Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
Feb 4, 2026
•
6 min read
Podcast
Why we think this biotech trade, while popular, has limited downside risk in the event no suitor comes to scoop them up.
19 min read
Longs
+1
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
24 min read
Going over the announced LE joint venture by WHP and how there is still a trade on the table
Jan 27, 2026
8 min read
Why recent amendments to SNAP in 2026 could spell trouble for legacy CPG companies
Jan 20, 2026
5 min read
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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
Why comparing a side-by-side of just how much the U.S. spends on defense is alarming
Jan 11, 2026
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