Archive

Canyon Edge - $NVDA & $CRM Earnings, "Print" vs Expectations

Canyon Edge - $NVDA & $CRM Earnings, "Print" vs Expectations

A Public Markets note, written by students, for students.

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

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

This will be our only write-up in biotech!

Long PitchLong Pitch
$KKR; Investing in the Investor

$KKR; Investing in the Investor

A member of our team just pitched KKR. Here is the pitch and his experience!

CommentaryCommentary
Consumer Sector Market Commentary

Consumer Sector Market Commentary

Talking about $GIS, $QSR, and $LULU... written with Paromartho Chaudhuri

Short PitchShort Pitch
Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

Lululemon Investment Thesis; Short $LULU Into Q1 2025 Earnings

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

CommentaryCommentary
Lululemon $LULU Outlook

Lululemon $LULU Outlook

A brief update on the view of Lululemon going into 2025

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

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

CommentaryCommentary
Our $LWAY Thesis is done

Our $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

Long PitchLong Pitch
Lifeway Foods: is Sheer Value Enough?

Lifeway Foods: is Sheer Value Enough?

We recommend buying $LWAY as we have conviction a huge quarter is upcoming

Long PitchLong Pitch
Let’s talk about everybody’s favorite shoe brand right now, On

Let’s talk about everybody’s favorite shoe brand right now, On

Everybody's wearing them, we detail why we think it's a good buy!

CommentaryCommentary
Another $MTCH Activist Campaign, Our $0.02

Another $MTCH Activist Campaign, Our $0.02

Starboard Value taps Match Group, what value can they really add?