Company Overview - Hims & Hers Health, Inc (NYSE: HIM) has maintained a subscriber base of 2.439 million as of the second quarter of 2025, indicating strong customer retention and growth potential [1]. Investment Approach - The investment analysis is based on a "First Principles" approach, which breaks down complex financial and technological problems to identify overlooked investment opportunities [1]. Analyst Background - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1].