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Hims House

Jonathan Stern
Hims & Hers
Hims
Glp-1
Telehealth
Healthcare
Novo Nordisk
Peptides
Semaglutide
Weight Loss
Telemedicine
Glp-1s
Amazon
FDA
Q2 Earnings Report
Marketing Strategies
Pharmaceutical Industry
Eli Lilly
Customer Acquisition Cost
International Expansion
Diagnostics

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

PublishesWeeklyEpisodes74Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Hims House

Latest Episodes

In episode 74, Jonathan Stern sits down with Dr. Jesse Morse, a board-certified family and sports medicine physician, longtime peptide prescriber who helped assemble safety evidence for the upcoming PCAC review. They discuss the FDA briefing recommen... more

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In Hims House episode 73, Jonathan Stern talks with Needham’s Ryan MacDonald, the lead Hims & Hers analyst with a $35 price target and Buy rating. They break down the latest peptide news, how the FDA/PCAC process actually works, and why peptides may ... more

YouTube

In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-market purchase of Hims shares. Wells explains why he believes the company is at an inflection point afte... more

YouTube

In Hims House episode 71, Jonathan Stern sits down with hedge fund manager Ignacio Canto -- founder & portfolio manager at X-Square Capital, which held over 420k Hims shares as of Q1. Canto traces his interest back years, through personal product dis... more

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Recent Guests

David Wells
Hims board member, former Netflix CFO
Hims
Episode: 🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Ignacio Canto
Founder of X-Square Capital, hedge fund manager
X-Square Capital
Episode: Hedge funder Ignacio Canto on retail cults, Hims as Costco + Netflix, and why Hims has 10x upside
Imran Khan
Founder and Chief Investment Officer, Proem Asset Management
Proem Asset Management
Episode: Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why
Sahil Chopra
Harvard-trained sleep physician and co-founder of Empower Sleep
Empower Sleep
Episode: Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Sagar Chopra
Co-founder of Empower Sleep, business lead
Empower Sleep
Episode: Sagar & Sahil Chopra - Founders of Empower Sleep on AI-powered sleep care and the Hims opportunity
Eli Dorf
Founder and President of Bask Health
Bask Health
Episode: Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?
Brian Birnbaum
retail investor who has grown his net worth by about 50x since 2020
Episode: Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims
Mansi Hukmani
Founder of Chief Longevity Officer, substack and community
Chief Longevity Officer
Episode: Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
Christian Angermayer
Co-founder and executive chairman of Enhanced Games
Enhanced Games
Episode: Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May

Host

Jonathan Stern
Host of Hims House

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#217
Finland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy
Q: We'd like to start with some quick background just for listeners who missed the first episode or perhaps are less familiar with Noom. Give us the 62nd version of Noom.
Noom is a behavior change company building the future of preventive care, focused on combining pharmacological interventions with behavior change and driving strong engagement and long-term outcomes.
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Q: What is your view on the weight loss/peptide initiatives?
Wells argues for deliberate timing and emphasis on broader health outcomes, indicating a preference for a platform approach over owning every device or therapy, and highlighting ongoing research collaborations.
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Q: How should investors view insider trades like this?
He explains the mechanics of 10b-5 plans, the distinction between informative and uninformative trades, and why readers shouldn't overread every insider sale as a signal, while acknowledging personal liability and governance rules.
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Q: What metrics matter most for Hims in the near term?
He notes CAC, payback, retention, and broader 12-18 month milestones, stressing the importance of wider customer satisfaction and platform integration rather than focusing solely on quarterly figures.
🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims
Q: Why did you decide to buy Hims stock and why now?
Wells cites the company's inflection point, improved capital/operational setup, and a belief in the mission-driven path, suggesting the purchase is a confidence bet on long-term value rather than a short-term move.

Audience Metrics

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Listeners per Episode
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Frequently Asked Questions About Hims House

What is Hims House about and what kind of topics does it cover?

The show focuses on investing in health-tech, telehealth, and biotech, with frequent deep dives into GLP-1s, peptides, and the shifting regulatory and market landscape that surrounds consumer health brands. Episodes routinely feature investors, founders, analysts, and legal or regulatory experts who map the implications of clinical advances, policy shifts, and competitive dynamics on company strategy and stock narratives. A standout pattern is the emphasis on how platforms, branding versus compounding, and moats intersect with rapid innovation, pricing pressure, and international expansion; guests often bring data-driven critique, strategic bets, and practical implications for investors and entrepreneurs alike. The format tends to pair rigo... more

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These podcasts share a similar audience with Hims House:

1. The Tim Ferriss Show
2. Dwarkesh Podcast
3. Modern Wisdom
4. All-In with Chamath, Jason, Sacks & Friedberg
5. The a16z Show

How many episodes of Hims House are there?

Hims House launched 2 years ago and published 74 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Hims House?

Recent guests on Hims House include:

1. David Wells
2. Ignacio Canto
3. Imran Khan
4. Sahil Chopra
5. Sagar Chopra
6. Eli Dorf
7. Brian Birnbaum
8. Mansi Hukmani

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