COTW: The Risk Is In Equities, Not Housing

Highlighting the biggest risk to household wealth

CGCM Q3'26 Quarterly Letter

Why OSW Potentially Looks Mispriced...Again

Talking more in-depth of why we own OSW in a high oil price environment

Entering A 'Target Rich Environment'

Taking a look at the number of companies fitting a strict screen

IPO Notes: Jersey Mike's Subs (JMKE) Past Growth Might Be Tapered Going Forward

Why this IPO is a clear sponsor-led cash grab and why investors should be cautious of the newest restaurant IPO on the block

COTW: Legal Claims For Shoddy Homes on the Rise

Keeping an eye on D.R. Horton's reserves for legal claims as average selling prices decline

The Sift No.3

Analytical Perspectives on Equity Selection and Market Data.

🎙️ IC #10: "My Stock is Up. Therefore, I Am Not A Crook."

A solo chat on why special situation investing with a regulatory catalyst can take years, if at all

SUJA: Market Leader Possibly Mispriced

Why Suja Life might look attractive after a 45% drawdown post-ER

HIMS: Whoever Controls The Data, Controls The Industry

Why we've gone long HIMS once again, as the narrative has changed in favor for long-term success