Here are a few of my completed long/short pitches and the models behind them. I’d love to hear your thoughts.

Gitlab Inc (NASDAQ: GTLB)
October 22, 2025

Synopsys Inc (NASDAQ: SNPS)
April 23, 2025

Carnival Corp (NYSE: CCL)
March 20, 2025

Cava (NYSE: CAVA)
March 14, 2025

Gigacloud Technology (NASDAQ: GCT)
January 2, 2026

Expedia (NASDAQ: EXPE)
February 3, 2025