Sep 30, 2025
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19 min read
Boil, Filter, Conquer
A. O. Smith’s Boring Products, Beautiful Margins, and Unkillable Business Model
Sep 19, 2025
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18 min read
Twinkies, Treats, and Terminal Decay
The pet segment’s rotting, the snacks are stale, and the cold coffee hasn’t even launched.
Sep 14, 2025
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19 min read
Locked, Loaded... and Lagging?
Smith & Wesson aims for a turnaround, but hits some blanks along the way
Aug 29, 2025
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19 min read
From Meme to Machine
Robinhood Plans on Turning Degens Into Lifelong Customers
Aug 11, 2025
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17 min read
Magneto Would Approve
MP’s magnet plant isn’t just a factory but a money printer wrapped in a Department of Defense contract.