Why Suja Life might look attractive after a 45% drawdown post-ER
Aug 10, 2026
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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
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
8 min read
Jul 12, 2026
Quaterly Letters
Analytical Perspectives on Equity Selection and Market Data.
Jul 6, 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
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
Summarized notes from our conversation with 12 microcap companies
Jul 5, 2026
23 min read
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