1/8/2026

Physitrack (PTRK): The Thesis Still Holds

12/18/2025

Sleep Cycle (SLEEP): Major SDK Licensing Deal Announced

12/9/2025

Embracer Group (EMBRACB): 30% Drop Reveals an Attractive Implied Coffee Stain Valuation

12/5/2025

Physitrack (PTRK): Extremely Favorable Risk-Reward Situation

11/26/2025

Embracer (EMBRACB): Unleashing the GOAT

11/26/2025

Physitrack (PTRK): Strategic Restructuring Aligns With Long-Term Value Creation

11/14/2025

Embracer (EMBRACB): Soft Quarter Ahead of CSG Spin-Off

10/24/2025

Physitrack (PTRK): Market Misses the Cash-Flow and SaaS Quality Shift - Earnings comment

10/24/2025

Sleep Cycle (SLEEP): Diversification Gaining Momentum, but Capital Allocation Now Critical - Earnings comment

10/17/2025

Better Collective (BETCO): Unlicensed Exposure on HLTV.org