By the Numbers: Modeling Hims GLP-1 Business

What my estimates show through the end of 2025

Recession Indicator: Sahm Rule Getting Close to Triggering

Looking at what unemployment is telling us about the economy

MAMA: M&A, Meatballs, and Margin Expansion in this Turnaround Story

COTW: Cava's Nosebleed Valuation Makes (No)Sense?

Hims & Hers Health (HIMS): Much Upside, But Currently Tight Around the Belt

IPO Notes: FLY-E Group Pricing Looking A Little Too Rich

Why I decided to pass on this micro-cap IPO

New Position - Quick Pitch: "Going International"

Revealing a new position which is my first investment overseas

GEN Restaurant (GENK): A Multi-bagger In The Making

Portfolio Update - 5.12.24

The baseline intro for the CGC paid research service

M&A Arb Update: Analyzing the FTC Complaint Against Tapestry (TPR) and Capri (CPRI)

Rebuttals against core complaints, backed by data and research