Company Notes

ai

South Korea Attacks

,   and  Kris Tuttle

July 6, 2026

Company Notes

Love for Metal Benders

,   and  Kris Tuttle

June 25, 2026

Company Notes

SpaceX $SPCX Our New View

,   and  Kris Tuttle

June 16, 2026

ai

Cerebras: The World on a Wafer

,   and  Kris Tuttle

May 8, 2026

Company Notes

A Fund and a Fee Share

,   and  Kris Tuttle

April 28, 2026

Company Notes

Yesway is at Least a Maybe

,   and  Kris Tuttle

April 21, 2026

Company Notes

Madison Air Must Have Inhaled

,   and  Kris Tuttle

April 16, 2026

Company Notes

Aevex: Small Drones at Scale

,   and  Kris Tuttle

April 15, 2026

Spinoff

I Like Ice Cream

,   and  Kris Tuttle

February 19, 2026

Company Notes

DAT Question for Clear Street

,   and  Kris Tuttle

February 11, 2026

Company Notes

Bob's Very Overpriced Furniture

,   and  Kris Tuttle

February 2, 2026

Spinoff

Versant: Buy After the Belly Flop

,   and  Kris Tuttle

January 14, 2026

Company Notes

Lumexa Imaging $LMRI

,   and  Kris Tuttle

December 15, 2025

Company Notes

Tired Bunny

,   and  Kris Tuttle

November 21, 2025

Company Notes

Gloo Holdings

,   and  Kris Tuttle

November 18, 2025

Consumer

StubHub is Scrappy but...

,   and  Kris Tuttle

September 16, 2025