Update: Going Over GENK and OWLT Q3'24 Earnings Results

To trust or not to trust management commentary

Two New 'Special Situation' Positions + Sizing Up A Long And Closing Contracts

Portfolio Update #8

BBW: After An >150% Return, Build-A-Bear Still Looks Close to a Double

Why investors are sleeping on, and not with, this teddy bear name

COTW: Cava Has Officially Reached Stratospheric Levels per Unit

🎙️ IC #1: Post-Mortem On Our Thematic Pet Trade

Learnings and take aways from our pair trade in the pet space

HIMS: Post Q3 Earnings Breakdown + Issues That Marketing Is Telling Us

A stellar quarter and a solid beat shows how high HIMS can fly

HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT

Encouraging patient outcomes from HIMS compounded GLP-1 offerings

Quick Pre-Earnings Update on GEN Restaurant (GENK)

The Real Impact of Technology on QSR Restaurant Growth & Margins

How technology is helping improve resturant-level operations

Judge Favors FTC: Update on TPR Takeover of CPRI