On this episode of Chit Chat Money, we discuss the rapidly growing telehealth start-up Hims and Hers. We discuss and debate:
- Why HIMS has grown so quickly
- Do they have any emerging competitive advantages?
- Thoughts on the founder, proxy statement, and management team
- Whether they benefit from the innovator's dilemma
- Modeling out financials through 2026
- Red flags with customer reviews
- Whether Brett is buying the stock today
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Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
