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Which podcasts are discussing HIMS?
29 ATTRIBUTED IDEAS · 7 EPISODES · 7 SHOWS
The shows
Yet Another Value Podcast
The Twenty Minute VC
Prof G Markets
CNBC Fast Money
Real Vision Daily Briefing
The Alpha Exchange
The Pomp Podcast
Where the discussion went deepest
7 AUG5D AGOYET ANOTHER VALUE PODCAST · 35:00
Hims' moat is data, not drug dispensing
“Paul Serra argued the market is overly focused on Hims & Hers Health's ability to market and dispense drugs, but the real long-term value and defensible moat lies in its ability to collect and utilize patient data to improve retention and lifetime value.”
$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why?
Core thesis · 5/5Verify in source →
5 JUL5 JULPROF G MARKETS · 00:00
GLP-1 ecosystem expansion drives growth for Hims
“Hims & Hers is positioned to capture massive demand for GLP-1 weight-loss medications through direct partnerships with major pharma manufacturers, low-cost options, and personalized dosing capabilities.”
Healthcare is Broken—This Company Wants to Fix It · with Andrew Dudum
Core thesis · 5/5Verify in source →
5 JUL5 JULPROF G MARKETS · 01:21
Hims & Hers verticalization undercuts legacy healthcare
“The bull case for Hims & Hers relies on its fully verticalized stack - spanning digital providers, custom EMR, and owned manufacturing - to deliver low-cost care while legacy healthcare struggles with high overhead.”
Healthcare is Broken—This Company Wants to Fix It · with Andrew Dudum
Core thesis · 5/5Verify in source →
5 JUL5 JULPROF G MARKETS · 02:15
Personalized telehealth model drives HIMSS growth
“The long thesis for HIMS relies on its direct-to-consumer platform leveraging stigmatized entry-point categories to cross-sell holistic, proactive healthcare and long-term subscriptions.”
Healthcare is Broken—This Company Wants to Fix It · with Andrew Dudum
Core thesis · 5/5Verify in source →
4 APR4 APRTHE TWENTY MINUTE VC · 5:00
Hims & Hers as a disruptive healthcare platform
“The CEO argued Hims & Hers is disrupting US healthcare delivery by creating a consumer-centric, on-demand platform with price transparency and choice, bypassing the convoluted traditional insurance and PBM system.”
20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire · with Andrew Dudum
Core thesis · 5/5Verify in source →
4 APR4 APRTHE TWENTY MINUTE VC · 25:00
Hims & Hers as a portfolio of health categories
“The bull case made for HIMS is that its durability comes from operating as a portfolio of a dozen independent clinical categories, not from dependence on any single trend like weight loss.”
20VC: Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback | Why Being Public is 10x Better | The Death of the "Strategy" Hire · with Andrew Dudum
Core thesis · 5/5Verify in source →
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