Jason Hall

But there's a disruption story in healthcare.

It's volatile.

It's controversial.

It is hims and hers.

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.

Jason, you've got a little kid.

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.

So they're going direct to consumer.

They fall under this telehealth category.

I don't really like that terminology.

But you're going directly into the app.

You're answering questions.

I got my labs done by them last year, so I know more about my health than I would