Nov 11, 2025
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26 min read
Going over earnings and our thoughts given updated information
Oct 21, 2025
11 min read
Why prioritizing deleveraging alone leads to unrealized equity appreciation
Oct 17, 2025
30 min read
Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 7, 2025
Rehashing the math after lowering FY'25 guide
Oct 2, 2025
4 min read
An open discussion on the opportunity with SNWV
Sep 22, 2025
6 min read
Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x
Sep 8, 2025
23 min read
An update on DKS/FL, LNSR and new ideas for PRPL and LE
Aug 25, 2025
22 min read
Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
Aug 11, 2025
Why we're excited about a small(ish) company in Maple Leaf country
Jul 23, 2025
9 min read
Why we decided to buy OneSpaWorld (OSW) with just a few hours of research
