I'm hiring employee #1
In-person in NYC
Official title is "Head of Content & Ops" -- but you will touch everything. You'll help run Hims House + Hood House, decide which stocks we cover next, and build the playbook for launching new houses. The mission is to figure out how to scale this thing from 2 houses to 20. We'll work together every day to make it happen!
Requirements:
- obsessed with markets
- scrappy, generalist, fast
- excited to be employee #1
- strong writer
- wants responsibility on day #1
Salary + meaningful equity
How to apply:
Email me at [email protected] with your X/LinkedIn and answers to these three questions:
1. What are your favorite stocks and why? (3 max, 1 sentence each)
2. What's the next stock I should open a "house" for? Why? (1 sentence max)
3. Favorite work of art? (Not disqualifying - just curious what you're into outside of work!)
$HIMS
Hims House is back. I am coming out of retirement!
As much as I tried to step away, in the end I couldn't. I care too much about the future of $HIMS and Hims House, and there's so much more I want to build.
Along these lines, I am raising a small amount of money: near-term priorities are getting an office and hiring a few exceptional people who want to help scale the "house model" across other stocks. (Will say more in the coming days.)
Also, I am looking for sponsors. If you want your brand featured on the Hims House podcast - or other shows we might launch soon - please reach out!
Finally, a huge thank you to the dozens of people who reached out over the last 7 weeks to discuss the future of Hims House. Hearing you guys talk about how much you love (and miss) HH was the reminder I needed - and a big part of why I'm back.
My conviction hasn't changed. "We need better media companies in finance. The current landscape disadvantages retail investors, and it's slow and unfun." My goal is to build the best possible version of an internet-native financial media company, and I'm excited to get to work. DMs are open if you want to help build this.
$HIMS to 100.
Last September, I emailed dozens of people to see if they wanted to partner on a $HIMS-focused podcast. All declined except Louis Stevens and Dr. H. Hims House would not exist without you two - thank you for believing in this from day one.
A huge thank you as well to @BaysideGrowth. For months now, Bayside has been running laps around investment bankers and sell-side analysts. He's predicted what they missed, read the documents they skipped, and interpreted the laws as they are - not as we'd like them to be. Hims House's latest chapter wouldn't have been possible without him.
🐐🐐🐐
$HIMS
Today is my last day working full-time on Hims House.
I'll share more in the future about why now is the right time to step away. But for the moment, I just want to say thank you to everyone who's supported the project over the past year.
When I started Hims House, I was living in a basement in a San Francisco hacker house. I didn't set out to build a media company. I simply had a position in $HIMS and wanted:
- alt data to know how Hims was performing before earnings
- a podcast, newsletter, & twitter account dedicated to covering the stories CNBC/Bloomberg missed
- and a community to fill in the blanks and challenge my thesis
I had no idea I'd get to talk to Mark Cuban, Martin Shkreli, and Andrew Dudum. Or that a few of my tweets would move the market by hundreds of millions of dollars. Or that hedge funds would listen to our podcasts and DM me - a software engineer with zero finance industry experience - wanting my perspective on the stock.
It's been a fun 12 months.
My original vision was to build a "neighborhood of houses" - each one a deep, hyper-focused community around a single stock. The Hims House model clearly works, but it's ops intensive, and I never cracked how to scale it beyond just Hims.
That said, my conviction hasn't changed: we need better media companies in finance. The current landscape disadvantages retail investors, and it's slow and unfun. I still believe there are ways to fix this, and I'd love to play a role - maybe that means raising some money / building a team and launching other projects in the months ahead. TBD.
As for what's next with Hims House: I am going to wind down the Substack and am planning to tweet less. How much less... we'll see. I might continue the podcast and am exploring finding a couple long-term sponsors. The discord will stay open.
Mostly, I just want to say thank you (even to the grumpy, miserable bears) for making the last 12 months so much fun. Especially the discord. As unhinged as some of you are, you've never stopped being a source of laughter and learning. Thank you for everything.
When Hims House launched, $HIMS was $16/share. Today, we're pushing up on $60. Nearly 4x.
And just to get ahead of the idea that I am bowing out because I have turned bearish: I have not sold a single share of $HIMS since starting Hims House. My position today is bigger than ever.
$HIMS to $100.
$HIMS
Today is my last day working full-time on Hims House.
I'll share more in the future about why now is the right time to step away. But for the moment, I just want to say thank you to everyone who's supported the project over the past year.
When I started Hims House, I was living in a basement in a San Francisco hacker house. I didn't set out to build a media company. I simply had a position in $HIMS and wanted:
- alt data to know how Hims was performing before earnings
- a podcast, newsletter, & twitter account dedicated to covering the stories CNBC/Bloomberg missed
- and a community to fill in the blanks and challenge my thesis
I had no idea I'd get to talk to Mark Cuban, Martin Shkreli, and Andrew Dudum. Or that a few of my tweets would move the market by hundreds of millions of dollars. Or that hedge funds would listen to our podcasts and DM me - a software engineer with zero finance industry experience - wanting my perspective on the stock.
It's been a fun 12 months.
My original vision was to build a "neighborhood of houses" - each one a deep, hyper-focused community around a single stock. The Hims House model clearly works, but it's ops intensive, and I never cracked how to scale it beyond just Hims.
That said, my conviction hasn't changed: we need better media companies in finance. The current landscape disadvantages retail investors, and it's slow and unfun. I still believe there are ways to fix this, and I'd love to play a role - maybe that means raising some money / building a team and launching other projects in the months ahead. TBD.
As for what's next with Hims House: I am going to wind down the Substack and am planning to tweet less. How much less... we'll see. I might continue the podcast and am exploring finding a couple long-term sponsors. The discord will stay open.
Mostly, I just want to say thank you (even to the grumpy, miserable bears) for making the last 12 months so much fun. Especially the discord. As unhinged as some of you are, you've never stopped being a source of laughter and learning. Thank you for everything.
When Hims House launched, $HIMS was $16/share. Today, we're pushing up on $60. Nearly 4x.
And just to get ahead of the idea that I am bowing out because I have turned bearish: I have not sold a single share of $HIMS since starting Hims House. My position today is bigger than ever.
$HIMS to $100.
🚨 EP 5 - $OPEN HOUSE
@gnoble79 is the biggest Opendoor bear on the internet. We don't see 100% eye to eye on the company's future, but it was good to chat about what would need to be true for today's valuation to make sense:
(00:32) The "100-bagger" claim
(07:42) A look at Opendoor's fundamentals
(18:41) @ericjackson's $82 PT
(22:24) Opendoor <> Compass
(29:50) Opendoor <> Carvana
(37:46) Pricing homes vs. cars
(44:20) What multiple would be reasonable?
(1:02:41) Jane Street 6% stake
(1:09:32) Tech bros vs. finance bros
🚨 EP 4 - $OPEN HOUSE
Was great to chat with @SebastianSzturo, founder of the world's largest Opendoor investor community (@DatadoorIO). Sebastian is a software engineer and spent nearly 10 yrs at Shopify, so he had some fun Kaz stories to share as well.
(00:28) Datadoor community
(06:05) Sebastian's $OPEN investment history
(07:54) Kaz stories
(11:28) Thoughts on Fahd Ananta
(15:37) Default in-person
(20:00) Layoffs
(25:13) Sebastian's bull thesis
(28:56) Importance of macro + interest rates
(31:44) Ancillary services
(42:30) Should agents get axed?
(44:08) Bear case
(48:56) Stock price and valuation
COMING SOON TO $OPEN HOUSE 🔥
bulls
- @APompliano
- @SebastianSzturo
bears
- @gnoble79
wishlist
- @nejatian
- @rabois
- @jonchu
- @MartinShkreli
who else should I invite?
🚨 EP 3 - $OPEN HOUSE
Here's @gregw134 - the man who got this whole movement started with his Wall Street Bets DD post on May 14. Great convo about his thesis 4 months ago vs. how he's thinking about $OPEN today:
(01:04) Greg's current position
(04:02) The impact of Greg's WSB post
(05:39) Not buying houses in the summer!
(07:01) Dropping out of the Russell 2000
(10:54) The Carvana comp
(12:53) "Opendoor 2.0"
(16:15) Money > time
(17:32) Getting rid of agents
(20:27) Greg's idea: TurboTax for real estate
(24:35) The role of AI + expanding the buy box
(28:14) How Greg thinks about valuation
🚨 EP 2 - $OPEN HOUSE
Here's my chat with @ericjackson - the hedge funder who slapped an $82 price target on Opendoor when it was under $1, and over the next 10 weeks sparked the biggest retail investor movement since GameStop.
(00:22) The $82 PT & potential challenges
(08:48) Is Carvana really an apples-to-apples comp?
(12:56) Odds of a stock offering?
(19:27) First impressions of @nejatian
(27:14) New offices and laying off 1,200 people
(31:17) The return of Eric Wu
(34:36) Is iBuying here to stay?
(36:42) International expansion
(41:11) Lightning round: Drake, @jeffye888, and more
Jonathan Stern retweeted
Link to full transcript of $OPEN House ep. 1 available here now!
Big thanks to @jonathanrstern for hosting and for the vision to put this series together. You should also check out his community for $HIMS investors at himshouse.substack.com/
openinvestmentlabs.com/open-…
.@vladtenev - probably about time to enable overnight trading on $OPEN?
Jonathan Stern retweeted
jonathan started the amazing @himshouse community and podcast. great to see him launch the second chapter in the franchise.
🚨 EP 1 - $OPEN HOUSE
Fun convo with @jeffye888, early Opendoor employee.
$OPEN is "a big portion" of Jeff's net worth - and he's still a massive bull even after the run from $0.51 to $10. Thanks to Jeff Ye for being guest #1:
(00:59) $OPEN's early days & company culture
(04:14) Jeff's ownership stake
(07:52) $OPEN Army & meme status
(09:40) The importance of @ericjackson
(10:50) The twitter wars: Eric vs. Jeff
(15:27) Settings A+ goals: @nejatian & @rabois
(23:17) Laying off 1,200 employees....
(27:55) Pricing algorithm and the housing crash
(40:57) Serving the "middle of the barbell"
(44:01) Being reborn as a seed-stage startup
(47:51) Partnerships with $PLTR, xAI, OpenAI?
(51:08) Valuation
🚨 EP 1 - $OPEN HOUSE
Fun convo with @jeffye888, early Opendoor employee.
$OPEN is "a big portion" of Jeff's net worth - and he's still a massive bull even after the run from $0.51 to $10. Thanks to Jeff Ye for being guest #1:
(00:59) $OPEN's early days & company culture
(04:14) Jeff's ownership stake
(07:52) $OPEN Army & meme status
(09:40) The importance of @ericjackson
(10:50) The twitter wars: Eric vs. Jeff
(15:27) Settings A+ goals: @nejatian & @rabois
(23:17) Laying off 1,200 employees....
(27:55) Pricing algorithm and the housing crash
(40:57) Serving the "middle of the barbell"
(44:01) Being reborn as a seed-stage startup
(47:51) Partnerships with $PLTR, xAI, OpenAI?
(51:08) Valuation
🚨 I'm launching an $OPEN podcast mini-series.
Goal is to do an episode a day over the next 2-3 wks with the people who matter most to the future of Opendoor.
Founders, leadership, investors, alumni.
I want to document what could go down as the greatest turnaround in business history:
- What's happening inside the company *right now*
- What the new CEO's first week has been like
- How long the turnaround will take
- Whether $OPEN can still disrupt the largest, undisrupted market in the U.S.
- Valuation going forward
First few interviews are booked.
Guest wish list: @nejatian @rabois @ericjackson @ericwu01 @shrisha @yang_guo @APompliano @justindross @ihat @SebastianSzturo @Tyler_Okland_MD @jeffye888 @gregw134
And yes, the bears are invited too: @MartinShkreli @gnoble79 @CitronResearch
things are coming together - first 6 interviews booked!
ep 1 with @gregw134 (the #1 og) - out tomorrow
ep 2 with @jeffye888 (former employee) - out thursday
ep 3 with @ericjackson (the #2 og) - out friday
eps 4-6 will announce soon
cc @nejatian @rabois @justindross @ihat
BOOOOOOOOOOM
Congrats @NickOrnitz + @sekay21!!!
Congrats to the team @GetToplinePro on their $27M Series B!
Topline Pro helps the 2.5M skilled tradespeople in the US succeed by acting as their digital team—driving requests, booking jobs, and handling admin so they can focus on their craft. Trusted nationwide, they’ve helped pros book over $655M in revenue.
toplinepro.com/b
5
2,243
Jonathan Stern retweeted
[not about hims]
The work @jonathanrstern has done with @himshouse is insane. I haven't seen anything like it.
A daily substack ... on one name. podcasts, alt data, news, discord...
It's comprehensive... nothing else exists even for popular names like tes la etc.?
birthing new media type
$HIMS DAILY (Jul 14, 2025)
- BACK ABOVE $52 😎
- WaPo drops spicy story about Hims-Novo 🌶️
- Hims made it clear to Novo they'd keep compounding
- Whispers that Zava deal was €300M (3x rev)
- Comprehensive lab testing
- Andrew Dudum to Nighthawk: "🤣"
(link below)
One of the coolest things I've ever done.
My interview with @mcuban on Cost Plus Drugs, $HIMS, and the future of healthcare:
youtu.be/j4yUhUqFGUc
Had an incredible conversation with $HIMS founder & CEO @AndrewDudum
Thanks again for coming on the show, Andrew -- see you at the donut shop!
youtube.com/watch?v=gyoZcSaU…
I went on @StreetBeatsPros pod today to talk about building Hims House and what's ahead for $HIMS - thanks again @davidmaris for the invite
youtube.com/watch?v=iSPPoqpW…