HIMS: Andrew Dudum. The "Teflon Don" of Telehealth

Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole

Quick Update: SNWV's Recent Pre-Announcement

Rehashing the math after lowering FY'25 guide

🎙️ IC #6: Talking Sanuwave Health (SNWV) w/Tenva Capital

An open discussion on the opportunity with SNWV

SNWV: A Med Devices Co. In Its Early Innings

Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x

Why We're Excited About These New Situations: LNSR, PRPL, and LE

An update on DKS/FL, LNSR and new ideas for PRPL and LE

Special Situation: Betting on WW Post-Bankruptcy

Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss

A Double Hiding North of the Border

Why we're excited about a small(ish) company in Maple Leaf country

When Misunderstandings Create Opportunities

Why we decided to buy OneSpaWorld (OSW) with just a few hours of research

5-Minute Update

HIMS: Another (Misleading) GLP-1 PR Claim

Why Andrew's recent Tweet is misleading and also, maybe self-incriminating?