Hims House
By Jonathan Stern
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Category: Investing
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Episodes: 67
Description
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
himshouse.substack.com
| Episode | Date |
|---|---|
|
Eli Dorf (Bask Health) - What is Hims’ moat if anyone can launch a telehealth startup overnight?
|
May 19, 2026 |
|
Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims
|
May 13, 2026 |
|
Mansi Hukmani - The #1 peptide Substacker on peptide culture, supply-chain race & coming gold rush
|
Apr 30, 2026 |
|
Enhanced Games - "We're ready to go" on peptides, prepping $1.2B SPAC in May
|
Apr 27, 2026 |
|
David Maris - The billion-dollar opportunity for Hims that Wall Street is "sleeping" on
|
Apr 22, 2026 |
|
Jonah Lupton - Why peptides are so bullish for Hims & Hers
|
Apr 17, 2026 |
|
Geoff Cook (Noom CEO) - The peptide boom and why Noom just acquired a 503A pharmacy
|
Apr 01, 2026 |
|
Sam Koppelman - Why Hunterbrook’s founder says Hims "wiped the floor" with Novo
|
Mar 16, 2026 |
|
🚨 NOVO NORDISK AND HIMS & HERS STRIKE A NEW DEAL — Raul Shah breaks it all down
|
Mar 10, 2026 |
|
Mark Mulhern - Hims & Hers Q4 Earnings Recap & Breakdown
|
Mar 02, 2026 |
|
Annanay Kapila - Former quant on why Hims is the most-shorted stock in the S&P MidCap 400 🤯
|
Feb 18, 2026 |
|
Myra Ahmad (Founder & CEO of Mochi Health) - The future of GLP-1s
|
Feb 12, 2026 |
|
🚨 NOVO NORDISK SUES HIMS & HERS — Patent attorney Gaston Kroub breaks it down
|
Feb 10, 2026 |
|
Max Marchione - Peptides, Pharma 2.0, and why Hims could 10x or even 100x 🤯
|
Feb 06, 2026 |
|
🚨 Hims launches GLP-1 pill, Novo Nordisk threatens to sue!!! (emergency pod with Cremieux)
|
Feb 05, 2026 |
|
Sabina Hemmi - The GLP-1 Wars
|
Feb 03, 2026 |
|
Hims & Hers 2025 Recap + 2026 Predictions
|
Jan 21, 2026 |
|
Shalin Shah - CEO of Marius Pharmaceuticals on the oral TRT partnership with Hims
|
Nov 10, 2025 |
|
Mark Mikhael & Joshua Fritzler (Olympia Pharmacy) - The MAHA PAC, GLP-1s, and peptides
|
Oct 22, 2025 |
|
Saad Alam (CEO, Hone Health) - Longevity, testosterone, & peptides
|
Oct 14, 2025 |
|
Lee Rosebush - The FDA's warning letters, "Green List", GLP-1s and peptides
|
Sep 24, 2025 |
|
Rob Leclerc - Why Hims is the ultimate VC-style 10X opportunity in the stock market
|
Sep 15, 2025 |
|
Scott Brunner (Alliance for Pharmacy Compounding CEO) - Compounders vs. Big Pharma and GLP-1s
|
Sep 09, 2025 |
|
Geoff Cook (Noom CEO) - The future of compounded GLP-1s
|
Sep 04, 2025 |
|
Dr. William Seeds - WTF are peptides? Are they legal? And where does Hims fit in?
|
Aug 27, 2025 |
|
Shaun Noorian (Empower Pharmacy CEO) - GLP-1s, Patents, and the Future of Compounding
|
Aug 19, 2025 |
|
Peter Pitts - The Wild West of Compounded GLP-1s
|
Aug 14, 2025 |
|
Hims & Hers Q2 2025 Earnings Recap
|
Aug 05, 2025 |
|
Ep 39 - Legendary Wall Street analyst David Maris on why Hims could be massive—and what could go wrong
|
Jul 22, 2025 |
|
Ep 38 - HIMS WEEK IN REVIEW: Bloomberg, WaPo, Canada, Blood Tests, Nighthawk, and 38% Short Interest 🤯
|
Jul 16, 2025 |
|
Ep 37 - Top Patent Attorney Explains Why Novo Nordisk Is UNLIKELY to Sue Hims
|
Jul 01, 2025 |
|
Ep 36 - Adam May: The Bear Case on HIMS, GLP-1s, Legal Risk, and the Collapse of the Novo Deal
|
Jun 23, 2025 |
|
Ep 35 - Hims x ZAVA: Deep Dive ft. European Healthcare Experts, Sekander Amini + Mads Christiansen
|
Jun 18, 2025 |
|
Ep 33 - Max Marchione: Superpower, Hims, and the future of AI-powered medicine
|
Jun 12, 2025 |
|
🚨 Ep 34 - HIMS ACQUIRES ZAVA, EXPANDS INTO EUROPE
|
Jun 03, 2025 |
|
Ep 32 - Antonio Linares Makes the Case for Hims as a 100x — From Here
|
May 29, 2025 |
|
Ep 31 - The Amit Episode: Pitching HIMS to a Long-Time Skeptic
|
May 21, 2025 |
|
Ep 30 - Mark Cuban on Cost Plus Drugs, Hims & Hers, and the Future of Healthcare
|
May 13, 2025 |
|
Ep 29 - HIMS Q1 2025 Earnings Recap
|
May 06, 2025 |
|
Ep 28 - WallStreetBets legend who made 100,000% on GameStop breaks down HIMS short squeeze setup
|
May 02, 2025 |
|
🚨 EMERGENCY POD: Ep 27 - Hims Inks Deal with Novo Nordisk To Sell Wegovy
|
Apr 29, 2025 |
|
Ep 26 - Martin Shkreli: The Case for Hims & Hers
|
Apr 28, 2025 |
|
Ep 25 - Raul Shah: Why HIMS Could Be A 100-Bagger
|
Apr 17, 2025 |
|
Ep 24 - Alex Beinfield, Blue Duck Capital: "Don't Miss the Forest for the Trees"
|
Apr 10, 2025 |
|
🚨 HIMS CEO ANDREW DUDUM JOINS THE PODCAST
|
Mar 27, 2025 |
|
🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)
|
Feb 21, 2025 |
|
Ep 21 - Super Bowl Ad Recap, Hot CPI, Short Interest Up AGAIN
|
Feb 14, 2025 |
|
Ep 20 - HIMS Super Bowl Ad, Short Squeeeeze Potential, and Testosterone (Jan 30, 2025)
|
Jan 30, 2025 |
|
Ep 19 - A Wall Street Analyst's $HIMS Bull Case (Jan 20, 2025)
|
Jan 20, 2025 |
|
Ep 18 - The Politics Episode: Trump, Elon, RFK, Makary, Greenland, and More (Jan 15, 2025)
|
Jan 15, 2025 |
|
Ep 17 - 2024 Year in Review Episode (Jan 6, 2025)
|
Jan 06, 2025 |
|
Ep 16 - FDA Ends Tirzepatide Shortage 🚨 ft. SPECIAL GUEST "BAYSIDE" (Dec 20, 2024)
|
Dec 20, 2024 |
|
Ep 15 - Meta Ad Crackdown, Ro-Lilly Partnership, American Diabetes Association, GLP-1s (Dec 13, 2024)
|
Dec 13, 2024 |
|
Ep 14 - FDA Delay, Tirzepatide Shortage, and New Meal Replacement Launch (Nov 25, 2024)
|
Nov 25, 2024 |
|
Ep 13 - Hims Nosedives 25% On Amazon Telehealth Announcement 🤯
|
Nov 14, 2024 |
|
Ep 12 - Hims & Hers Q3 Earnings Recap (Nov 6, 2024)
|
Nov 06, 2024 |
|
Ep 11 - Hims & Hers Q3 Earnings Preview (Oct 31, 2024)
|
Oct 31, 2024 |
|
Ep 10 - Healthcare in the UK (Oct 28, 2024)
|
Oct 28, 2024 |
|
Ep 9 - Hims’ Possible Next Drugs, 503B Hiring, GLP-1s, S&P 600 (Oct 21, 2024)
|
Oct 20, 2024 |
|
Ep 8 - Hims & Hers: Company Financials (Oct 14, 2024)
|
Oct 14, 2024 |
|
Ep 7 - Hims & Hers: The Telehealth Industry (Oct 10, 2024)
|
Oct 10, 2024 |
|
Ep 6 - Hims & Hers: Operations (Oct 7, 2024)
|
Oct 07, 2024 |
|
Ep 5 - Hims & Hers: The Customer Journey (Oct 3, 2024)
|
Oct 03, 2024 |
|
Ep 4 - Hims & Hers Product Deep Dive (Sep 30, 2024)
|
Sep 30, 2024 |
|
Ep 3 - The History of Hims & Hers (Sep 26, 2024)
|
Sep 26, 2024 |
|
Ep 2 - Hims & Hers’ Business Model (Sep 24, 2024)
|
Sep 24, 2024 |
|
Ep 1 - An Overview of Hims & Hers (Sep 19, 2024)
|
Sep 19, 2024 |