Feb 7, 2025
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12 min read
Why recent information has made us question the accuracy of unit history in filings
Feb 2, 2025
Notes from our conversation with an FDA lawyer with >40 years of experience
Jan 27, 2025
24 min read
An update on the semaglutide shortage + what happens after?
Jan 21, 2025
Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.
Jan 12, 2025
17 min read
Why we've decided to flip short on Hims and Hers Health (HIMS)
Jan 7, 2025
19 min read
Why we think the path to a 2x for LQDA is likely
Dec 29, 2024
13 min read
Why we speculate that the take private deal won't go through
Dec 24, 2024
3 min read
+ our shortlist of stocks currently on our radar
Dec 22, 2024
Portfolio Update #9
Dec 16, 2024
4 min read
Introducing investors to the evolution and current strategy of Build-A-Bear
