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 conversa...
Ep 21 - Super Bowl Ad Recap, Hot CPI, Short Interest Up AGAIN
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 Impact03:20 Hers App Success10:02 CPI and Market Analysis19:57 Short Interest and Market Dynamics27:59 Upcoming Catalysts Get full access to Hims House at himshouse.substack.com/subscribe
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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 Ad01:04 Brand Awareness and Marketing Strategy08:06 Political Messaging in Advertising19:10 Record High Short Interest26:26 Understanding Short Squeeze Potential29:04 Analyzing Short Interest and Market Perception30:50 Historical Context of Shorted Stocks34:41 GameStop Comparison and Stock Value Fundamentals39:38 Potential New Product: Testosterone47:22 Conclusion and Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe
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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 Introduction00:42 Understanding the Sell Side vs. Buy Side02:17 Jack's Interest in HIMS03:46 Bank of America Report Analysis05:42 Deferred Revenue and Credit Card Data11:40 Impact of Amazon on HIMS18:32 Consumer vs. Patient Behavior22:07 Cash Pay Option in Healthcare26:22 HIMS' Long-Term Vision and International Expansion31:35 Debating the Future of Diabetes Care32:41 Challenges in High Acuity Care34:04 Teladoc and Livongo: A Case Study36:07 Impact of COVID on Digital Health40:21 Consumer vs. Patient Psychology47:01 The Future of Weight Loss and Diabetes Treatment52:08 2025 Predictions and Key Indicators Get full access to Hims House at himshouse.substack.com/subscribe
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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 Introduction01:05 Semaglutide Shortage Analysis02:48 FDA Decision Timeline06:44 Impact of New Administration10:34 HIMS Sales Strategy Post-Shortage14:29 Legal and Medical Perspectives28:57 Custom Dosage and Medical Necessity29:46 Corporate Practice of Medicine30:28 Patent System and Compounding Controversy31:30 Chevron Doctrine and Legal Battles32:08 Impact on HIMS Stock and Lawsuits34:59 Future of Compounding and Revenue36:58 Elon Musk, Trump, and GLP-1 Pricing42:02 Greenland and Geopolitical Leverage46:46 RFK and Marty McCary's Impact on Healthcare57:46 Conclusion and Future Topics Get full access to Hims House at himshouse.substack.com/subscribe
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Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)
Full access to our HIMS Data Dashboard + research library is $10/mo ($100/yr). Join 1,400 other HIMS investors today!In episode 17 of Hims House, Jonathan Stern, Louis Stevens, and Dr. H reflect on the significant milestones and performance of Hims & Hers in 2024, marking it as a watershed year for the company. They discuss the company's financial growth, product launches, strategic hires, and customer base expansion. The trio also dissects the challenges faced, including legal battles and market skepticism. The conversation highlights Hims' expansion into weight loss treatments, branding strategies, and the implications of free cash flow and customer acquisition costs. Looking ahead, they share their predictions for 2025, focusing on growth opportunities and potential stock performance.00:00 New Year Greetings00:29 2024 Year in Review: Key Highlights00:51 HIMS Company History and Growth02:19 Financial Performance and Market Dynamics07:21 Marketing and Brand Recognition08:18 New Products and Strategic Hires11:02 Surprises and Strategic Decisions15:24 Stock Market Performance and Sentiment20:16 Biggest Wins of 202424:49 Subscriber Growth and Acquisitions29:21 Looking Ahead to 202534:03 Predictions and Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe
Hims House is the ultimate podcast for investors passionate about Hims & Hers ($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