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HIMS: Andrew Dudum. The "Teflon Don" of Telehealth

Oct 17, 2025

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30 min read

HIMS: Andrew Dudum. The "Teflon Don" of Telehealth

Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole

Paul Cerro
Paul Cerro
HIMS: Another (Misleading) GLP-1 PR Claim

Jun 17, 2025

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18 min read

HIMS: Another (Misleading) GLP-1 PR Claim

Why Andrew's recent Tweet is misleading and also, maybe self-incriminating?

Paul Cerro
Paul Cerro
Company Meeting Notes from Planet Microcap Conference 2025

Apr 28, 2025

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49 min read

Company Meeting Notes from Planet Microcap Conference 2025

Summarized notes from our conversation with 13 microcap companies

Paul Cerro
Paul Cerro
Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

Mar 24, 2025

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5 min read

Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

ALC is getting a sweetheart deal and grossly undervalues LNSR

Paul Cerro
Paul Cerro
🚩Alert on GEN Restaurant Group (GENK)

Feb 7, 2025

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12 min read

🚩Alert on GEN Restaurant Group (GENK)

Why recent information has made us question the accuracy of unit history in filings

Paul Cerro
Paul Cerro
7 Themes We're Monitoring In 2025

Dec 31, 2024

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4 min read

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

Paul Cerro
Paul Cerro
7 Themes We're Monitoring In 2025

Dec 24, 2024

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3 min read

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

Paul Cerro
Paul Cerro
Prisoner's Dilemma: When (If?) to Run for the Exit

Dec 13, 2024

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13 min read

Prisoner's Dilemma: When (If?) to Run for the Exit

Investors currently facing tough decisions heading into the end of the year

Paul Cerro
Paul Cerro
HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT

Oct 30, 2024

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4 min read

HIMS: Analyzing the New Weight Loss Paper + Updated Model and PT

Encouraging patient outcomes from HIMS compounded GLP-1 offerings

Paul Cerro
Paul Cerro

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Multi-strategy equity research focused on L/S, M&A Arb, and other Special Situations.

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