Jun 4, 2025
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13 min read
An open discussion on the questions we have about the future of PTON
May 27, 2025
4 min read
How a look back in time gives us a potential view on how the future might look
May 19, 2025
17 min read
The asymmetric opportunity after the DKS sell-off last week
May 14, 2025
7 min read
The critical visual to understand the GLP-1 'cost' in a post-shortage world
14 min read
Why the recent earnings selloff leaves us confused, but unfazed.
May 6, 2025
Why we think the guidance plays a bigger role than most think going into the rest of the year
Apr 28, 2025
49 min read
Summarized notes from our conversation with 13 microcap companies
Apr 17, 2025
26 min read
Why we've decided to look at this opportunity after an >50% drawdown from recent highs
Apr 13, 2025
10 min read
Why we still think CPRI shareholders can make an outsized return from selling Versace
Mar 25, 2025
Conversation for intellectual property focused on Hims GLP-1 business
