Brian Birnbaum - Hims & Hers Q1 earnings breakdown and the long-term bull case for Hims

May 13, 2026 · 0:59:24

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✨ AI Summary

Brian Birnbaum analyzes Hims & Hers Q1 earnings and the bull case.
He discusses the transition to branded GLP-1s and revenue trends.
Birnbaum argues Hims remains a venture-style investment opportunity.

Guests on This Episode

BB

Brian Birnbaum

1 podcast appearance

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