

Hims House
Jonathan Stern
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
Episodes
Mentioned books

Sep 19, 2024 • 32min
Ep 1 - An Overview of Hims & Hers (Sep 19, 2024)
Dr. H, a board-certified physician in telemedicine, and Louis Stevens, an equity analyst with deep knowledge of Hims & Hers, dive into the company's unique cash-based healthcare model. They discuss how Hims bypasses traditional insurance barriers, offering affordable medications and personalized care. The duo highlights Hims' rapid growth in the weight loss market, achieving success without relying on GLP-1 treatments. They also explore the emotional aspects of patient care and the challenges faced by big corporations in adopting this innovative approach.


