Apr 10, 2026
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4 min read
Quick update on EVLV and why we think that FY'26 guide hints at a long-term opportunity for price appreciation above $10/share.
Apr 2, 2026
13 min read
Earnings Updates
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
25 min read
Going over Q4'25 earnings for current investors and why they might standout for new investors looking new areas for capital deployment
Mar 23, 2026
A quick walkthrough on the math post-deal break, and could LNSR still be compelling as a standalone company?
Mar 17, 2026
Merger Arb
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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
What one of the best investors on Wall Street has to say about "risk" and what we can learn from it
Mar 15, 2026
15 min read
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