Dec 9, 2025
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21 min read
An update on Owlet (OWLT) after a ~226% run-up
Dec 2, 2025
5 min read
An open discussion with David Helderman, Director of Investor Relations at WW International (WW)
Nov 19, 2025
27 min read
Why we think this new IPO is doomed to fail
Nov 13, 2025
25 min read
Going over earnings and our thoughts given updated information
Nov 11, 2025
26 min read
Oct 21, 2025
11 min read
Why prioritizing deleveraging alone leads to unrealized equity appreciation
Oct 17, 2025
30 min read
Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 7, 2025
Rehashing the math after lowering FY'25 guide
Oct 2, 2025
4 min read
An open discussion on the opportunity with SNWV
Sep 22, 2025
6 min read
Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x
