The Medifast Fitness plan

How we're going to ride Steamboat's Activist play.

Flipping FIGS from take private -> $5B

SalesForce is the most oversold SaaS stock.

What they need to clean up so this is an obvious buy for everyone.

Warby Parker Isn't a $3B stock.

Turning $100m Stock buy backs into properly invested dollars.

Slugging Crocs from $6B -> $12B

How we're riding high and taking Crocs to the next level.

Reaccelerating Yeti to $10B

Yeti is 1 of the best consumer brands of this generation. And it still underperforms the S&P.

Rent the Runway will be bankrupt by New Years

You can't lose $6/item rented and be a real biz.

Will Jennifer Garner's baby food IPO collapse?

Once Upon a Farm ($796M) is paying rent on 3,400 fridges it doesn't own.

The ‘26 Top 100 Shopify Apps Report for $10m Brands

Our awesome new dashboard now filters to only $10m+ brands.

Flipping ELF from -70% -> the Gen Z L'Oreal

Black Rifle Coffee Company

$398M in revenue. $4.3M in cash. Margin collapsing. BRCC's FY2025 is a masterclass in what not to do.

Diving into SpaceX's Sci-Fi S1

And how TF this thing could possible get to $2T.