Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
REAL: A Misunderstood Tariff Beneficiary Hiding in Plain Sight
April 17, 2025, 12:09 p.m.
Market Ignores CPRI Divestment; An Opportunity For New Investors
April 13, 2025, 11:30 a.m.
Q1'25 CGC Quarterly Letter
April 6, 2025, 12:02 p.m.
Expert Call: Notes from Capital Forum's GLP-1 Compounding Legal Landscape
March 25, 2025, 2:03 p.m.
Open Letter: Lensar (LNSR) Shareholders Should Reject Alcon's (ALC) Takeover Offer
March 24, 2025, 5:09 p.m.
Updates: CPRI Divestment & BBW Earnings Opportunity + HIMS Trade Idea
March 19, 2025, 11:05 a.m.
Earnings Update: LNSR / OWLT / GENK / DAKT + SHCO
March 11, 2025, 11:15 a.m.
HIMS: Napoleon Begins His March Towards Russia?
March 3, 2025, 12:31 p.m.
🎙️ IC #4: The Future of Defense - The History, Advances, And Outlook
Feb. 27, 2025, 4 p.m.
LNSR: LENSAR Upside Into Global Clearance Looks Compelling
Feb. 24, 2025, 12:31 p.m.
Expert Calls: Former FDA CDER & Current FDA IP Lawyer's Thoughts Compounding
Feb. 18, 2025, 12:31 p.m.
Reiterating Short: HIMS CC Data Suggests Growth Massively 'Over-Indexing' Toward GLP-1s
🚩Alert on GEN Restaurant Group (GENK)
Feb. 7, 2025, 12:31 p.m.
Expert Call: FDA Lawyer's Thoughts On GLP-1 Shortage
Feb. 2, 2025, 1:02 p.m.
HIMS GLP-1 Shortage: The End is Nigh
Jan. 27, 2025, 12:31 p.m.
A Few Updates and Two Pitches
Jan. 21, 2025, 12:15 p.m.
HIMS: "A Bridge Too Far"
Jan. 12, 2025, 1:01 p.m.
Yutrepia's Launch: A Catalyst for Liquidia (LQDA)
Jan. 7, 2025, 12:31 p.m.
Q4'24 CGC Quarterly Letter
Jan. 2, 2025, 2:30 p.m.
M&A Arb: Betting Against Soho House (SHCO)
Dec. 29, 2024, 2:05 p.m.
7 Themes We're Monitoring In 2025
Dec. 24, 2024, 1:02 p.m.
Update on Recent HIMS News, MAMA Q3'24 Earnings, and Other Portfolio Changes
Dec. 22, 2024, 1:01 p.m.
🎙️ IC #3: Guest Interview with Head of Build-A-Bear's Investor Relations
Dec. 16, 2024, 4:02 p.m.
Proof is in the Pudding
Dec. 15, 2024, 1:31 p.m.
Prisoner's Dilemma: When (If?) to Run for the Exit
Dec. 13, 2024, 1:03 p.m.