Cadeler A/S
Cadeler (CDLR) is the world’s largest pure-play owner-operator of wind turbine installation vessels, listed in Oslo and on the NYSE.
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Knight Therapeutics INC
Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…
Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…
United States Brent Oil Lp
United States Brent Oil Fund LP (BNO) is a bullish trade via shares, call options or a July $60–$70 call spread.
