RH '22 Earnings: An Inflection Point

BNPL: Buy Now, Pay Never

The economy is not fine when consumers need to make payments on groceries in installments

Spec Sit: Latch $LTCH Trading Below Liquidation Value

M&A Arb: Microsoft / Activision Deal Part I

You Want Outsized Returns? Start Small.

Large caps are still pricey and still too crowded

M&A Arb Update: FXLV Going Private

Update on our trade notes from the FXLV/KLIM take private

CGC Portfolio Position Update #3

Changes made to our portfolio as of the end of February

Soft Landing GDP "Bros" Are In La La Land

Why the soft landing club is getting real GDP expectations widly wrong

Trading Strategy Beat the S&P, QQQ, & DIA in 2022

How an embarrassingly simple trading strategy beat the S&P by 14 percentage points in 2022

IPO Notes: Interactive Strength (TRNR)

A fitness IPO that's grabbed our attention for all the wrong reasons