Analytical Perspectives on Equity Selection and Market Data.
Aug 20, 2026
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6 min read
The Sift
A solo chat on why special situation investing with a regulatory catalyst can take years, if at all
Aug 11, 2026
3 min read
Podcast
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
8 min read
Why Suja Life might look attractive after a 45% drawdown post-ER
Aug 10, 2026
7 min read
Earnings Updates
Why we've gone long HIMS once again, as the narrative has changed in favor for long-term success
Aug 4, 2026
2 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
A Planet Micro Cap Conference Presentation
Jun 29, 2026
Why we decided to buy OneSpaWorld (OSW) with just a few hours of research
Jul 23, 2025
18 min read
Why we think this biotech trade, while popular, has limited downside risk in the event no suitor comes to scoop them up.
Feb 4, 2026
19 min read
Jul 12, 2026
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