{"podcast":{"title":"Hims House","slug":"hims-house-7026583","podcast_index_feed_id":7026583,"rss_url":"https://anchor.fm/s/10e9c0874/podcast/rss","website_url":"https://himshouse.substack.com/podcast","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/45300741/1466fea8bed61dc7.jpg","author":"Jonathan Stern","episode_count":73,"summary":"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","last_synced_at":"2026-07-08T00:20:15.279819+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583"},"episode":{"title":"🚨 EXCLUSIVE: Hims board member David Wells on why he bought $1.2M of Hims","slug":"exclusive-hims-board-member-david-wells-on-why-he-bought-1-2m-of-hims","published_at":"2026-07-01T11:30:54+00:00","page_url":"https://stenobird.com/podcast/hims-house-7026583/exclusive-hims-board-member-david-wells-on-why-he-bought-1-2m-of-hims","show_page_url":"https://stenobird.com/podcast/hims-house-7026583","url":"https://podcasters.spotify.com/pod/show/jonathan-stern1/episodes/EXCLUSIVE-Hims-board-member-David-Wells-on-why-he-bought-1-2M-of-Hims-e3lgh97","audio_url":"https://anchor.fm/s/10e9c0874/podcast/play/122225383/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-6-1%2F427140723-44100-2-5bba95f7eb8a3.mp3","summary":"In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-market purchase of Hims shares. Wells explains why he believes the company is at an inflection point after the Novo dispute and why the market may be missing the larger healthcare platform story. He discusses Hims’ mission, the broken cost and access structure of U.S. healthcare, and why he focuses more on longer-term cohorts and customer value than quarter-to-quarter CAC. The conversation covers the GLP-1 transition, peptides, acquisition pace, Andrew Dudum’s leadership, remote culture, AI, wearables, and what Hims can learn from Netflix’s disruption playbook. Wells also breaks down 10b5-1 insider selling plans, the promise of preventative scans, and why poor execution is the bear case that matters most. 00:00 - Sponsor: Superpower 01:07 - Meet David Wells 02:30 - Why he bought $1.2M in shares 05:58 - Building a mission-driven company 09:03 - Why he accepted the offer to join the board 10:45 - Financial metrics David is tracking 12:53 - Novo deal + GLP-1s 15:13 - Peptides: best, not first 19:45 - M&A and execution risk 20:40 - What CEO Andrew Dudum does well 22:30 - Remote impact on company culture 24:22 - AI, tech, and wearables 29:55 - Lessons from Netflix 36:17 - Insider sales 10b5-1 explained 45:37 - Short interest and the bear case 48:23 - Hims in 2030 Disclaimer: This podcast is for informational and entertainment purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always consult with a qualified professional before making financial decisions.","meta_description":"In episode 72 of Hims House, Jonathan Stern interviews David Wells, Hims board member and former Netflix CFO, about his recent $1.2 million open-market pu…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3083,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/hims-house-7026583/episodes/exclusive-hims-board-member-david-wells-on-why-he-bought-1-2m-of-hims/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/hims-house-7026583/exclusive-hims-board-member-david-wells-on-why-he-bought-1-2m-of-hims.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}