Bear case for HIMS (would be great if you'd address, b/c I do like your analysis and was thinking about investing in it) - The company is selling a generic product in a generic way and the ultimate competitor (Amazon) has already invested in building a competing product (Amazon Clinic), already has a nation-wide distribution channel to plug these generic products into... seems like there's an argument that HIMS has no cost advantage over amazon on the actual products, is at a disadvantage when it comes to the cost of marketing, is at a disadvantage when it comes to delivery times and shipping costs, and amazon has already essentially done the work to set it up (all perhaps but for the in house pharma which wouldn't be difficult).
Bear case for HIMS (would be great if you'd address, b/c I do like your analysis and was thinking about investing in it) - The company is selling a generic product in a generic way and the ultimate competitor (Amazon) has already invested in building a competing product (Amazon Clinic), already has a nation-wide distribution channel to plug these generic products into... seems like there's an argument that HIMS has no cost advantage over amazon on the actual products, is at a disadvantage when it comes to the cost of marketing, is at a disadvantage when it comes to delivery times and shipping costs, and amazon has already essentially done the work to set it up (all perhaps but for the in house pharma which wouldn't be difficult).