On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium of Asymmetric Investing about how peptides could impact the future of healthcare and what that means for the opportunity in Hims &amp; Hers stock. We discuss: (00:00) Introduction (01:56) Understanding Peptides (09:02) The Economic Impact of Peptides (11:19) Pharmaceutical Companies and Peptide Development (13:40) The Future of Personalized Medicine (16:59) Regulatory Landscape and Government Influence (22:16) Industries Affected by the Peptide Boom (26:59) The Incentive Structure of Healthcare (30:22) Disruption in the Healthcare Industry (32:19) The Hims and Hers Saga (38:24) Management and Future Opportunities (50:47) Asymmetric Investing Asymmetric Investing: https://www.youtube.com/@asymmetricinvesting ***************************************************** Subscribe to our newsletter, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Check out Value Spotlight: Stockwriteup.com ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications

Chit Chat Stocks

# Full Transcript

**Podcast:** Chit Chat Stocks

## Participants

- **Ryan Henderson** (Chit Chat Stocks)
- **Brett Schaefer** (Chit Chat Stocks)
- **Travis Hoyum** (Asymmetric Investing)

## Transcript

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Welcome to Chit Chat Stocks. On this show, hosts Ryan Henderson and Brett Schaefer analyze businesses and riff on the world of investing. As a quick reminder, Chit Chat Stocks is a CCM Media Group podcast. Anything discussed on Chit Chat Stocks by Ryan, Brett, or any other podcast guest is not formal advice or recommendation. Now please enjoy this episode.

Welcome into Chit Chat Stocks, a podcast to help you find your next great investment. Today we bring back on recurring guest Travis Hoyum of Asymmetric Investing and Motley Fool fame to discuss the fast-growing peptide market, which for anyone that doesn't know, that would be something like the weight loss drugs and other investing opportunities in this space, including, yes, we're going to be discussing HIMS and HERS stock.

A stock that has been, you know, it's a popular one. It's gone on quite the rollercoaster ride over the last few years. It was once an investing favorite. Now they've run into some news, potential noise, some potential troubles, but also as a huge opportunity ahead of it. And Travis is going to lay out everything for us. But first, Travis, tell the listeners, you just wrote an article that kind of inspired me to reach out about this episode,

talking about the 1000X opportunity in peptides. But I think for 99% of listeners, they don't even know what they are. So what are these drugs? Are they dangerous? Tell the listeners about them. Yeah, we should start with that. None of the three of us are doctors. So none of this is medical advice. We're looking at this through an investing lens. And, you know, that's what I'm doing with asymmetric investing, right,

is trying to find these 10X, 100X, potentially 1000X stocks, because that's how you ultimately beat the market. It's not, you know, finding the company that's going to undervalue by 20%. It's the massive home runs and having those in your portfolio. So that's the sort of framing that I come to. The peptide market, which I think is, we don't really know how big this market is, really. And that's really the interesting place that we are right now. You said it's a high growth market. It's a high growth market for a few products.

GLP-1s are peptides. I don't know if you knew this, but insulin is a peptide. So simply put, peptides are just between 2 and 50 amino acids. It's a little bit smaller than a protein. Your body has thousands of naturally occurring peptides, and they're just going around your body telling your body what to do. Hey, your knee is injured. You know, we...

Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications

Transcript

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Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.