Opinion

Understanding "Risk" From One of the Greats — Howard Marks

What one of the best investors on Wall Street has to say about "risk" and what we can learn from it

NVO's Pressure Forces HIMS to Pivot

What both bulls and bears need to understand is the financial impact of HIMS pivoting hard from the compounded GLP-1 strategy

HIMS: Napoleon Watches Moscow Burn

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.

Our 6 Investment Themes for 2026

What we're looking at ahead of the next year, and why they matter

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

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

HIMS: Another (Misleading) GLP-1 PR Claim

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

Company Meeting Notes from Planet Microcap Conference 2025

Summarized notes from our conversation with 13 microcap companies

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

ALC is getting a sweetheart deal and grossly undervalues LNSR

🚩Alert on GEN Restaurant Group (GENK)

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

7 Themes We're Monitoring In 2025

+ our shortlist of stocks currently on our radar

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

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

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

Encouraging patient outcomes from HIMS compounded GLP-1 offerings

Negative Equity Fallout

Winter is Coming