Launched Weekly Snacks ~6 months ago to bring new ideas to investors. Thought it would have grown faster but perhaps people don't see the real value. In today's post, I share how the 97 ideas I've sent have performed since posting. The results are 💯! https://t.co/qPBEd1sKw1

A quick 2024 win story to share I took a chance earlier in the year to start charging for the equity research that I've put out in the prior two years via @cedargrovecm and looking back, it's been very rewarding. As of market close Friday, the multi-strategy portfolio is up

$RCAT Update #2 Looks like they won the contract (link below)! However, I'm completely stunned that the stock is anemic post the news. Literally it only went down. Perhaps people are waiting for the town hall? That it's at 5 years for right now and subject to change? Possible

Weekly Snacks #40 is out now! This week we published on - Build-a-Bear $BBW - Green Brick Partners $GRBK - PetMed Express $PETS - Venture Capital Trinity - What happens post-Trump victory Click through, have a read, and be sure to subscribe! It's free! https://t.co/MFE4abzEva

Weekly Snacks #39 is out now! This week we published on - L'Oreal OR . PA - Tesla $TLSA - Adult cannabis use in FL - Seriousness disappearing from society - Datacenters and Nuclear Power Click through, have a read, and be sure to subscribe! It's free! https://t.co/NShX1CzMWW

Bringing back our Weekly Snacks, we're now out with letter #38. This week we have a few good investment pitches in the fitness, toys, and credit space. - Peloton $PTON - Games Workshop $GAW - Credit Bureau Asia $TCU Additional research + podcasts available via link in bio

With so much positive feedback and new followers this week regarding my $HIMS coverage, I want to try one last time for people to get access and read the report so you are a) informed by what's actually going on b) finally understand my position so you're not guessing into the

Appreciate the comment from @herbgreenberg this morning on $HIMS! As someone who's read my research, he can attest to the quality. Getting the right information, even when it doesn't fit your narrative/position is still critical to investing. Link to the quoted research below

Weekly Snacks #37 came out over the weekend. Equity pitches discussed: - Hims $HIMS - Wise $WISE - Gogo $GOGO - Zebra Technologies $ZBRA *If you're tagged, you're mentioned* Additional research and tweets via link 🔗: https://t.co/uLDVDKipft

Hims $HIMS is reporting earnings tomorrow after the bell and the last few days have sent the stock down 18% on various news and market events. A name I know well, I decided to share my updated thoughts and model assumptions prior to ER. In the below post, I go over - How recent

Weekly Snacks #36 came out over the weekend. Equity pitches discussed: - Loungers $LGRS - Auto Partner $APR - Innovative Solutions $ISSC - Hims $HIMS *If you're tagged, you're mentioned* Additional research and tweets via link 🔗: https://t.co/UGIbTNfULy

Sahm Rule just got triggered based on July unemployment 🚨 .53 Sahm Rule hasn't ever been wrong in predicting a recession (yet)

Weekly Snacks #35 came out over the weekend. Equity pitches discussed: - Watches of Switzerland $WOSG - K2A AB $K2A - Dave $DAVE - Red Cat Holdings $RCAT *If you're tagged, you're mentioned* Additional research and tweets via link 🔗: https://t.co/5uiw8gjEZs

I am LONG Red Cat Holdings $RCAT as an event-driven trade. $RCAT is a finalist for a nearly $500M U.S. Army drone contract that is currently multiples the size of its market cap. I believe that should they win, the upside could be nearly +200% from today's prices. 1/

Weekly Snacks #34 came out over the weekend. Equity pitches discussed: - Atkore International $ATKR - Alico $ALCO - Pinterest $PINS - Mama's Creations $MAMA *If you're tagged, you're mentioned* Additional research and tweets via link 🔗: https://t.co/Uh8xnMayYU

Weekly Snacks #33 came out over the weekend. Equity pitches discussed: - Red Cat Holdings $RCAT - Willscot Home Mini $WSC - Advance Auto Parts $AAP - GEN Restaurant $GENK Additional research, tweets, and podcasts via link 🔗: https://t.co/cr1KgcdELf

Really excited to share with you all this week's pitches, research, and interesting tweets. If you haven't already, sign up for free via the link below to get them in your inbox. https://t.co/KW0FI9Qseb

@weeklysnacks coming back this weekend! Stay tuned for new updates 🎉

Had a really good conversation last night on $HIMS. Appreciate having @AndySalamon join and share his thoughts as a co-founder of the company. We went over: - Common TAM misconceptions - Future treatment through telehealth - GLP-1 and weight loss misnomers - What makes the

Everyone else: "You're completely sure of the math?" Retail investors: "Look at him, that's my quant." Everyone else: "Your what?" Retail investors: "My quantitative. My math specialist. Look at him, you notice anything different about him? Look at his face. Look at his eyes,

I'm long GEN Restaurant Group $GENK and believe the company is in the early innings of a multi-year expansion story that has yet to be recognized by the broader market Based on my assumptions, the returns could be in excess of 100 - 200% over the next few years 🔗: