Hims House – Details, episodes & analysis

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Hims House

Jonathan Stern

Business

Frequency: 1 episode/8d. Total Eps: 30

Hims House is the ultimate podcast for investors passionate about Hims & Hers ($HIMS). Hosted by Jonathan Stern and Patrick Lester, Hims House breaks down all the key questions shaping the business — from telehealth and pharma to GLP-1s, compounding, and the future of healthcare. New episodes every week.

himshouse.substack.com

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Score global : 59%

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Ep 30 - Mark Cuban on Cost Plus Drugs, Hims & Hers, and the Future of Healthcare

Episode 30

Tuesday, May 13, 2025 • Duration 58:08

In Hims House episode 30, Jonathan Stern and Patrick Lester are joined by legendary entrepreneur Mark Cuban. The discussion kicks off with Mark unpacking why the healthcare system is so dysfunctional -- explaining how pharmacy benefit managers (PBMs) and the lack of transparency drive high drug prices. He shares his journey from a healthcare novice to launching Cost Plus Drugs, which aims to offer cheaper, more transparent pharmaceutical options. The episode also touches on the comparison between Hims & Hers and Cost Plus Drugs, potential legislative reforms, the importance of brand in healthcare, whether "personalized" medicine is merely marketing speak, and what Mark thinks about the future of healthcare and wearables.

00:00 Introduction

02:10 The Broken Healthcare System

02:47 Mark Cuban's Journey into Healthcare

06:12 The Role of Pharmacy Benefit Managers (PBMs)

19:31 Cost Plus Drugs: Transparency and Trust

26:57 Comparing Cost Plus Drugs and Hims & Hers

31:31 The Future of Insurance-Covered Drugs

33:09 Personalization in Healthcare

34:57 The Importance of Brand

43:42 International Expansion Strategies

50:22 Policy & Tariffs Impact

55:43 The Role of Tech, AI, and Wearables in Healthcare

Get full access to Hims House at himshouse.substack.com/subscribe

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Ep 29 - HIMS Q1 2025 Earnings Recap

Episode 29

Tuesday, May 6, 2025 • Duration 34:32

In this episode of Hims House, Jonathan Stern and Patrick Lester break down the Q1 2025 earnings results for Hims & Hers. They highlight strong topline and bottom-line performance -- including $586M in revenue, 345% YoY net income growth, and 321% free cash flow growth. The discussion also covers softer metrics, such as a modest 137k net new subscriber additions and a conservative Q2 revenue guide. They explore the company’s reaffirmed full-year outlook and new long-term revenue goal of $6.5 billion by 2030, analyzing whether it may be a sandbagged target. Other topics include international expansion, strategic partnerships (including Novo Nordisk and conversations with Eli Lilly), and the appointment of former Amazon executive Nader Kabbani as COO.

00:00 Introduction and Q1 2025 Highlights

02:20 Patrick's Take on Earnings

05:17 The Long-Term Revenue Target

08:20 – Hims House Valuation Model Breakdown

11:14 Q2 Revenue Guidance

13:41 International Expansion

17:10 – The Five Growth Levers

27:52 Sexual Health Vertical and Core Specialties

32:00 New COO Nader Kabbani

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Ep 28 - WallStreetBets legend who made 100,000% on GameStop breaks down HIMS short squeeze setup

Episode 28

Friday, May 2, 2025 • Duration 32:44

In this episode of Hims House, Jonathan Stern sits down with Alvan Chow — the original WallStreetBets poster who made a legendary 100,000% return during the GameStop short squeeze. They break down what happened in January 2021, the mechanics behind a short squeeze, and how institutional and retail forces collided to trigger one of the wildest moments in market history. The conversation then pivots to Hims, which increasingly has a similar setup: a strong fundamental story, massive short interest, and increasing retail momentum. They explore the potential for a “second squeeze,” compare Hims to Tesla & Palantir, and debate how much of the recent volatility is driven by technical flows vs. fundamental news. They also dig into how retail investors in South Korea could play a surprise role, why the borrow fee and other short metrics matter, and how investors should think about risk management during parabolic moves.

Note: During HIMS' first short squeeze in February, Alvan turned $500K into $5M. Now, he's eyeing HIMS short squeeze 2.0 🔥

01:26 Alvan Chow's Origin Story and the GameStop Saga

03:52 Mechanics of Short Selling and Short Squeezes

07:17 Comparing GameStop and Hims

14:24 Why Shorting Hims Makes No Sense

15:43 What a Hims “Squeeze Part 2” Could Look Like

20:45 Is This Like GameStop, Tesla, or Palantir?

26:04 The Korean Retail Investor Factor

32:33 Final Thoughts

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🚨 EMERGENCY POD: Ep 27 - Hims Inks Deal with Novo Nordisk To Sell Wegovy

Episode 27

Tuesday, April 29, 2025 • Duration 48:54

In Episode 27 of Hims House, Jonathan Stern, Patrick Lester, and Louis Stevens discuss the blockbuster news of Hims partnering with Novo Nordisk to sell branded GLP-1 medication Wegovy for $599 a month. They delve into the deal terms, initial market reaction, and the potential long-term impacts on Hims as the direct-to-consumer telehealth leader. The conversation also touches on the possibility of future partnerships, notably with Eli Lilly, and how Hims' business model and profit margins might evolve.

00:00 Introduction

01:46 Patrick's Perspective on the Deal

08:09 Louis' Return and Reflections

09:58 Comparing Hims to Netflix and Long-term Prospects

15:46 Impact on Bear Thesis and Revenue Projections

21:12 Understanding Hims as an AI-Orchestrated General Physician

27:01 Wall Street's Obsession with GLP-1s

31:30 Margin Impact of the Novo Deal

40:01 Future Partnerships and 2025 Outlook

Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions

Get full access to Hims House at himshouse.substack.com/subscribe

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Ep 26 - Martin Shkreli: The Case for Hims & Hers

Episode 26

Monday, April 28, 2025 • Duration 01:33:15

In this episode of Hims House, Jonathan Stern and Patrick Lester sit down with Martin Shkreli — one of the sharpest and most controversial voices in healthcare. They break down what’s driving Hims’ explosive revenue growth and why the company remains so widely misunderstood. The conversation covers the “Netflix of Healthcare” analogy, GLP-1 compounding and IP risk, and questions around long-term sustainability. Shkreli also breaks down the stock dynamics behind Hims’ unusually high short interest, how hedge funds and quants are positioned, and what the holder list — including Citadel, Farallon, and Renaissance — reveals about how the smartest players on Wall Street are positioned. The episode closes on valuation, scale, and why management execution is likely to be the single most important factor in how the Hims story plays out.

00:00 Introduction

04:00 The Netflix of Healthcare

05:52 Positive Second Derivative Revenue Growth

07:33 Founder-Led Companies

09:13 Comparing Hims to Google

15:30: The Importance of Management

20:15 Hims As Big As UnitedHealthcare?

24:50 GLP-1s and Hims

25:45 Why Big Stock Price Swings are Bullish

27:30 The Rise of Eli Lilly and GLP-1s

34:55 Ozempic Growth and Patent Challenges

36:01 The Complexities of Pharma Patents

44:50 Would Novo Sue Hims?

45:40 Hims, AI, and the Future of Healthcare Platforms

50:30 It's Time for a Healthcare Social Platform

55:19 The Debate on OTC Drugs and Healthcare Access

58:00 Stock Dynamics: Short Interest, Institutional Ownership, Retail Interest

01:06:06 Addressing the Top Bear Arguments

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Ep 25 - Raul Shah: Why HIMS Could Be A 100-Bagger

Episode 25

Thursday, April 17, 2025 • Duration 49:44

In this episode of Hims House, Jonathan Stern and Patrick Lester are joined by Raul Shah, the owner of DocShah Financial. They discuss Raul’s article on Hims, referencing Christopher Mayer's book 100-Baggers. They delve into the factors that may allow Hims to become an extremely valuable company over the next 10 years, tackling bear theses about the stock, such as "no moat", customer acquisition costs, and potential legal risks. The discussion also covers the critical importance of hiring a chief technology officer to advance Hims' AI ambitions. Finally, Raul shares his long-term valuation outlook for Hims, emphasizing the distinction between stock price and valuation.

00:00 Introduction

01:05 Raul Shah's Background and Investment Journey

03:25 What Makes a 100-Bagger?

07:16 Addressing Bear Theses and Market Perspectives

21:21 The Importance of a Chief Technology Officer

25:59 Hims x Apple

27:26 News Round-Up

39:26 Price Targets vs. Valuation

Get full access to Hims House at himshouse.substack.com/subscribe

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Ep 24 - Alex Beinfield, Blue Duck Capital: "Don't Miss the Forest for the Trees"

Episode 24

Thursday, April 10, 2025 • Duration 50:30

In this episode of Hims House, Jonathan Stern and Patrick Lester are joined by Alex Beinfield, founder & CIO of Blue Duck Capital, for a wide-ranging conversation on markets, healthcare, and the future of HIMS. They kick off by unpacking the market implications of Trump’s tariffs, with ripple effects for global trade and the pharmaceutical sector. The conversation then turns to HIMS. Alex shares what first got him excited about the company back in 2020, and why he’s still bullish today. He breaks down HIMS’ long-term potential and competitive moats in telehealth—from its DTC strength and brand equity to its mission of solving one of the biggest pain points in modern life. They also discuss how shifts in healthcare policy — the “Make America Healthy Again” agenda — could shape the company’s path forward.

01:22 Tariff Turmoil

02:32 Market Reactions and Predictions

08:05 Impact on Hims and the Pharmaceutical Industry

12:43 Blue Duck Capital's Unique Approach

19:00 Alex's Investment Journey with Hims

24:03 The Pain Points in Healthcare

24:40 Reinitiating a Position in Hims

25:37 The Impact of RFK Jr. on Healthcare Policy

28:25 Hims' Growth and Market Position

29:34 Regulatory Environment Under the New Administration

33:58 Hims' Competitive Moats

41:12 GLP-1 and the Bigger Picture

45:44 Valuation and Price Targets

Get full access to Hims House at himshouse.substack.com/subscribe

🚨 HIMS CEO ANDREW DUDUM JOINS THE PODCAST

Episode 23

Thursday, March 27, 2025 • Duration 32:00

In episode 23, Jonathan Stern and Patrick Lester (Bayside) welcome Andrew Dudum, the founder and CEO of Hims & Hers, for the most anticipated conversation in Hims House history. They discuss the growth of Hims' core business, the evolving landscape of GLP-1 medications, the company's dedication to consumer rights, and how Andrew thinks about navigating regulatory challenges. Andrew also shares insights into why Hims is positioned to succeed even during tough economic conditions, and he draws comparisons between Hims, Netflix, Amazon, and Uber. The episode concludes on a personal note, with Andrew recounting the story behind his family’s donut shop, George’s Donuts and Merriment, named in honor of his grandfather.

00:00 Introduction

00:57 Growth of the "Core" Business

04:25 GLP-1s

15:23 Macroeconomic Uncertainty and Business Strategy

18:00 Engaging with the Trump Administration

21:47 Comparing Hims to Netflix, Amazon, Uber, and more

29:46 Personal Story: George's Donuts & Merriment

Get full access to Hims House at himshouse.substack.com/subscribe

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🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)

Episode 22

Friday, February 21, 2025 • Duration 42:37

In this emergency episode of Hims House, the crew covers the FDA's surprise resolution of the semaglutide shortage. They discuss its immediate market impact, including significant stock price movements. Bayside provides a detailed analysis of the implications for short-term and long-term traders. The conversation then shifts to HIMS' two recent acquisitions—a peptide manufacturing facility and an at-home testing lab—and their effects on the company's future. As they wrap up, the team outlines critical points to watch in the upcoming earnings report, especially guidance for 2025 and strategic plans for patient care in light of the new developments.

00:00 Semiglutide Shortage Resolved According to FDA

01:33 Short-term vs Long-term Investment Perspectives

04:05 Institutional Ownership and Long-term Implications

04:48 Future Projections and Speculations

06:01 FDA Policies and GLP-1 Sales Impact

22:02 Acquisitions and Strategic Moves

32:00 Earnings Expectations and Guidance

42:18 Conclusion

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Ep 21 - Super Bowl Ad Recap, Hot CPI, Short Interest Up AGAIN

Episode 21

Friday, February 14, 2025 • Duration 28:37

In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the recent Super Bowl ad for Hims and its widespread media attention. They explore the varied public reception of the ad, its impact on healthcare perceptions, and the spike in app rankings. The episode delves into the growth trajectories of the Hims and Hers brands and scrutinizes the ramifications of the hot CPI report on the financial market. The panel also addresses the stock's peak performance amid high short interest and institutional ownership dynamics, providing a detailed analysis of market reactions and future expectations.

00:20 Superbowl Ad Impact

03:20 Hers App Success

10:02 CPI and Market Analysis

19:57 Short Interest and Market Dynamics

27:59 Upcoming Catalysts

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Hims House – Details, episodes & analysis

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Hims House – Details, episodes & analysis

Podcast details

Recent rankings

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Shared links between episodes and podcasts

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Latest published episodes

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