Somnigroup International ($SGI) is an Asymmetric Bet

Valuation Dislocation in a Quality Compounder, Base Case PT of $88

A Farewell (For now)

Taking a look at our biggest winners and losers and taking some time to reflect

Akero Therapeutics $AKRO, Efruxifermin trials, and why we think Gilead Sciences may be an acquirer

This will be our only write-up in biotech!

$KKR; Investing in the Investor

My experience pitching KKR in a stock pitch competition

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

We hold a price target of $304, implying an 18% Downside

Lululemon $LULU Outlook

A brief update on the view of Lululemon going into 2025

A Once Successful Event Driven Trade: Red Cat Holdings, Looks Attractive

We take a look at $RCAT and seem to like the stock at these prices

My $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

$LWAY beat $ONON miss but maintain