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Free

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Short Reports While short sellers have been around since Jesse Livermore shorted the railroads in the early 1900s, short positions...

For-profit Prisons

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January 4, 2026, Vol. 256

For-profit prisons In our thematic piece, we like to discuss industries poised to see earnings inflect higher. We focus on...

Year-End Review

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December 21, 2025, Vol. 255

Year-End Review Last year’s New Year’s party proved that every relative was levered long Bitcoin and TSLA going into 2024....

Wound Care

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December 14, 2025, Vol. 254

Wound Care If you’re a wound care specialist, the following might sound overly simplified. Send us a message or get...

Trading “Investor Days”

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December 7, 2025, Vol. 253

As we roll into December, we are in a quiet period when it comes to event-driven investing. The losing stocks...

Mineral Drilling

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November 30, 2025, Vol. 252

Crypto Treasury Strategies – Update Thinking back to the summer of 2025, we hit a period where every company with...

Hong Kong Property

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November 23, 2025, Vol. 251

Hong Kong Property Long before it was popular to announce to your shareholders that you were pivoting to a bitcoin...

The No-Earnings Companies

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November 16, 2025, Vol. 250

The No-Earnings Companies Starting off this week’s theme, we were reminded of an old article by Erik that really challenged...

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