Jason Hall
👤 SpeakerVoice Profile Active
This person's voice can be automatically recognized across podcast episodes using AI voice matching.
Appearances Over Time
Podcast Appearances
What are you willing to risk your Fool card for?
One area that I usually stay away from is medicine and healthcare, for a number of reasons.
It's not necessarily my expertise.
Pharmaceutical companies, let's be honest, they're gouging most of their customers in what they're buying.
I hate paying those doctor bills when you're in there for 15 minutes and suddenly you're spending $400 for something.
But there's a disruption story in healthcare.
To be clear, this very much falls in the Rule Breaker category, or what I like to call as asymmetric opportunities.
All that means is, if you buy $100 worth of stock, all you can ever lose is $100.
But it could become Nvidia, where you're looking at a 75, 200X return over the next 20 years.
That's the upside potential for these Rule Breaker kind of companies.
I think Hims and Hers has that in spades.
They are doing things completely differently than the status quo in healthcare.
So they're taking those expensive and time-consuming doctor visits, the trip to the pharmacy.
You know that you don't just walk into a pharmacy, get your stuff, and walk out.
There's always some sort of pain in that process.