5-Minute Update

HIMS: Another (Misleading) GLP-1 PR Claim

Why Andrew's recent Tweet is misleading and also, maybe self-incriminating?

A Bunch of Quick Position Updates

SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS

🎙️ IC #5: Can PTON Sail Again? w/Alex Morris

An open discussion on the questions we have about the future of PTON

🎙️ IC #4: The Future of Defense - The History, Advances, And Outlook

How a look back in time gives us a potential view on how the future might look

M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)

The asymmetric opportunity after the DKS sell-off last week

HIMS: The Tough 'Ask' for Filling the GLP-1 Void

The critical visual to understand the GLP-1 'cost' in a post-shortage world

REAL: Q1'25 Earnings Shows Oversold +35% Reversal in 3 Weeks

Why the recent earnings selloff leaves us confused, but unfazed.

HIMS Q1'25 Earnings Leaves Investors In A Holding Pattern

Why we think the guidance plays a bigger role than most think going into the rest of the year

Company Meeting Notes from Planet Microcap Conference 2025

Summarized notes from our conversation with 13 microcap companies