I
Ignacio Canto
Spanish fencer
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Jun 24, 2026
Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside
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61:53

Jonathan SternHOST
Everyone's talking about peptides, right? But maybe outside of peptides, what is most interesting or exciting to you that HIMSS might be able to launch at some point?

Ignacio CantoGUEST
I mean, I think eventually they're just going to cover everything, right? So you have to look at things that you have to go back to whatever, you know, what are the pain points for everyday people in terms of doctor's visit? Is it like...

Ignacio CantoGUEST
like ordinary tract infection disease, or is it just things like that? I think, you know, you're going to start seeing all these verticals of whatever represents a regular doctor's visit, you know, should be started to, you know, offer at HIMSS and be a substitute for all the pain that you have to go through and all the delays in terms of doctor's appointments.

Ignacio CantoGUEST
I think they'll start to cover all those verticals and just become sort of like a substitute for having to go to a doctor like in general terms I mean I was the other day I was studying the history of Johnson & Johnson for example and and they just started selling how do you say this in English up basically just material to be covered because germs were giving out, they realized germs back then in the 1880s, realized that germs were giving infections to patients in hospital settings.
41 MINS LATER

Jonathan SternHOST
You didn't give a time horizon, but I think that's the sort of thing that's very, very exciting to a lot of shareholders.