An open discussion with David Helderman, Director of Investor Relations at WW International (WW)
Dec 2, 2025
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5 min read
Bankruptcy
+1
Why we think this new IPO is doomed to fail
Nov 19, 2025
27 min read
Shorts
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Apr 16, 2024
24 min read
Going over earnings and our thoughts given updated information
Nov 13, 2025
25 min read
Longs
+2
Nov 11, 2025
26 min read
Earnings Updates
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Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 17, 2025
30 min read
Rehashing the math after lowering FY'25 guide
Oct 7, 2025
11 min read
Why we're excited about a small(ish) company in Maple Leaf country
Aug 11, 2025
22 min read
Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
Aug 25, 2025
Why we've decided to look at this opportunity after an >50% drawdown from recent highs
Apr 17, 2025
Post-Q4 Earnings Commentary
Mar 3, 2025
4 min read
Why prioritizing deleveraging alone leads to unrealized equity appreciation
Oct 21, 2025
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