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HIMSBULLISHCore thesis · 5/5

Hims & Hers verticalization undercuts legacy healthcare

The bull case for Hims & Hers relies on its fully verticalized stack - spanning digital providers, custom EMR, and owned manufacturing - to deliver low-cost care while legacy healthcare struggles with high overhead.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE