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LYFT: 27% in a month, where to from here?
LYFT played out much earlier than I expected, easy money has been made but there is another leg to this story.
Sep 14
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The Buyside Guy
1
Keurig Dr Pepper’s Spin-Off: Worth Owning in pieces?
KDP announced an acquisition offer for JDEP post which KDP will spinoff its coffee & beverage business to its shareholders
Sep 1
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The Buyside Guy
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August 2025
Regeneron: From Loved to Hated Biotech — Opportunity Ahead?
The healthcare tilt your portfolio might need
Aug 24
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The Buyside Guy
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LYFT: Too obvious of a trade
LYFT has become too obvious of a takeover target either by DASH or another AV player: AMZN TSLA
Aug 17
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The Buyside Guy
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Hear me out on KVUE: Part II
Thesis just got stronger, reiterating a special action on divestiture soon!
Aug 10
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The Buyside Guy
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3
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CHE: A Clean Trade in a Messy Story
Cap issue is temporary and fixable. Buybacks likely. Lack of analyst coverage = mispricing. Q4 sets up the reset.
Aug 3
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The Buyside Guy
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1
July 2025
Buyside earnings setup on RDDT!
Quick setup details on what buyside bar is on RDDT earnings
Jul 26
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The Buyside Guy
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Hear Me Out on KVUE
There's a real short term catalyst here and way too many co-incidences to ignore (Trust me and read!)
Jul 19
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The Buyside Guy
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Reddit (RDDT): Bears Are Screaming, But I Call BS — Here's Why This Stock Works
Logged-out panic, AI upside, and real ad levers — here’s what the market’s missing.
Jul 14
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The Buyside Guy
2
1
💸💰SoFi: The Digital Bank That’s Actually Doing It Right
SoFi’s building a full-service digital bank with killer rates, no fees, and easy access to loans, investing, and crypto (coming soon). Upside from…
Jul 6
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The Buyside Guy
1
June 2025
💊 McKesson: A Dominant Drug Distributor with a Hidden Catalyst
TL;DR: A dominant drug distributor with stable cash flows and a spin-off catalyst—great business, just not on sale (yet).
Jun 28
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The Buyside Guy
1
How the Average Person Can Build Wealth — Without Being a Genius
You don’t need to be a genius — just invest in them.
Jun 26
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The Buyside Guy
1
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