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OK, so the first company I'm going to highlight is $OAC which will become $HIMS on 1/21.
Background:
-- I use the product
-- Leverages emerging trends I care about
-- Major growth potential
Let's dive in, shall we?
(thread)
Background:
-- I use the product
-- Leverages emerging trends I care about
-- Major growth potential
Let's dive in, shall we?
(thread)
First things first -- what is $HIMS?
Hims, Inc. is a telemedicine company that operates Hims and Hers, which sell men's and women's personal care products. Founded in 2017 and in 2019 became the 2nd fastest startup to become a Unicorn.
/2
Hims, Inc. is a telemedicine company that operates Hims and Hers, which sell men's and women's personal care products. Founded in 2017 and in 2019 became the 2nd fastest startup to become a Unicorn.
/2
Wait, if that's $HIMS then what's this $OAC thing?
$OAC is the company taking $HIMS public. On Jan 21, $OAC becomes $HIMS.
If you want to buy before Jan 21 -- you buy $OAC.
If you want to buy after Jan 21 -- you buy $HIMS.
It's a Finkle = Einhorn situation.
/3
$OAC is the company taking $HIMS public. On Jan 21, $OAC becomes $HIMS.
If you want to buy before Jan 21 -- you buy $OAC.
If you want to buy after Jan 21 -- you buy $HIMS.
It's a Finkle = Einhorn situation.
/3
Ok, so what do you like about this company?
Well, for starters -- I'm a customer. If you've ever had an embarrassing problem -- hair loss, erectile disfunction, skincare, etc. you had to either (a) uncomfortable doctor visit or (b) do nothing & suffer. AWKWARD! UNFAIR!
/4
Well, for starters -- I'm a customer. If you've ever had an embarrassing problem -- hair loss, erectile disfunction, skincare, etc. you had to either (a) uncomfortable doctor visit or (b) do nothing & suffer. AWKWARD! UNFAIR!
/4
How does it work?
You go online, sign up for "personal products", have a private medical consultation online with a doctor & get the products shipped directly to your house.
Addressable market: people with fixable yet "embarrassing" biological problems. Big market.
/5
You go online, sign up for "personal products", have a private medical consultation online with a doctor & get the products shipped directly to your house.
Addressable market: people with fixable yet "embarrassing" biological problems. Big market.
/5
