Author of the Luke Ryder series. Father and husband. https://nitter.gq/t.co/IralSKFFOj
Montana, USA
Joined March 2022
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Team, if you've read any of the Luke Ryder series, I'd be hugely grateful for an honest review on Amazon.
Even a couple sentences helps new readers discover the books—and gets the series in front of more people who love gritty spec-ops thrillers. 📚 All on KU:
a.co/d/07NpZfmh
J. Benedict (author) retweeted
After what seems like the millionth trip to the doctor and pharmacy for something that SHOULD have been an AI or video call and an on-demand delivery, I’m convinced this should be $HIMS next BIG vertical.
KIDS
@AndrewDudum this needs to happen. It would improve the quality of life for millions of parents.
Happy to help launch it. @himshouse agree?
J. Benedict (author) retweeted
Hers has landed in Australia and expanded in the UK! 🇦🇺🇬🇧
When we launched @wearehers, it was because we knew women were long overdue for healthcare that was actually built for their lives. 8 years later, we’re reaching women all over the world. Not just with a single category or treatment, but with an entire health experience. One that’s simple. Personal. Designed with them at the center.
And we’re just scratching the surface of what we can do for women everywhere. Read more from Dr. Shepherd here: news.hims.com/newsroom/innov…
J. Benedict (author) retweeted
$HIMS
Eles & Elas CEO @AFecury says Hims should buy its way into Brazil
"Hims has bought its way into every new market."
"In Brazil, you'd be buying the rails, doctors, compounding pharmacy, nationwide logistics, installment payment, and the WhatsApp sales engine."
🚨 Brazil's 2nd-largest telehealth CEO on how $HIMS should enter Brazil
🇧🇷🇧🇷🇧🇷
FULL INTERVIEW
Abrahão Fecury (@AFecury) is co-founder and CEO of Eles & Elas, a Brazilian company that he says was built using "the Hims & Hers playbook". Eles & Elas is the 2nd largest telehealth company in Brazil, according to Fecury. Voy is #1.
$HIMS CEO Andrew Dudum has said during multiple earnings calls that Brazil is a market Hims might enter in the future 👀
This is our first episode with the CEO of a Brazilian telehealth. Thanks so much to Abrahão for coming on the show!!
04:51 - Revenue of R$4.5 million (~$1 million USD)
10:25 - Margins of each category
13:35 - Brazil healthcare 101
16:43 - 1 in 4 adults in Brazil has obesity
19:22 - Meta Ads brings in 80% of customers
24:30 - Why ANVISA banned Voy, then reversed it on August 5
28:32 - Voy "more than 10x Eles & Elas' revenue"
30:57 - Generic semaglutide margin is only 5-10%
34:26 - Lilly suing in Brazil too
35:30 - Paraguay shenanigans
40:38 - Why $HIMS should buy a telehealth to expand into Brazil
48:34 - Other countries in LatAm
Not financial, legal, or medical advice
J. Benedict (author) retweeted
$HIMS MIGHT SEE MASSIVE SUBSCRIBER INCREASE VERY SOON!
The company could see explosive subscriber growth in 2027.
Rising healthcare costs. Employers cutting benefits. Millions of people looking for affordable alternatives.
Add global expansion through Eucalyptus, and you have a company positioned to capture a massive wave of new customers.
Btw > This is WITHOUT peptides.
I not selling a single share…
J. Benedict (author) retweeted
$HIMS $ENHA
🚨 RUMOR: Multiple sources now suggest peptide announcement could come as soon as October or November
The rollout could be phased - meaning all 6 peptides may not be moved to Category 1 at the same time
@bijans and OpenLoop CEO Jon Lensing, both recent guests on the Hims House podcast, have said they've heard similar timelines
J. Benedict (author) retweeted
$HIMS continues to be one of the best buys in the entire market.
Extremely asymmetric.
The market sees the shift from compounded GLP-1s to branded treatments like $NVO’s as bearish because it will pressure margins in the short term.
I see the exact opposite.
It’s a massive validation of the $HIMS thesis.
Hims is sacrificing short-term margins to bring blockbuster weight-loss treatments onto its platform and attract a massive number of new customers.
Subscribers increased by 307K QoQ in Q2, although part of that growth came from the Eucalyptus acquisition.
But weight loss is just the entry point.
Customers will come to Hims for GLP-1s. Then Hims can cross-sell them higher-margin treatments across the rest of its platform.
And every new subscriber generates more health data.
More customers → more data → better personalization → better outcomes → more customers.
That flywheel will keep compounding.
$HIMS isn’t building a weight-loss company.
Weight loss is the customer acquisition engine for something much bigger.
J. Benedict (author) retweeted
The combined population of countries where $HIMS now operates is ~812M
@himshouse @TravisHoium @JerBearRN
The combined population of countries where $HIMS now operates is ~812M
@himshouse @TravisHoium @JerBearRN
J. Benedict (author) retweeted
HOLY SH!.. $SCHD IS OVER $35! 🤯
I just got off a podcast with
@dividendology which was awesome. I seriously can’t wait for it to come out.
But apparently while I was busy talking about $SCHD… I missed $SCHD BREAKING $35 and getting as high as $35.31! 😂
This is unbelievable.
WHEN WILL THIS THING STOP?!
J. Benedict (author) retweeted
$SCHD is far exceeding my expectations this year.
I knew we were due for a comeback.
But not THIS MUCH!🚀🤯
Congrats, $SCHD, on reaching another new all-time high today! What an amazing ETF. Even more amazing that the ETF gave us SO MANY months of opportunity to buy at discounted levels, and I feel thankful for those months when I aggressively accumulated at low prices. (Disc: I'm long $SCHD. Not investment advice.)
J. Benedict (author) retweeted
$HIMS is building a much deeper healthcare data loop than people realize.
Andrew Dudum talked on CNBC about using:
• Smart scales
• At-home blood testing
• Health coaches
• Even a Bluetooth device that can detect when medication is opened/closed to help track adherence
The goal is to know:
Are you taking the treatment? → Is it working? → Are your biomarkers improving? → Does the provider need to adjust anything?
Dudum said he thinks we’re roughly 12 months away from this becoming a reality.
That is how $HIMS turns healthcare from a prescription into an ongoing feedback loop.
And the more data Hims captures across that journey, the stronger the moat gets.
🤖 Made with AI
J. Benedict (author) retweeted
$HIMS
Quick reminder, there's a company out there compounding revenue at 77% and trading for just 4x sales.
