Sep 8, 2025
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23 min read
An update on DKS/FL, LNSR and new ideas for PRPL and LE
Jun 5, 2025
21 min read
SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS
May 19, 2025
17 min read
The asymmetric opportunity after the DKS sell-off last week
Jan 21, 2025
24 min read
Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.
Dec 29, 2024
13 min read
Why we speculate that the take private deal won't go through
Oct 24, 2024
4 min read
Sep 8, 2024
28 min read
Looking at the most recent documents leading up to the