Why comparing a side-by-side of just how much the U.S. spends on defense is alarming
Jan 11, 2026
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5 min read
Chart of the Week
Why a more dangerous everyday environment is allowing this stock to take advantage
Jan 5, 2026
34 min read
Longs
👉 Everything you're looking for is right here. Site navigation. 👈
Apr 16, 2024
24 min read
Sharing learning lessons from 2025 investments to not repeat them // HIMS, GENK, LQDA, REAL
Dec 30, 2025
Podcast
What we're looking at ahead of the next year, and why they matter
Dec 22, 2025
4 min read
Opinion
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Why time might be ticking for HIMS to continue exploiting its GLP-1 loophole
Oct 17, 2025
30 min read
Rehashing the math after lowering FY'25 guide
Oct 7, 2025
11 min read
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
An update on Owlet (OWLT) after a ~226% run-up
Dec 9, 2025
21 min read
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