Why prioritizing deleveraging alone leads to unrealized equity appreciation
Oct 21, 2025
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11 min read
Special Situation
+1
Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 17, 2025
30 min read
Opinion
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
24 min read
Rehashing the math after lowering FY'25 guide
Oct 7, 2025
Longs
An open discussion on the opportunity with SNWV
Oct 2, 2025
4 min read
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Why we're excited about a small(ish) company in Maple Leaf country
Aug 11, 2025
22 min read
Why a slimmed down version of Weight Watchers might be poised to take on the next stage of weight loss
Aug 25, 2025
Why we've decided to look at this opportunity after an >50% drawdown from recent highs
Apr 17, 2025
26 min read
Post-Q4 Earnings Commentary
Mar 3, 2025
Why we're bullish on Sanuwave Health, and why a post-Q2 earnings pullback makes for a compelling opportunity to potentially >2x
Sep 22, 2025
6 min read
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