Analytical Perspectives on Equity Selection and Market Data.
May 5, 2026
•
7 min read
Why Nektar Therapeutics atopic dermatitis (AtD) drug could be significantly undervalued despite being a potential second-line drug treatment option
Apr 19, 2026
12 min read
Longs
+1
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
8 min read
Apr 10, 2026
4 min read
Quick update on EVLV and why we think that FY'26 guide hints at a long-term opportunity for price appreciation above $10/share.
Apr 2, 2026
13 min read
Earnings Updates
VIEW ALL
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
26 min read
Post-Q4 Earnings Commentary
Mar 3, 2025
Going over Q4'25 earnings for current investors and why they might standout for new investors looking new areas for capital deployment
Mar 23, 2026
25 min read
Subscribe to our research
L/S, M&A Arb, and other Special Situations right in your inbox.
Connect with us
Explore tags
![Part 1: Q4 Earnings Updates and Capturing Cheap Growth? [REAL, KITS, WW]](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/736dc4ef-e0aa-4d50-a97b-626b2a34b32a/20250603_OUTSOURCED_EricSoltan_STORE_SummitNJ_Ext1.jpg)