Shorts
+1
Sep 7, 2026
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18 min read
Why this IPO is a clear sponsor-led cash grab and why investors should be cautious of the newest restaurant IPO on the block
IPOs
Jun 1, 2026
11 min read
Why the decline in the recent IPO improves the R/R, but still leaves potential issues for investors looking to get involved
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
Nov 19, 2025
Why we think this new IPO is doomed to fail
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
Jun 11, 2023
Going over what the recent hottest restaurant IPO suggests
Feb 13, 2023
6 min read
A fitness IPO that's grabbed our attention for all the wrong reasons
Jul 26, 2021
14 min read
Why the hottest trading platform of 2020 is more expensive than what it's presumably worth
May 10, 2021
Why Jessica Alba's eco-friendly consumer brand is not worth its current valuation
