A Bunch of Quick Position Updates

🎙️ IC #5: Can PTON Sail Again? w/Alex Morris

M&A Arb: Dick's Sporting Goods (DKS) Acquires Foot Locker (FL)

HIMS: The Tough 'Ask' for Filling the GLP-1 Void

REAL: Q1'25 Earnings Shows Oversold +35% Reversal in 3 Weeks

HIMS Q1'25 Earnings Leaves Investors In A Holding Pattern

Company Meeting Notes from Planet Microcap Conference 2025

REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight

Market Ignores CPRI Divestment; An Opportunity For New Investors

Q1'25 CGC Quarterly Letter

Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape

Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer

Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea

Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO

HIMS: Napoleon Begins His March Towards Russia?

🎙️ IC #4: The Future of Defense - The History, Advances, And Outlook

LNSR: LENSAR Upside Into Global Clearance Looks Compelling

Expert Calls: Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding

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

🚩Alert on GEN Restaurant Group (GENK)

Expert Call: FDA Lawyer's Thoughts On GLP-1 Shortage

HIMS GLP-1 Shortage: The End is Nigh

A Few Updates and Two Pitches

HIMS: "A Bridge Too Far"

Yutrepia's Launch: A Catalyst for Liquidia (LQDA)