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The cleanest experiment is to discontinue and see if the symptom resolves

00:00 - Sponsor: Superpower 01:38 - Why he never considered selling 03:41 - Buying the collapse into the teens 06:29 - Why Hims first caught his eye 10:37 - Healthcare is broken and overpriced 12:50 - Why Ignacio has added to his position since 2024 21:41 - Why price targets aren't right for Hims 27:42 - Retail cults 38:40 - Hims as Costco + Netflix 41:33 - Why Hims should own the wearable 44:25 - Regulation as a bear case 46:09 - Competition: Ro, Amazon, and others 55:30 - Why Hims could command a 10x P/S ratio Hedge fund manager Imran Khan bought more Hims at its most hated moment -- here's why In Hims House episode 70, Jonathan Stern sits down with hedge fund manager Imran Khan, founder and CIO of Proem Asset Management and a Hims shareholder (110,000 shares as of March 31)

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