Prisoner's Dilemma: When (If?) to Run for the Exit

Investors currently facing tough decisions heading into the end of the year

Daktronics (DAKT) Potential to $40/Share

A follow-up to our original note on why we're bullish on DAKT

🎙️ IC #2: Diving into the ParkerVision (PRKR) Litigation Against Qualcomm (QCOM)

An overview of the trade from the work of 1 Main Capital

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