Ep 39 - Legendary Wall St. analyst David Maris on why Hims could be massive—and what could go wrong скачать в хорошем качестве

Ep 39 - Legendary Wall St. analyst David Maris on why Hims could be massive—and what could go wrong

Subscribe to Hims House: https://himshouse.com/subscribe Subscribe to Wall Street Beats: https://passes.com/wallstbeats Follow us: https://x.com/himshouse https://x.com/jonathanrstern https://x.com/BaysideGrowth Join the Discord:   / discord   In Episode 39 of Hims House, Jonathan Stern and Patrick Lester (Bayside) sit down with David Maris—one of the most decorated healthcare analysts of the past two decades. Maris shares why he flagged HIMS as a buy around $15, what excites him about the company’s growth, and how he views its expansion into Europe and Canada. The discussion covers the implosion of Hims’ partnership with Novo Nordisk, litigation risk, and how this all plays into the broader GLP-1 landscape. David also weighs in on Hims as a healthcare platform, its acquisition potential, and new verticals like TRT and menopause. The episode concludes with insights into the valuation, high short interest, and a discussion on governance issues related to Hims’ dual-class stock structure. 00:00 - Introduction 01:48 - Why David Got Bullish at $15 04:50 - HIMS’ Acquisition of ZAVA and European Expansion 09:20 - Expansion into Canada 13:21 - Novo Partnership Implosion & Legal Risk 22:04 - Long-Term Outlook for GLP-1s 28:16 - Can HIMS Become a Full-Fledged Healthcare Platform? 35:13 - Acquisition Potential 39:22 - Kare Schultz 40:50 - Clinical Adherence and Personalized Medicine 46:28 - Core Business Concerns, CAC, and Ad Trends 48:38 - Why This is a Massive Earnings Report 55:36 - TRT, Menopause, and the Next $1B Category 01:11:27 - Valuation Frameworks, Short Interest, and Governance $HIMS #hims #himsandhers #stockmarket #stocks #glp1 #novo #novonordisk