Let’s go back to the housing market of 2021. A year into Covid we were still stuck at home flattening...

After 2 in-depth thematic pitches in the last month (Senior Living Facilities and Private Prisons) we wanted to dive into...

In 2023, we introduced the silver tsunami to the KEDM crowd as a long-term trend. We pondered whether the right...

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

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

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

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