Longs
+2
Nov 13, 2025
•
25 min read
Going over earnings and our thoughts given updated information
Special Situation
+1
Oct 21, 2025
11 min read
Why prioritizing deleveraging alone leads to unrealized equity appreciation
Sep 8, 2025
23 min read
An update on DKS/FL, LNSR and new ideas for PRPL and LE
Bankruptcy
Aug 25, 2025
22 min read
Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
+3
Jun 5, 2025
21 min read
SHCO, LNSR, LQDA, CPRI, GENK, DKS, and HIMS
Apr 13, 2025
10 min read
Why we still think CPRI shareholders can make an outsized return from selling Versace
Mar 19, 2025
18 min read
Taking a look at the CPRI trade w/ new info and why BBW is looking good after that earnings print
Jan 21, 2025
24 min read
Going over SHCO, LQDA, Capri (CPRI), Tile Shop (TSSH), and the FDA.
Nov 17, 2024
12 min read
Portfolio Update #8
Merger Arb
Sep 8, 2024
28 min read
Looking at the most recent documents leading up to the
May 8, 2024
33 min read
Rebuttals against core complaints, backed by data and research
Mar 25, 2024
What's taking so long for the deal to close (or not)?
Feb 12, 2024
Recap on Interactive Strength (TRNR), Inspire Veterinary Partners (IVP) and iRobot (IRBT) with an update on Capri Holdings (CPRI)
Event-Driven
Jul 23, 2023
8 min read
Dissecting a U.S. Army contract that could reshape the future of Red Cat Holdings
