380 billion?Sounds like cap