To understand why I'm so bullish on $HIMS, you first have to understand the Netflix story. Go back fifteen or twenty years. If you were a visionary investor back then, you wouldn't have seen a little DVD rental company. You would have seen where the world was heading. You would have understood that entertainment was moving online, and that whoever owned that relationship with the viewer would eventually own the future. The visionaries saw it. Everyone else saw a mail-order movie service and in the end, Netflix became bigger than Disney. Healthcare is one of the biggest and most broken markets in the world. It's expensive, confusing, and fragmented across countless doctors, specialists, pharmacies, and systems that barely talk to each other, which leaves patients to navigate all of it o
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