Former investment banker @MerrillLynch. Currently CIO of Cedar Grove Capital Management, a multi-strategy hedge fund.
Mar 17, 2026
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13 min read
A quick walkthrough on the math post-deal break, and could LNSR still be compelling as a standalone company?
Mar 15, 2026
15 min read
What one of the best investors on Wall Street has to say about "risk" and what we can learn from it
Mar 10, 2026
14 min read
What both bulls and bears need to understand is the financial impact of HIMS pivoting hard from the compounded GLP-1 strategy
Mar 6, 2026
27 min read
Taking a look at the recent OFRM IPO, co-founded by actress Jennifer Garner, and why it could be an interesting setup for the newest CPG brand to hit the market
Feb 16, 2026
8 min read
Why this prized restaurant asset could strike up a bidding war amongst bidders looking to shore up their position in the quick service restaurant (QSR) space. Potential return could be in excess of 35%.
Feb 9, 2026
24 min read
Why we think Andrew's push deep into compounding GLP-1 land (Russia) has now reached its peak, and the drop is looking like quite the tumble.
Feb 4, 2026
6 min read
Our chat on all things telehealth and our views on HIMSwith our medical friend from across the pond
19 min read
Why we think this biotech trade, while popular, has limited downside risk in the event no suitor comes to scoop them up.
Jan 27, 2026
Going over the announced LE joint venture by WHP and how there is still a trade on the table
Jan 20, 2026
5 min read
Why recent amendments to SNAP in 2026 could spell trouble for legacy CPG companies
Jan 11, 2026
Why comparing a side-by-side of just how much the U.S. spends on defense is alarming
Jan 5, 2026
34 min read
Why a more dangerous everyday environment is allowing this stock to take advantage
Dec 30, 2025
Sharing learning lessons from 2025 investments to not repeat them // HIMS, GENK, LQDA, REAL
Dec 22, 2025
4 min read
What we're looking at ahead of the next year, and why they matter
Dec 9, 2025
21 min read
An update on Owlet (OWLT) after a ~226% run-up
Dec 2, 2025
An open discussion with David Helderman, Director of Investor Relations at WW International (WW)
Nov 19, 2025
Why we think this new IPO is doomed to fail
Nov 13, 2025
25 min read
Going over earnings and our thoughts given updated information
Nov 11, 2025
26 min read
Oct 21, 2025
11 min read
Why prioritizing deleveraging alone leads to unrealized equity appreciation
Oct 17, 2025
30 min read
Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 7, 2025
Rehashing the math after lowering FY'25 guide
Oct 2, 2025
An open discussion on the opportunity with SNWV
Sep 22, 2025
Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x
Sep 8, 2025
23 min read
An update on DKS/FL, LNSR and new ideas for PRPL and LE
![[COTW] How A $1.5 Trillion Military Compares](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=720,fit=scale-down,onerror=redirect/uploads/asset/file/963f835d-4a6b-487a-894f-3444b701e64e/1121ib03a-scaled.jpg)
