Shorts
+1
Nov 19, 2025
•
27 min read
Why we think this new IPO is doomed to fail
IPOs
Oct 20, 2024
16 min read
Why I'm not convinced that this company is worth going along for the ride
Jun 4, 2024
8 min read
Why I decided to pass on this micro-cap IPO
Mar 20, 2024
17 min read
A profitable IPO that I might actually consider buying
Merger Arb
+2
Feb 12, 2024
10 min read
Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)
Jan 30, 2024
13 min read
Company growth looks great, but valuation looking a little rich
May 10, 2021
Why Jessica Alba's eco-friendly consumer brand is not worth its current valuation
