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  "documentTitle": "Hims & Hers Health, Inc. (HIMS)",
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  "authorName": "Spruce Point Capital Management",
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  "presentationDate": "2023-07-13 00:00:00",
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      "text": "Review sites for online mental health websites list well over 50 providers, and we can find none that recommend HIMS.",
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      "text": "We believe the competitive landscape for HIMS has become significantly more crowded over the past two years. The Company faces new threats from some of the largest online platforms in the world as well as focused upstarts targeting specific product areas. We believe HIMS' has a historical pattern of understating competitive threats.",
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      "text": "Logos of various competitors categorized by Direct Competitors, Discount Drugs Online, and Mental Health.",
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      "text": "We believe the competitive landscape for HIMS has become significantly more crowded over the past two years. The Company faces new threats from some of the largest online platforms in the world as well as focused upstarts targeting specific product areas. We believe HIMS' has a historical pattern of understating competitive threats.",
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      "text": "I think that there's not a competitor out there that we worry about.",
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      "text": "I think that there's not a competitor out there that we worry about. — CFO Okupe at 5/10/23 BAML Conference",
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      "text": "Both DTC And Retail Goliaths As Well As High Growth Upstarts Are Targeting HIMS' Core Markets",
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