What both bulls and bears need to understand is the financial impact of HIMS pivoting hard from the compounded GLP-1 strategy
Mar 10, 2026
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14 min read
Opinion
Taking a look at the recent OFRM IPO, co-founded by actress Jennifer Garner, and why it could be an interesting setup for the newest CPG brand to hit the market
Mar 6, 2026
27 min read
IPOs
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Apr 16, 2024
25 min read
Why this prized restaurant asset could strike up a bidding war amongst bidders looking to shore up their position in the quick service restaurant (QSR) space. Potential return could be in excess of 35%.
Feb 16, 2026
8 min read
Special Situation
Why we think Andrew's push deep into compounding GLP-1 land (Russia) has now reached its peak, and the drop is looking like quite the tumble.
Feb 9, 2026
24 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
Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
Feb 4, 2026
6 min read
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