Podcast Episodes
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Ep 24 - Alex Beinfield, Blue Duck Capital: "Don't Miss the Forest for the Trees"
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…
1 year, 3 months ago
🚨 HIMS CEO ANDREW DUDUM JOINS THE PODCAST
In episode 23, Jonathan Stern and Patrick Lester (Bayside) welcome Andrew Dudum, the founder and CEO of Hims & Hers, for the most anticipated convers…
1 year, 3 months ago
🚨 EMERGENCY POD: Ep 22 - FDA Ends Semaglutide Shortage, Plus Q4 Earnings Preview (Feb 21, 2025)
In this emergency episode of Hims House, the crew covers the FDA's surprise resolution of the semaglutide shortage. They discuss its immediate market…
1 year, 4 months ago
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.…
1 year, 5 months 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-l…
1 year, 5 months ago
Ep 19 - A Wall Street Analyst's $HIMS Bull Case (Jan 20, 2025)
NOTE: Analysis and opinions expressed by Jack are his and his alone, and are not to be interpreted as a reflection of opinions by his current or form…
1 year, 5 months ago
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…
1 year, 6 months ago
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, Jon…
1 year, 6 months ago
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 …
1 year, 6 months ago
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…
1 year, 7 months ago