DanaLewisPublicRelations

$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.