In order to help all those new and old, I’ve created a table of contents of all my posts (excluding weekly recaps) to help you navigate. As I continue to write, the list will continue to be updated.
This table of contents is to be used in two ways.
Table of all ideas and direction
Links to individual posts based on direction
The table below shows you all the equities (52 to date) we’ve written about and in what capacity, arranged in alphabetical order based on the ticker.

The list below is arranged by the direction/topic of the trade in order of when it was published (newest to oldest).
Table of Contents
($ = paid post / A = audio included)
LONG Research
Note: ($ = paid post / A = audio included) | Back to top here.
8.11.25 - A Double Hiding North of the Border ($)
1.8.25 - Yutrepia's Launch: A Catalyst for Liquidia (LQDA) ($)
12.8.24 - Daktronics (DAKT) Potential to $40/Share ($)
9.19.24 - MAMA: The Meatballs Are Still Rolling Along ($)
7.10.24 - Modeling HIMS GLP-1 Business ($ / A)
6.25.24 - MAMA: M&A, Meatballs, and Margin Expansion in this Turnaround Story ($ / A)
6.12.24 - Hims & Hers Health (HIMS) ($ / A)
5.22.24 - GEN Restaurant Group (GENK) ($ / A)
4.20.24 - Domino’s Pizza (DPZ)
4.3.23 - RH (RH) (A)
8.30.22 - Build-A-Bear (BBW) (A)
6.22.22 - Xponential Fitness (XPOF) (A)
5.31.22 - Petco (WOOF) (A)
5.19.22 - Petco (WOOF) (A)
4.27.22 - Domino’s (DPZ) (A)
2.1.22 - Xponential Fitness (XPOF) (A)
1.25.22 - RH (RH) (A)
11.8.21 - Scotts Miracle-Gro (SMG)
10.11.21 - Scotts Miracle-Gro (SMG)
9.1.21 - Urban-Gro (UGRO)
7.20.21 - RH (RH)
6.16.21 - Twitter (TWTR)
6.1.21 - BarkBox (BARK)
5.27.21 - Coinbase (COIN)
5.17.21 - Fiverr (FVRR)
5.4.21 - Hydrofarm (HYFM)
4.19.21 - Agrify (AGFY)
4.1.21 - Petco (WOOF)
3.30.21 - Green Thumb Industries (GTBIF)
3.11.21 - Green Thumb Industries (GTBIF)
SHORT Research
Note: ($ = paid post / A = audio included) | Back to top here.
1.27.25 - HIMS GLP-1 Shortage: The End is Nigh ($)
1.12.25 - HIMS: "A Bridge Too Far" ($)
1.15.24 - WW International (WW) (A)
10.31.22 - Peloton (PTON) (A)
2.11.22 - Sweetgreen (SG) (A)
11.29.21 - FIGS (FIGS)
8.11.21 - AppHarvest (APPH)
7.26.21 - Robinhood (HOOD)
7.23.21 - AppHarvest (APPH)
7.20.21 - Virgin Galactic (SPCE)
5.10.21 - The Honest Co (HNST)
4.26.21 - Chewy (CHWY)
M&A Arb
Note: ($ = paid post / A = audio included) | Back to top here.
8.25.25 - Special Situation: Betting on WW Post-Bankruptcy ($)
12.29.24 - Betting Against Soho House (SHCO) ($)
3.25.24 - Tapestry (TPR) / Capri Holdings (CPRI)
12.26.23 - iRobot (IRBT) / Amazon (AMZN) (A)
12.7.23 - Tapestry (TPR) / Capri Holdings (CPRI)
4.23.23 - Activision (ATVI) / Microsoft (MSFT) ($ / A)
3.24.23 - Activision (ATVI) / Microsoft (MSFT)
10.10.22 - F45 Fitness (FXLV) / Kennedy Lewis Investment Management (A)
6.13.22 - Twitter (TWTR) / Elon Musk (A)
4.27.22 - Activision (ATVI) / Microsoft (MSFT) (A)
Special Situations
Note: ($ = paid post / A = audio included) | Back to top here.
8.25.25 - Betting on WW Post-Bankruptcy ($)
1.21.25 - Capri (CPRI) Divestment & The Tile Shop (TSSH) Activism ($)
10.02.24 - Owlet (OWLT) Betting on a Turnaround in Baby Care ($)
8.27.23 - Peloton (PTON)
5.21.23 - Latch (LTCH) ($ / A)
4.16.23 - Latch (LTCH) ($ / A)
Event Driven
7.23.24 - Red Cat Holdings (RCAT) U.S. Army Contract (A)
IPOs
Note: ($ = paid post / A = audio included) | Back to top here.
10.20.24 - KinderCare Learning Centers (KLC)
6.4.24 - Fly E-Group (FLYE)
3.20.24 - Fly E-Group (FLYE)
1.30.24 - Amer Sports (AS) (A)
8.30.23 - Inspire Veterinary Partners (IVP)
6.11.23 - Cava (CAVA) ($ / A)
2.13.23 - Interactive Strength (TRNR) ($ / A)
Expert Calls
Note: ($ = paid post / A = audio included) | Back to top here.
2.2.25 - FDA Lawyer's Thoughts On GLP-1 Shortage ($)
Earnings Updates
Note: ($ = paid post / A = audio included) | Back to top here.
10.7.25 - Quick Update: SNWV's Recent Pre-Announcement ($)
3.11.25 - Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO ($)
3.3.25 - HIMS: Napoleon Begins His March Towards Russia? ($)
11.24.24 - Going Over GENK and OWLT Q3'24 Earnings Results ($)
10.28.24 - Quick Pre-Earnings Update on GEN Restaurant (GENK) ($)
8.16.24 - Red Cat Holdings (RCAT) / WW International (WW) ($)
8.11.24 - Hims (HIMS): Icarus Might Be Flying Too Close To The Sun ($)
2.29.24 - WW International (WW)
5.27.23 - Xponential Fitness (XPOF) / Peloton (PTON) (A)
Industry Trends
Note: ($ = paid post / A = audio included) | Back to top here.
12.24.24 - 7 Themes We're Monitoring In 2025
2.24.24 - CRE: $1.2 Trillion of Losses Somewhere (A)
8.17.23 - NVO: The Company Worth More Than Denmark
7.10.23 - GLP-1s: Effective But With A Catch
2.23.22 - Americans Keeping Their Cars for Longer (A)
1.20.22 - Fitness in a Post-Covid World (A)
12.17.21 - The Epic Rise and Fall of SPACs
12.3.21 - Bottled Water is Booming
11.23.21 - Coffee Prices Getting Squeezed
10.28.21 - Cannabis: Rome Wasn’t Built In A Day
8.30.21 - Vertical Farming
8.23.21 - Cannabis Goes Shopping
Opinion Pieces
Note: ($ = paid post / A = audio included) | Back to top here.
12.21.23 - Negative Equity Fallout (A)
12.5.23 - My Canary In The Coal Mine: Pets
5.29.23 - Slowly At First, Then All At Once (A)
12.24.22 - Winter is Coming (A)
12.12.22 - Empty Words. Empty Promises. Exert Patience. (A)
11.28.22 - Black Friday: Fools Gold Indicator
11.15.22 - VIX Signaling No Recession?
9.27.22 - Why Petco is a Better ROI than Chewy (A)
9.6.22 - Broken Arrow: The Consumer is Not Okay (A)
11.12.21 - Uh, Tesla is Worth How Much Now?
11.1.21 - Buy to Cover +36.5%
10.5.21 - Conflict of Interest
9.7.21 - Oversold is an Understatement
9.20.21 - Buy The Dip
Chart of the Week
Note: ($ = paid post / A = audio included) | Back to top here.
5.28.23 - The Weight On Their Backs
4.19.23 - BNPL: Buy Now, Pay Never
3.20.23 - You Want Outsized Returns? Start Small.
12.30.22 - A Most Volatile Year
10.13.22 - U.S. Excess Savings Dwindling
8.29.22 - It’s All About Perspective
8.3.22 - Amazon Losses Steam
5.22.22 - The Real Reason the Stock Market is Down (A)
5.9.22 - What Drives Total Shareholder Return (A)
4.13.22 - SBC: This is a Chart You Don’t Want to Miss (A)
4.1.22 - The Price We Pay for Convenience
3.7.22 - Wait, These Prices Look Familiar…
2.16.22 - Recession Indicator Starting to Flash (A)
1.28.22 - How Much is Each “Subscriber” Worth? (A)
1.18.22 - 2021 IPOs Are Selling Off (A)
1.3.22 - Volatility is the New Normal? (A)
12.20.21 - The S&P’s Back Hurts
Portfolio Updates
Note: ($ = paid post / A = audio included) | Back to top here.
2.7.25 - 🚩Alert on GEN Restaurant Group (GENK) ($)
5.30.24 - Quick Pitch: "Going International" ($)
6.5.23 - Portfolio Update #5 ($)
5.6.23 - Portfolio Update #4 ($)
3.3.23 - Portfolio Update #3 ($)
2.1.23 - Portfolio Update #2 ($)
12.5.22 - Portfolio Update #1 ($)