Jonathan Stern

Hims House

Business EN ↓ 81 episodes

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

Be sure to visit the podcast's website and support the creator: himshouse.substack.com

Author

Jonathan Stern

Episodes

Ep 6 - Hims & Hers: Operations (Oct 7, 2024) 07.10.2024 35:48

In this episode of Hims House, the hosts discuss the importance of Hims's partnerships with healthcare providers, including doctors, nurse practitioners, and pharmacies. Dr. H shares his experience joining Hims, describing the onboarding process and the evolving role of nurse practitioners. The team explores Hims's vertical integration strategy, focusing on the acquisition of 503A and 503B pharmac...

Ep 5 - Hims & Hers: The Customer Journey (Oct 3, 2024) 03.10.2024 35:24

In this episode of Hims House, Jonathan Stern, Louis Stevens, and Dr. H walk through the Hims customer experience, focusing on the weight management intake process. They explore the thoroughness of the signup flow, emphasizing how it mimics a traditional doctor’s visit while countering claims made in a Hunterbrook short report. Dr. H provides insights into how the system assesses customer data and...

Ep 4 - Hims & Hers Product Deep Dive (Sep 30, 2024) 30.09.2024 35:55

In this episode of Hims House , Jonathan, Louis, and Dr. H dive into Hims & Hers product offerings, discussing key categories like sexual health, mental health, hair loss, weight management, and skincare. They highlight the success of products like ED and hair loss treatments, which remain highly popular, while newer categories such as weight management have seen rapid growth. Dr. H emphasizes...

Ep 3 - The History of Hims & Hers (Sep 26, 2024) 26.09.2024 32:38

In this episode, Jonathan Stern, Louis Stevens, and Dr. H discuss the origin and evolution of Hims & Hers Health, highlighting the influence of CEO Andrew Dudum's background. They explore how Hims differentiates itself from competitors like Teladoc through vertical integration, streamlined care, and superior technology, making healthcare more accessible and affordable. Dr. H emphasizes the...

Ep 2 - Hims & Hers’ Business Model (Sep 24, 2024) 24.09.2024 26:21

In this episode of Hims House, Jonathan, Louis, and Dr. H discuss Hims & Hers' business model, focusing on whether it can be compared to models like Netflix, SaaS, or direct-to-consumer brands. Dr. H explains the patient experience, from intake to treatment, highlighting the discreet and accessible nature of Hims' services. They explore how the company's offerings differ from tradi...

Ep 1 - An Overview of Hims & Hers (Sep 19, 2024) 19.09.2024 31:52

In Episode 1 of the Hims House podcast, host Jonathan Stern, equity analyst Louis Stevens, and industry insider Dr. H discuss the unique aspects of Hims & Hers’ business model, focusing on its telemedicine approach and vertical integration. They explain how Hims bypasses traditional healthcare barriers by offering direct cash-based services, making healthcare more accessible. The conversation...