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 Intro

00:38 Why Is Amit Even Here?!

01:22 Amit’s First Impressions of Hims

03:12 Laying Out the 10-Year Vision

08:36 "No Moat"

14:33 Vertical Integration

20:19 Hims as a Tech Company

25:32 Customer Retention, CAC, and LTV

34:31 Regulatory Chaos

35:22 Eli Lilly + Novo Nordisk Partnerships

36:42 Hims Earnings and Speculations

38:32 GLP-1 Market Dynamics

46:27 Building a Retail Community

51:04 Retail vs. Institutions

58:36 Volatility and Trading Strategies

01:06:10 Final Thoughts

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