The presenter analyzes HIMS using an antifragile scoring framework, assessing its mission, moat, redundancy, skin in the game, and valuation. HIMS' mission statement is considered simple, inspirational, optionable, and proven. The potential for "sticky" switching costs and increasing brand value is noted. Strong financial fortitude is supported by significant cash reserves ($1.1 to 1.2 billion) and positive free cash flow. Federal regulations were also taken into account. The presenter notes that HIMS is currently at 2.44 million subscribers and has the potential to reach 400 million by rolling out new services and expanding geographies. HIMS' target for the end of 2030 is to reach 6.5 billion. For free cash flow he added a rate of 15% to the estimation. Using a Discounted Cash Flow model he inferred a Intrinsic value of 54.00 dollars.