Defense Contractors: Peace Means Having the Bigger Stick

Why the world remilitarizing will benefit defense contractors

DPZ: Domino's Risk Reward Post +42% Rebound Isn't Worth It

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M&A Arb Update: The Frustrating Deal That Is Capri and Tapestry

What's taking so long for the deal to close (or not)?

IPO Notes: EV Maker FLY-E Group Going Public

A profitable IPO that I might actually consider buying

WW Update: Survey Says, More Pain Ahead

Recent ER suggests there's more pain to come in this pivot-play

CRE: "$1.2 Trillion of Losses Somewhere"

Quick Update: Revisiting 2 IPOs and 2 Arb Trades

Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)

IPO Notes: Amer Sports Goes Public

Company growth looks great, but valuation looking a little rich

Weight Watchers International: Dreams & Aspirations

Why Weight Watchers pivot to GLP-1s is anything but realistic