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Lululemon $LULU Outlook
Dec 23, 2024

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
Dec 19, 2024

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

Jeff Amapps
CommentaryCommentary
Our $LWAY Thesis is done
Sep 24, 2024

Our $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

CommentaryCommentary
$LWAY beat $ONON miss but maintain
Aug 13, 2024

$LWAY beat $ONON miss but maintain

Jeff Amapps
CommentaryCommentary
Eyes On Lulu, $RCAT, VIX Feeds Families Monday
Aug 10, 2024

Eyes On Lulu, $RCAT, VIX Feeds Families Monday

Long PitchLong Pitch
$MTCH Earnings, MAU's -> Top Line Acceleration
Jul 31, 2024

$MTCH Earnings, MAU's -> Top Line Acceleration

Long PitchLong Pitch
Lifeway Foods: is Sheer Value Enough?
Jul 22, 2024

Lifeway Foods: is Sheer Value Enough?

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

Jeff Amapps
Long PitchLong Pitch
Let’s talk about everybody’s favorite shoe brand right now, On
Jul 19, 2024

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!

Jeff Amapps
CommentaryCommentary
Another $MTCH Activist Campaign, Our $0.02
Jul 16, 2024

Another $MTCH Activist Campaign, Our $0.02

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

Jeff Amapps
$10 Billion Valuation for National Security
Feb 06, 2024

$10 Billion Valuation for National Security

Jeff Amapps
Rivian's path to profitability with EV market competition growing.
Jan 16, 2024

Rivian's path to profitability with EV market competition growing.

Jeff Amapps
Private Equity's $2.3 Trillion Dry Powder, IPOs, and predictions for 2024.
Dec 29, 2023

Private Equity's $2.3 Trillion Dry Powder, IPOs, and predictions for 2024.

Jeff Amapps
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A Public Markets Note, For Students, By Students.

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A Public Markets Note, For Students, By Students.

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