Opinion
Sep 14, 2026
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7 min read
Taking a look at the number of companies fitting a strict screen
Jul 5, 2026
23 min read
Summarized notes from our conversation with 12 microcap companies
May 15, 2026
6 min read
Why a recent post from a fellow portfolio manager got us thinking about the current FOMO environment, and why staying the course "generally" works out in the long term
Mar 15, 2026
15 min read
What one of the best investors on Wall Street has to say about "risk" and what we can learn from it
Mar 10, 2026
14 min read
What both bulls and bears need to understand is the financial impact of HIMS pivoting hard from the compounded GLP-1 strategy
+1
Feb 9, 2026
13 min read
Why we think Andrew's push deep into compounding GLP-1 land (Russia) has now reached its peak, and the drop is looking like quite the tumble.
Dec 22, 2025
4 min read
What we're looking at ahead of the next year, and why they matter
Oct 17, 2025
30 min read
Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Jun 17, 2025
18 min read
Why Andrew's recent Tweet is misleading and also, maybe self-incriminating?
Apr 28, 2025
49 min read
Summarized notes from our conversation with 13 microcap companies
Longs
Mar 24, 2025
5 min read
ALC is getting a sweetheart deal and grossly undervalues LNSR
Feb 7, 2025
12 min read
Why recent information has made us question the accuracy of unit history in filings
Dec 24, 2024
3 min read
+ our shortlist of stocks currently on our radar
Dec 13, 2024
Investors currently facing tough decisions heading into the end of the year
Oct 30, 2024
Encouraging patient outcomes from HIMS compounded GLP-1 offerings
Dec 21, 2023
Dec 24, 2022
