Commentary

Market or Sector Commentary

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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!

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Consumer Sector Market Commentary

Consumer Sector Market Commentary

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

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Lululemon $LULU Outlook

Lululemon $LULU Outlook

A brief update on the view of Lululemon going into 2025

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Our $LWAY Thesis is done

Our $LWAY Thesis is done

Danone offers to buy Lifeway at $25/share

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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?