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

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

Table of Contents

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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"