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mon
@moninvestor
Independent Analyst. Writing about Finance. Not Financial Advice. DYOR. Subscribe for deeper insights into my portfolio.
参加 April 2022
641 フォロー中    55.6K ファン
$HIMS - I genuinely believe we are watching the early stages of the next great consumer company. One day, Hims will be mentioned alongside $SPOT, $UBER, $NFLX and $COST.
🚨 $HIMS CEO ANDREW DUDUM ON THE FTC LAWSUIT Dudum: "We've worked for many years with the FTC to walk them through [our digital ecosystem]. And I think ultimately they wanted more of a headline than a real agreement here." Sorkin: "We saw it early on with Uber. When you're trying to transform something, there are companies that will oftentimes either break established rules because they don't think the rules are the right rules, but they're still breaking rules. Is it different in the healthcare space? And should it be?" Dudum: "It is different. I do not think you break rules in the healthcare space. I think you need to understand the rules, and I think you need to push to the boundaries you can on behalf of consumers." "Because so much of healthcare is built in every way to financially drive value for everyone but consumers. And so I think that is a role we take, where we are active disruptors. We take that head on and we're willing to do it, but it is always when we believe it's in the best interest of people and their access."
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