{
  "docId": "019dd923-622c-750b-8b99-62a16d2a2f71",
  "docSlug": "747988e81365",
  "documentTitle": "Hims & Hers Health, Inc. (HIMS)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Spruce Point Capital Management",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2023-07-13 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 49,
  "pageCount": 105,
  "prevPage": 48,
  "nextPage": 50,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "Uses a two-row table structure to present excerpts alongside critical commentary/questions.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "data_table",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b99-62a16d2a2f71/49",
  "deckHref": "/decks/019dd923-622c-750b-8b99-62a16d2a2f71",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b99-62a16d2a2f71.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-62a16d2a2f71#slide-49",
  "components": [
    {
      "bbox": {
        "h": 0.21,
        "w": 0.25,
        "x": 0.73,
        "y": 0.355
      },
      "kind": "callout",
      "text": "Anticipate?",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4fa9e56a-5b0a-44c9-a4d8-e8cb4205560a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.21,
        "w": 0.25,
        "x": 0.73,
        "y": 0.59
      },
      "kind": "callout",
      "text": "This seems like a pretty ill-defined and broad carve out thrown in at the end of an otherwise straight forward list?",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "62df3b45-7b5c-414d-a03d-eea0cc4c984c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "HIMS' approach to customer information is far more similar to that of an e-commerce company than that of a healthcare provider, highlighting the inherent conflicts of the HIMS model.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-0f1d-76e6-8705-c49db9d3f3e9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.96,
        "x": 0.02,
        "y": 0.17
      },
      "kind": "paragraph",
      "text": "HIMS' approach to customer information is far more similar to that of an e-commerce company than that of a healthcare provider, highlighting the inherent conflicts of the HIMS model. Here again, we note privacy carve-outs that we suspect would concern HIMS customers if they cared to read the fine print.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f20b960b-a979-4b33-a417-a18a61e3c370",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.02,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Source: HIMS Medical Groups Notice of Privacy Practices",
      "attrs": {
        "numbered": true
      },
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d1c632d0-695e-4fbd-9b43-66a59aeeae6d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.58,
        "w": 0.96,
        "x": 0.02,
        "y": 0.28
      },
      "kind": "table",
      "text": "Excerpts From HIMS Notice of Privacy Practices",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2ece7c46-c91a-4c87-be2a-0e2a9bb78b57",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.65,
        "x": 0.31,
        "y": 0.03
      },
      "kind": "title",
      "text": "Other Terms of The Affiliated Medical Group Privacy Practices Raise An Eyebrow",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "457bc4cf-9da0-4061-9be7-84031776ad6a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "1484b3ae-e877-41b3-af4b-718b54cb56c0",
      "evidence": "The slide explicitly calls out suspicious language in a legal document to undermine the company's credibility.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 105,
      "from": 15,
      "beatId": "e37982bf-a669-4ff0-9d59-9ad104610c60",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Expose Contradiction",
      "beatSlug": null,
      "evidence": "The document presents numerous contradictions and issues with HIMS' business model, operations, and financials",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 53,
      "from": 4,
      "beatId": "80bd0218-c4cf-4186-b917-bf58199ab190",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Villain Critique",
      "beatSlug": null,
      "evidence": "The document presents a thorough critique of HIMS, framing it as a villain in the healthcare market",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}