Open Insights

Quad City Here We Come: Stagflation & Oil

Just How Sturdy Are the Consumers' Boats?

Walking Through RH, Failing to See the Vision

OXY's Q4, CrownRock Starts to OXY Rock

Put Pinterest on Your AI-dea Board

Review of Peloton's Qtr Results: Another Beat and Raise

Peloton's Q2 Call: It Didn't Come this Far to Only Get this Far

Our Q4 2024 Letter & Look Ahead

Happy New Year You Two Silverbacks (US & China)

Counting Another Man's Money: PTON CEO

Valaris . . . a Leap of Faith

Time to Get Pinterested