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

Intraday Volatility Taking A Breather During 2023

Given the rise in 0DTE options and liquidity, surprisingly, intraday volatility dropped in 2023

M&A Arb Update: Amazon Buying iRobot

Negative Equity Fallout

M&A Arb Update: Tapestry Acquiring Capri

Addressing the current spread of the deal and the risks associated with closing

My Canary In The Coal Mine: Pets

What the sudden shift in consumers relationships with their pets might say about the state of the economy

"Diamonds Are Forever. Even If They're Grown."

The rise and growing popularity of lab-grown diamonds

Special Situation: Peloton Needs to be Acquired

Quick take on earnings and a surprise change of heart?