Hims House

• Ep 32 - Antonio Linares Makes the Case for Hims as a 100x — From Here

  In Episode 32 of Hims House, hosts Jonathan Stern and Patrick Lester (aka Bayside) are joined by Antonio Linares — early Tesla and AMD investor, and one of the biggest Hims bulls on earth. Antonio lays out his long-term thesis: Hims isn’t just a telehealth brand, it’s a platform applying the Costco algorithm to healthcare, with world-class execution, a proprietary data loop, and the potential to birth an AI-driven digital twin of the human body.The discussion covers the explosive potential of peptides, the role of network effects and personalized manufacturing, and why traditional pharma and Wall Street still underestimate Hims’ moat. Antonio also unpacks his concentrated investment strategy and the dynamics of retail vs. institutional conviction.00:00 Introduction01:00 Antonio's Investment Philosophy02:15 The Costco Algorithm Applied to Healthcare07:22 Comparing Hims to Other Tech Giants10:51 Antonio's Approach to Portfolio Construction18:50 Hims as a Platform & Tech Company28:07 The Role of Data and AI in Healthcare38:06 Peptides42:35 Hims and Traditional Pharma51:40 Andrew Dudum and Management56:40 "Hims is a 100x. From Here."01:08:48 Retail vs. Wall Street Get full access to Hims House at himshouse.substack.com/subscribe

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• Ep 31 - The Amit Episode: Pitching HIMS to a Long-Time Skeptic

  In this episode of Hims House, Jonathan Stern, Patrick Lester (Bayside), and Nate Endicott sit down with Amit, one of the most notable names on fintwit and long-time skeptic of Hims. While Amit was early to Palantir and Robinhood, he’s unconvinced by Hims — and this episode is all about changing that. The crew makes the bull case: Hims’ 10-year vision, vertical integration, brand moat, and recent moves in weight loss, lab testing, peptides, and more. Amit pushes back, questioning the company’s tech DNA, long-term edge, and differentiation from giants like Amazon. They debate everything from customer retention and GLP-1 demand to regulatory chaos, and how the Hims retail investor community is rivaling institutional coverage.00:00 Intro00:38 Why Is Amit Even Here?!01:22 Amit’s First Impressions of Hims03:12 Laying Out the 10-Year Vision08:36 "No Moat"14:33 Vertical Integration20:19 Hims as a Tech Company25:32 Customer Retention, CAC, and LTV34:31 Regulatory Chaos35:22 Eli Lilly + Novo Nordisk Partnerships36:42 Hims Earnings and Speculations38:32 GLP-1 Market Dynamics46:27 Building a Retail Community51:04 Retail vs. Institutions58:36 Volatility and Trading Strategies01:06:10 Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe

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• Ep 30 - Mark Cuban on Cost Plus Drugs, Hims & Hers, and the Future of Healthcare

  In Hims House episode 30, Jonathan Stern and Patrick Lester are joined by legendary entrepreneur Mark Cuban. The discussion kicks off with Mark unpacking why the healthcare system is so dysfunctional -- explaining how pharmacy benefit managers (PBMs) and the lack of transparency drive high drug prices. He shares his journey from a healthcare novice to launching Cost Plus Drugs, which aims to offer cheaper, more transparent pharmaceutical options. The episode also touches on the comparison between Hims & Hers and Cost Plus Drugs, potential legislative reforms, the importance of brand in healthcare, whether "personalized" medicine is merely marketing speak, and what Mark thinks about the future of healthcare and wearables.00:00 Introduction02:10 The Broken Healthcare System02:47 Mark Cuban's Journey into Healthcare06:12 The Role of Pharmacy Benefit Managers (PBMs)19:31 Cost Plus Drugs: Transparency and Trust26:57 Comparing Cost Plus Drugs and Hims & Hers31:31 The Future of Insurance-Covered Drugs33:09 Personalization in Healthcare34:57 The Importance of Brand43:42 International Expansion Strategies50:22 Policy & Tariffs Impact55:43 The Role of Tech, AI, and Wearables in Healthcare Get full access to Hims House at himshouse.substack.com/subscribe

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• Ep 29 - HIMS Q1 2025 Earnings Recap

  In this episode of Hims House, Jonathan Stern and Patrick Lester break down the Q1 2025 earnings results for Hims & Hers. They highlight strong topline and bottom-line performance -- including $586M in revenue, 345% YoY net income growth, and 321% free cash flow growth. The discussion also covers softer metrics, such as a modest 137k net new subscriber additions and a conservative Q2 revenue guide. They explore the company’s reaffirmed full-year outlook and new long-term revenue goal of $6.5 billion by 2030, analyzing whether it may be a sandbagged target. Other topics include international expansion, strategic partnerships (including Novo Nordisk and conversations with Eli Lilly), and the appointment of former Amazon executive Nader Kabbani as COO.00:00 Introduction and Q1 2025 Highlights02:20 Patrick's Take on Earnings05:17 The Long-Term Revenue Target08:20 – Hims House Valuation Model Breakdown11:14 Q2 Revenue Guidance13:41 International Expansion17:10 – The Five Growth Levers27:52 Sexual Health Vertical and Core Specialties32:00 New COO Nader Kabbani Get full access to Hims House at himshouse.substack.com/subscribe

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• Ep 28 - WallStreetBets legend who made 100,000% on GameStop breaks down HIMS short squeeze setup

  In this episode of Hims House, Jonathan Stern sits down with Alvan Chow — the original WallStreetBets poster who made a legendary 100,000% return during the GameStop short squeeze. They break down what happened in January 2021, the mechanics behind a short squeeze, and how institutional and retail forces collided to trigger one of the wildest moments in market history. The conversation then pivots to Hims, which increasingly has a similar setup: a strong fundamental story, massive short interest, and increasing retail momentum. They explore the potential for a “second squeeze,” compare Hims to Tesla & Palantir, and debate how much of the recent volatility is driven by technical flows vs. fundamental news. They also dig into how retail investors in South Korea could play a surprise role, why the borrow fee and other short metrics matter, and how investors should think about risk management during parabolic moves.Note: During HIMS' first short squeeze in February, Alvan turned $500K into $5M. Now, he's eyeing HIMS short squeeze 2.0 🔥01:26 Alvan Chow's Origin Story and the GameStop Saga03:52 Mechanics of Short Selling and Short Squeezes07:17 Comparing GameStop and Hims14:24 Why Shorting Hims Makes No Sense15:43 What a Hims “Squeeze Part 2” Could Look Like20:45 Is This Like GameStop, Tesla, or Palantir?26:04 The Korean Retail Investor Factor32:33 Final Thoughts Get full access to Hims House at himshouse.substack.com/subscribe

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