Hims House

Jonathan Stern
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Hims House

Hims House is the ultimate podcast for investors passionate about Hims & Hers ($HIMS). Twice a week, join Jonathan Stern, Louis Stevens, and Dr. H. for conversations on all things Hims—earnings, trends, market shifts, AMAs, and more. himshouse.substack.com

  1. 6 DAYS AGO

    Ep 20 - HIMS Super Bowl Ad, Short Squeeeeze Potential, and Testosterone (Jan 30, 2025)

    In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss HIMS' recent performance and the unveiling of their upcoming minute-long Super Bowl ad. The discussion delves into the strategic rationale behind this move, its potential to create strong brand awareness, and its alignment with the broader goal of establishing a 'brand moat.' The trio then addresses the record-high short interest in HIMS, now exceeding 30%, and analyzes the dynamics that could lead to a short squeeze. The episode concludes with speculation about a potential new product—testosterone therapy—and its implications for HIMS' expanding multi-product portfolio. 00:44 Super Bowl Ad 01:04 Brand Awareness and Marketing Strategy 08:06 Political Messaging in Advertising 19:10 Record High Short Interest 26:26 Understanding Short Squeeze Potential 29:04 Analyzing Short Interest and Market Perception 30:50 Historical Context of Shorted Stocks 34:41 GameStop Comparison and Stock Value Fundamentals 39:38 Potential New Product: Testosterone 47:22 Conclusion and Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe

    48 min

  2. JAN 20

    Ep 19 - A Wall Street Analyst's $HIMS Bull Case (Jan 20, 2025)

    In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by a special guest, Jack, a former sell-side analyst. Jack provides a comprehensive analysis of the Hims & Hers business, rooted in his years of following the company since 2022. The discussion kicks off with an overview of the financial industry, contrasting the roles of sell-side and buy-side analysts. Jack elaborates on his interest in following HIMS, emphasizing the company's successful transition from a patient-centric to a consumer-centric healthcare provider. The episode highlights a recent Bank of America report predicting a revenue shortfall for HIMS, exploring credit card data intricacies and deferred revenue impacts. Finally, the conversation delves into HIMS' long-term prospects, potential regulatory hurdles, international viability, and their unique market position. 00:00 Introduction 00:42 Understanding the Sell Side vs. Buy Side 02:17 Jack's Interest in HIMS 03:46 Bank of America Report Analysis 05:42 Deferred Revenue and Credit Card Data 11:40 Impact of Amazon on HIMS 18:32 Consumer vs. Patient Behavior 22:07 Cash Pay Option in Healthcare 26:22 HIMS' Long-Term Vision and International Expansion 31:35 Debating the Future of Diabetes Care 32:41 Challenges in High Acuity Care 34:04 Teladoc and Livongo: A Case Study 36:07 Impact of COVID on Digital Health 40:21 Consumer vs. Patient Psychology 47:01 The Future of Weight Loss and Diabetes Treatment 52:08 2025 Predictions and Key Indicators Get full access to Hims House at himshouse.substack.com/subscribe

    1h 3m

  3. JAN 15

    Ep 18 - The Politics Episode: Trump, Elon, RFK, Makary, Greenland, and More (Jan 15, 2025)

    In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by Bayside, a professional lobbyist in Washington D.C., to discuss the upcoming Trump administration and its potential impact on Hims, particularly concerning the semaglutide shortage. Bayside provides a detailed analysis of the semaglutide and tirzepatide shortages, FDA decisions, and political landscape affecting HIMS investors. The discussion expands to consider the potential influence of Elon Musk and Trump on healthcare policy, Greenland acquisition implications, and the roles of RFK and Marty Makary in shaping future healthcare regulations. Dr. H offers insights into the medical necessity of compounded medications and telehealth implications. 00:00 Introduction 01:05 Semaglutide Shortage Analysis 02:48 FDA Decision Timeline 06:44 Impact of New Administration 10:34 HIMS Sales Strategy Post-Shortage 14:29 Legal and Medical Perspectives 28:57 Custom Dosage and Medical Necessity 29:46 Corporate Practice of Medicine 30:28 Patent System and Compounding Controversy 31:30 Chevron Doctrine and Legal Battles 32:08 Impact on HIMS Stock and Lawsuits 34:59 Future of Compounding and Revenue 36:58 Elon Musk, Trump, and GLP-1 Pricing 42:02 Greenland and Geopolitical Leverage 46:46 RFK and Marty McCary's Impact on Healthcare 57:46 Conclusion and Future Topics Get full access to Hims House at himshouse.substack.com/subscribe

    59 min

  4. JAN 6

    Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)

    Full access to our HIMS Data Dashboard + research library is $10/mo ($100/yr). Join 1,400 other HIMS investors today! In episode 17 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H reflect on the significant milestones and performance of Hims & Hers in 2024, marking it as a watershed year for the company. They discuss the company's financial growth, product launches, strategic hires, and customer base expansion. The trio also dissects the challenges faced, including legal battles and market skepticism. The conversation highlights Hims' expansion into weight loss treatments, branding strategies, and the implications of free cash flow and customer acquisition costs. Looking ahead, they share their predictions for 2025, focusing on growth opportunities and potential stock performance. 00:00 New Year Greetings 00:29 2024 Year in Review: Key Highlights 00:51 HIMS Company History and Growth 02:19 Financial Performance and Market Dynamics 07:21 Marketing and Brand Recognition 08:18 New Products and Strategic Hires 11:02 Surprises and Strategic Decisions 15:24 Stock Market Performance and Sentiment 20:16 Biggest Wins of 2024 24:49 Subscriber Growth and Acquisitions 29:21 Looking Ahead to 2025 34:03 Predictions and Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe

    43 min

  5. 12/20/2024

    Ep 16 - FDA Ends Tirzepatide Shortage 🚨 ft. SPECIAL GUEST "BAYSIDE" (Dec 20, 2024)

    In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H are joined by a special guest, Bayside, a professional lobbyist who works in Washington D.C. They discuss the recent FDA announcement about the tirzepatide shortage resolution and its implications on HIMS. Bayside shares insights from his 12-page research report, which accurately predicted this outcome, and provides a detailed analysis of FDA politics, the pharmaceutical industry, and future expectations for GLP-1 compounds like semaglutide. The episode also explores potential partnerships, legal challenges, and the role of personalized medicine in the context of compounding. 00:00 Introduction 00:31 FDA Announcement and Market Reaction 00:53 Bayside's Research and Predictions 04:27 Political and Legal Implications 08:15 Semaglutide Shortage and Market Impact 19:23 Court Filings and Hims Supply Tracker 20:43 Reactions and Future Outlook 21:22 FDA Regulations and Discretion 22:35 Elon Musk's Influence and Motivations 23:31 Compounding and Personalized Medicine 26:01 Legal and Medical Perspectives on Dosage Variances 31:01 Hims and the Pharmaceutical Industry 36:25 Future of GLP-1 Drugs and Market Dynamics 41:35 Speculations and Future Partnerships Get full access to Hims House at himshouse.substack.com/subscribe

    45 min

  6. 12/13/2024

    Ep 15 - Meta Ad Crackdown, Ro-Lilly Partnership, American Diabetes Association, GLP-1s (Dec 13, 2024)

    In episode 15 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss recent news about Meta restricting data access for healthcare companies like Hims and the implications for Hims’ marketing strategies. They examine the parallels between Meta's past challenges with Apple's privacy policies and how Hims might navigate similar issues, ultimately predicting that Hims’ vertically integrated platform will help it thrive. The episode also covers new partnerships in the telehealth industry, such as Ro partnering with pharmaceutical giant Lilly, and debates the American Diabetes Association's stance against compounded GLP-1 drugs, highlighting concerns around safety and efficacy while affirming Hims’ robust approach to patient care. 00:00 Introduction 01:46 Why Meta’s Data Restriction Might Be Bullish 05:58 Meta's Transition from Bearish to Bullish 14:35 Ro and Lilly Partnership Announcement 27:02 American Diabetes Association Stance on Compounded GLP-1s 44:33 Primary Care and Telemedicine Expertise Get full access to Hims House at himshouse.substack.com/subscribe

    47 min

  7. 11/25/2024

    Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)

    Subscribe to Hims House! Website: himshouse.substack.com Twitter/X: x.com/himshouse Discord: discord.gg/tJqGgVhkEt Follow us on Twitter/X: Jonathan Stern - x.com/jonathanrstern Louis Stevens - x.com/LA_stevens_ Dr. H - x.com/stayathomedoc In Episode 14 of Hims House, host Jonathan Stern is joined by Louis Stevens and Dr. H to discuss the FDA's delayed decision on terzepatide shortages, its implications for Hims, and how it may reflect on semaglutide. They dive into the importance of anchoring to the long-term vision of Hims amid market volatility and debate the FDA’s growing acknowledgment of the medication shortage. The team also explores the newly launched meal replacement bars and shakes by Hims and their potential impact on the business. They further discuss the market reactions, the diverse weight loss product range, and the integral understanding needed for sustainable growth in the telehealth and wellness space. 00:00 Introduction and Episode Overview 00:30 FDA Decision on Terzapatide Shortage 01:04 Impact on Hims and Market Reactions 01:35 Review of FDA's Actions and Industry Reactions 05:31 Discussion on Compounded Medications 11:34 Remembering the Long-Term Thesis for Hims 28:58 New Product Launch: Meal Replacement Bars and Shakes Get full access to Hims House at himshouse.substack.com/subscribe

    39 min

  8. 11/14/2024

    Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯

    In Episode 13 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H discuss the implications of Amazon's telemedicine announcements on Hims & Hers. They examine Amazon's pricing, offerings, and potential market overlap with Hims, while exploring whether this presents a serious threat or is overhyped by speculative narratives on platforms like Twitter. The conversation transitions to Hims’s strategic positioning, emphasizing customization, trust, and long-term customer relationships as competitive advantages. The team also delves into the regulatory uncertainty surrounding GLP-1 medications and how Hims is positioning itself with alternative treatments to address future challenges. 00:00 Welcome and Introduction 00:14 Amazon's New Pricing Announcement 01:31 Impact on Hims and Market Reactions 03:41 Patient Preferences and Pricing 06:50 Bear Arguments in Response To the News 12:09 Amazon Not Doing Weight Loss 13:33 Historical Context of Market Competition 23:56 Customer Base Overlap Between Amazon Prime and Hims 35:57 GLP-1 Supply Tracker and Regulatory Challenges 46:21 Conclusion Website: https://himshouse.substack.com Twitter/X: @himshouse Discord: https://discord.gg/tJqGgVhkEt Jonathan Stern - @jonathanrstern Louis Stevens - @LA_stevens_ Dr. H - @stayathomedoc Get full access to Hims House at himshouse.substack.com/subscribe

    47 min
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About

Hims House is the ultimate podcast for investors passionate about Hims & Hers ($HIMS). Twice a week, join Jonathan Stern, Louis Stevens, and Dr. H. for conversations on all things Hims—earnings, trends, market shifts, AMAs, and more. himshouse.substack.com

Information

  • Creator
    Jonathan Stern
  • Years Active
    2024 - 2025
  • Episodes
    20
  • Rating
    Clean
  • Copyright
    © Jonathan Stern
  • Show Website
    Hims House

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