Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 17, 2025
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30 min read
Opinion
+1
Rehashing the math after lowering FY'25 guide
Oct 7, 2025
11 min read
Longs
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
23 min read
An open discussion on the opportunity with SNWV
Oct 2, 2025
4 min read
Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x
Sep 22, 2025
6 min read
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Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
Aug 25, 2025
22 min read
Why we're excited about a small(ish) company in Maple Leaf country
Aug 11, 2025
The asymmetric opportunity after the DKS sell-off last week
May 19, 2025
17 min read
Why the recent earnings selloff leaves us confused, but unfazed.
May 14, 2025
14 min read
Previous estimates for GLP-1 contribution may have been seriously underestimated
Feb 18, 2025
29 min read
An update on DKS/FL, LNSR and new ideas for PRPL and LE
Sep 8, 2025
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