Oct 17, 2025
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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?
Jun 5, 2025
21 min read
SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS
Mar 3, 2025
4 min read
Post-Q4 Earnings Commentary
Feb 18, 2025
29 min read
Previous estimates for GLP-1 contribution may have been seriously underestimated
Feb 7, 2025
12 min read
Why recent information has made us question the accuracy of unit history in filings
Jan 27, 2025
24 min read
An update on the semaglutide shortage + what happens after?
Jan 12, 2025
17 min read
Why we've decided to flip short on Hims and Hers Health (HIMS)
Aug 16, 2024
9 min read
Updated commentary on Red Cat and Weight Watchers post-earnings
