Visualizing the decline in valuations in various restaurant concepts while highlighting which the market still seems to give hope to
May 21, 2026
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2 min read
Why a recent post from a fellow portfolio manager got us thinking about the current FOMO environment, and why staying the course "generally" works out in the long term
May 15, 2026
6 min read
Opinion
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
8 min read
Analytical Perspectives on Equity Selection and Market Data.
May 5, 2026
7 min read
The Sift
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
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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
26 min read
Post-Q4 Earnings Commentary
Mar 3, 2025
4 min read
Apr 10, 2026
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