Mar 17, 2026
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13 min read
A quick walkthrough on the math post-deal break, and could LNSR still be compelling as a standalone company?
Mar 15, 2026
15 min read
What one of the best investors on Wall Street has to say about "risk" and what we can learn from it
Mar 10, 2026
14 min read
What both bulls and bears need to understand is the financial impact of HIMS pivoting hard from the compounded GLP-1 strategy
Mar 6, 2026
27 min read
Taking a look at the recent OFRM IPO, co-founded by actress Jennifer Garner, and why it could be an interesting setup for the newest CPG brand to hit the market
Feb 16, 2026
8 min read
Why this prized restaurant asset could strike up a bidding war amongst bidders looking to shore up their position in the quick service restaurant (QSR) space. Potential return could be in excess of 35%.
Feb 9, 2026
24 min read
Why we think Andrew's push deep into compounding GLP-1 land (Russia) has now reached its peak, and the drop is looking like quite the tumble.
Feb 4, 2026
6 min read
Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
19 min read
Why we think this biotech trade, while popular, has limited downside risk in the event no suitor comes to scoop them up.
Jan 27, 2026
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
