Apr 17, 2025
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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
14 min read
Conversation for intellectual property focused on Hims GLP-1 business
Mar 24, 2025
5 min read
ALC is getting a sweetheart deal and grossly undervalues LNSR
Mar 19, 2025
18 min read
Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print
Mar 11, 2025
21 min read
Going over earnings for the first four companies + a quick update for SHCO
Mar 3, 2025
4 min read
Post-Q4 Earnings Commentary
Feb 24, 2025
Growing procedural market share, inflecting positive FCF, and a growing recurring revenue segment
Feb 18, 2025
63 min read
Summarized notes from two lawyers on the GLP-1 shortage and compounding post-shortage
29 min read
Previous estimates for GLP-1 contribution may have been seriously underestimated
