Shorts

Fear-Based Investing - Part 1 // +226%

An update on Owlet (OWLT) after a ~226% run-up

IPO Notes: Gloo Holdings (GLOO) Nosebleed Valuation is Higher Than Heaven

Why we think this new IPO is doomed to fail

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?

A Bunch of Quick Position Updates

SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS

HIMS: Napoleon Begins His March Towards Russia?

Post-Q4 Earnings Commentary

Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s

Previous estimates for GLP-1 contribution may have been seriously underestimated

🚩Alert on GEN Restaurant Group (GENK)

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

HIMS GLP-1 Shortage: The End is Nigh

An update on the semaglutide shortage + what happens after?

HIMS: "A Bridge Too Far"

Why we've decided to flip short on Hims and Hers Health (HIMS)

Performance Update: RCAT +53%; WW +84%

Updated commentary on Red Cat and Weight Watchers post-earnings

IPO Notes: FLY-E Group Pricing Looking A Little Too Rich

Why I decided to pass on this micro-cap IPO

DPZ: Domino's Risk Reward Post +42% Rebound Isn't Worth It

WW Update: Survey Says, More Pain Ahead

Recent ER suggests there's more pain to come in this pivot-play

Weight Watchers International: Dreams & Aspirations

Why Weight Watchers pivot to GLP-1s is anything but realistic

🚀 SPCE Coming Back Down to Earth

Despite Virgin Galactic's recent string of good news, this over-the-moon valuation cannot be justified

The Honest Co. (HNST), is Honestly Overvalued

Why Jessica Alba's eco-friendly consumer brand is not worth its current valuation

My first short idea: Chewy, Inc (CHWY)

Why this howling pet company will be losing steam in a post-pandemic world