Are we actually getting healthier, or just getting better at measuring ourselves?
Nov 9, 2026
•
21 min read
Industry Trends
Highlighting the biggest risk to household wealth
Oct 26, 2026
3 min read
Chart of the Week
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
8 min read
Oct 5, 2026
2 min read
Quaterly Letters
Talking more in-depth of why we own OSW in a high oil price environment
Sep 21, 2026
11 min read
Longs
VIEW ALL
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
7 min read
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
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
Taking a look at the number of companies fitting a strict screen
Sep 14, 2026
Subscribe to our research
L/S, M&A Arb, and other Special Situations right in your inbox.
Connect with us
Explore tags
