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Our Q1 2025 Letter & Look Ahead
April 21, 2025
Apr 21
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Our Q1 2025 Letter & Look Ahead
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The Market Beatings Will Continue, Until Morale Improves
April 4, 2025
Apr 4
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The Market Beatings Will Continue, Until Morale Improves
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March 2025
Can Trump and the Market Thread this Needle?
March 30, 2025
Mar 30
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10
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Can Trump and the Market Thread this Needle?
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Quad City Here We Come: Stagflation & Oil
March 21, 2025
Mar 21
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12
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Quad City Here We Come: Stagflation & Oil
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Just How Sturdy Are the Consumers' Boats?
March 14, 2025
Mar 14
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Just How Sturdy Are the Consumers' Boats?
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Walking Through RH, Failing to See the Vision
February 28, 2025
Mar 1
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13
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Walking Through RH, Failing to See the Vision
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February 2025
OXY's Q4, CrownRock Starts to OXY Rock
February 24, 2025
Feb 24
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8
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OXY's Q4, CrownRock Starts to OXY Rock
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Put Pinterest on Your AI-dea Board
February 15, 2025
Feb 15
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Open Insights
2
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Put Pinterest on Your AI-dea Board
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Review of Peloton's Qtr Results: Another Beat and Raise
February 10, 2025.
Feb 10
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4
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Review of Peloton's Qtr Results: Another Beat and Raise
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January 2025
Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far
January 31, 2025
Jan 31
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4
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Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far
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Our Q4 2024 Letter & Look Ahead
January 25, 2025
Jan 25
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25
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Our Q4 2024 Letter & Look Ahead
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Happy New Year You Two Silverbacks (US & China)
January 10, 2024
Jan 10
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11
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Happy New Year You Two Silverbacks (US & China)
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