Subscribe to receive short ideas in your inbox: Email Address Sign Up Thank you! Chris Drose 5/14/25 Chris Drose 5/14/25 Aurora Innovation (AUR): Highway Robbery Read More Chris Drose 2/25/25 Chris Drose 2/25/25 Rocket Lab (RKLB): We Think It’s Gonna Be a Long, Long Time Read More Chris Drose 11/7/24 Chris Drose 11/7/24 Gevo (GEVO): Fuel Me Once… Read More Chris Drose 9/5/24 Chris Drose 9/5/24 Fitell (FTEL): No Pump In This Gym Equipment Reseller Read More Chris Drose 8/6/24 Chris Drose 8/6/24 Gogo (GOGO): Coming Down To Earth Read More Chris Drose 7/25/24 Chris Drose 7/25/24 Dave, Inc (DAVE): 100% Downside Possible As The Regulatory Heat Turns Up The Heat On This Lender Read More Chris Drose 5/23/24 Chris Drose 5/23/24 Lithium Americas (LAC): From Dust To Dust Read More Chris Drose 4/3/24 Chris Drose 4/3/24 Sealed Air (SEE): A Melting Ice Cube Hiding In Plain Sight Read More Chris Drose 1/17/24 Chris Drose 1/17/24 LuxUrban Hotels (LUXH): The Bed Sheets Should Be Made Out Of Red Flags Read More Chris Drose 12/6/23 Chris Drose 12/6/23 NextNav (NN): Geolocation Data Firm Navigating Into Choppy Waters Read More Chris Drose 11/15/23 Chris Drose 11/15/23 PureCycle: “It Looks As Bad As It Smells” Read More Chris Drose 11/3/23 Chris Drose 11/3/23 PureCycle’s (PCT) Failure To Launch Read More Chris Drose 10/17/23 Chris Drose 10/17/23 LL Flooring Holdings (LL): Live Ventures Deal Should Be Treated As Dead On Arrival Read More Chris Drose 9/28/23 Chris Drose 9/28/23 Upstart (UPST): A Jump Start On The Road To Financial Hell Read More Chris Drose 9/8/23 Chris Drose 9/8/23 SmartRent (SMRT): This Could Be A Lock To Go To Zero Read More Chris Drose 8/31/23 Chris Drose 8/31/23 Atlas Lithium (ATLX): Here Comes The Dump Read More Chris Drose 7/12/23 Chris Drose 7/12/23 374Water (SCWO): Delays, Delays, Delays and an Update From Down Under Read More Chris Drose 6/29/23 Chris Drose 6/29/23 374Water (SCWO): A “ShitCo” Set To Circle The Drain Read More Chris Drose 5/18/23 Chris Drose 5/18/23 ArcBest (ARCB): The Story of the Deal That Ain’t Gonna Happen, The Bailout You’ve Never Heard Of, and A Fight Over $5 Billion In Profits Read More Chris Drose 5/4/23 Chris Drose 5/4/23 Atlas Lithium (ATLX): First Comes The Pump… Now Here Comes The Dump Read More Older Posts
Chris Drose 2/25/25 Chris Drose 2/25/25 Rocket Lab (RKLB): We Think It’s Gonna Be a Long, Long Time Read More
Chris Drose 9/5/24 Chris Drose 9/5/24 Fitell (FTEL): No Pump In This Gym Equipment Reseller Read More
Chris Drose 7/25/24 Chris Drose 7/25/24 Dave, Inc (DAVE): 100% Downside Possible As The Regulatory Heat Turns Up The Heat On This Lender Read More
Chris Drose 4/3/24 Chris Drose 4/3/24 Sealed Air (SEE): A Melting Ice Cube Hiding In Plain Sight Read More
Chris Drose 1/17/24 Chris Drose 1/17/24 LuxUrban Hotels (LUXH): The Bed Sheets Should Be Made Out Of Red Flags Read More
Chris Drose 12/6/23 Chris Drose 12/6/23 NextNav (NN): Geolocation Data Firm Navigating Into Choppy Waters Read More
Chris Drose 10/17/23 Chris Drose 10/17/23 LL Flooring Holdings (LL): Live Ventures Deal Should Be Treated As Dead On Arrival Read More
Chris Drose 9/28/23 Chris Drose 9/28/23 Upstart (UPST): A Jump Start On The Road To Financial Hell Read More
Chris Drose 7/12/23 Chris Drose 7/12/23 374Water (SCWO): Delays, Delays, Delays and an Update From Down Under Read More
Chris Drose 6/29/23 Chris Drose 6/29/23 374Water (SCWO): A “ShitCo” Set To Circle The Drain Read More
Chris Drose 5/18/23 Chris Drose 5/18/23 ArcBest (ARCB): The Story of the Deal That Ain’t Gonna Happen, The Bailout You’ve Never Heard Of, and A Fight Over $5 Billion In Profits Read More
Chris Drose 5/4/23 Chris Drose 5/4/23 Atlas Lithium (ATLX): First Comes The Pump… Now Here Comes The Dump Read More
