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SCR / MEG / CVE Who's Willing to Go OVER THE TOP
September 12, 2025
Sep 12 • 
Open Insights
4
IAC: A Bento Box for Half Off
September 2, 2025
Sep 2 • 
Open Insights
8

August 2025

MEG/SCR/CVE: Now the REAL BIDDING Starts
August 25, 2025
Aug 25 • 
Open Insights
6
Two Updates post-OXY Q2 Review: FCF and LCV
August 22, 2025
Aug 22 • 
Open Insights
6
OXY's Q2 Review: Let the Value Capture Begin
August 16, 2025
Aug 16 • 
Open Insights
6
The Intern Buys an NBA Team . . . for pennies on the dollar.
August 12, 2025
Aug 12 • 
Open Insights
7
3
PELOTON's Poised to Moon
August 8, 2025
Aug 8 • 
Open Insights
6

July 2025

Our Q2 2025 Letter & Look Ahead
July 25, 2025
Jul 25 • 
Open Insights
10
3
Nike: Our Intern Takes the Shoe Dog for a Walk
July 16, 2025
Jul 16 • 
Open Insights
4

June 2025

Our Intern Makes Lemonade out of Lululemon
June 29, 2025
Jun 29 • 
Open Insights
9
1
A Trifecta: Reasons the US Would Attack Iran
June 19, 2025
Jun 19 • 
Open Insights
13
Iran / Israel War - In for a Penny, In for a Pound
June 13, 2025
Jun 13 • 
Open Insights
16
1
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