Healthcare Gets Paid When You're Sick. Hims Gets Paid When You're Not.
In our last video, we made a claim: the company that owns your health data over the next decade may be worth more than any hospital system alive today. Today we make the case for why, and which company is best positioned to be that company. Hims is not just an interesting business. It is operating in an industry where the conditions are exactly right for a 100 bagger, an investment that returns 100 times what you put in. And in investing, the industry matters as much as the company.