Taking a look at the number of companies fitting a strict screen
Sep 14, 2026
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7 min read
Opinion
Why this IPO is a clear sponsor-led cash grab and why investors should be cautious of the newest restaurant IPO on the block
Sep 7, 2026
18 min read
Shorts
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Apr 16, 2024
8 min read
Keeping an eye on D.R. Horton's reserves for legal claims as average selling prices decline
Aug 31, 2026
2 min read
Chart of the Week
Analytical Perspectives on Equity Selection and Market Data.
Aug 20, 2026
6 min read
The Sift
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Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 17, 2025
30 min read
Why Suja Life might look attractive after a 45% drawdown post-ER
Aug 10, 2026
Why we've gone long HIMS once again, as the narrative has changed in favor for long-term success
Aug 4, 2026
A Planet Micro Cap Conference Presentation
Jun 29, 2026
3 min read
Why we decided to buy OneSpaWorld (OSW) with just a few hours of research
Jul 23, 2025
9 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
A solo chat on why special situation investing with a regulatory catalyst can take years, if at all
Aug 11, 2026
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