Legal and regulatory concerns are weighing on MITK, but it's worth betting the market is overreacting
A look at the risks and rewards of SOTP cases, plus commentary on two current plays
MLNK has soared so far in 2023, but a closer look suggests downside ahead
A quick update on two short ideas from November
The end of the world as we know it. What a likely sea change in the American labor market means for the restaurant business
BURL's gains since November aren't as illogical as they seem — but the optimism is still too much
Netflix might well replace cable TV. But is that enough to hold the stock?
A closer look at FSTR shows a strong valuation, secular tailwinds, and a decent chance to double (or more).
These five companies face a year of real significance.
A list of our recent Twitter content

December 2022

In a wild year, these stocks stuck out — for better and for worse
A look back at 2022, in which society and the market returned toward normalcy