Earnings Updates
Apr 2, 2026
•
13 min read
Quick update on EVLV and why we think that FY'26 guide hints at a long-term opportunity for price appreciation above $10/share.
Mar 23, 2026
25 min read
Going over Q4'25 earnings for current investors and why they might standout for new investors looking new areas for capital deployment
Nov 11, 2025
26 min read
Going over earnings and our thoughts given updated information
Longs
+1
Oct 7, 2025
11 min read
Rehashing the math after lowering FY'25 guide
May 6, 2025
17 min read
Why we think the guidance plays a bigger role than most think going into the rest of the year
Mar 11, 2025
21 min read
Going over earnings for the first four companies + a quick update for SHCO
Dec 22, 2024
19 min read
Portfolio Update #9
Nov 24, 2024
20 min read
To trust or not to trust management commentary
May 12, 2024
10 min read
The baseline intro for the CGC paid research service
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