Jan 27, 2026
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8 min read
Going over the announced LE joint venture by WHP and how there is still a trade on the table
Jan 20, 2026
5 min read
Why recent amendments to SNAP in 2026 could spell trouble for legacy CPG companies
Jan 11, 2026
Why comparing a side-by-side of just how much the U.S. spends on defense is alarming
Jan 5, 2026
34 min read
Why a more dangerous everyday environment is allowing this stock to take advantage
Dec 30, 2025
Sharing learning lessons from 2025 investments to not repeat them // HIMS, GENK, LQDA, REAL
Dec 22, 2025
4 min read
What we're looking at ahead of the next year, and why they matter
Dec 9, 2025
21 min read
An update on Owlet (OWLT) after a ~226% run-up
Dec 2, 2025
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
![[COTW] How A $1.5 Trillion Military Compares](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/963f835d-4a6b-487a-894f-3444b701e64e/1121ib03a-scaled.jpg)
