Aside from situations where evaluations are too good to ignore, are there any other justifiable reasons to hold the stock when you believe the thesis is soundly broken?

Do you still hold long puts on ASTS and RIVN? If so how much longer do you think you’ll hold?

Has the outlook on Thryv Holdings changed after their joint marketing agreement with OOMA?

I'll be hosting a premium AMA on:

Tuesday, August 11 at 1:30 p.m. Central Time

I will post the link to the video in an email to premium subscribers and have a thread in the community chat under #General-Premium as well.

I'm collecting questions here in advance, so what do you want to discuss?

Solid results at first glance. International growth is the lowest hanging fruit and that picked up.

https://investors.transmedics.com/news-releases/news-release-details/transmedics-reports-second-quarter-2026-financial-results

https://investors.transmedics.com/static-files/37739be5-5380-451c-ba28-31164b942161

There's a new FTC lawsuit against Hims & Hers, which is why the stock is down ~15%.

The lawsuit seems pretty weak to me as someone who has used Hims. And the remedies at worst seem like a slap on the wrist.

Thoughts from any lawyers in the room?

https://www.ftc.gov/news-events/news/press-releases/2026/07/ftc-states-act-against-hims-hers-deceptive-unlawful-privacy-practices

Federal Trade CommissionFTC and States Act Against Hims & Hers for Deceptive and Unlawful Privacy PracticesThe Federal Trade Commission, joined by Utah and California, by and through Los Angeles County Counsel, today sued Hims & Hers alleging that the telehealth provider shared consumers’ sensitive

AI stocks are down again. The market is starting to ask the questions I’ve been asking for months.

I wonder if the worry is Microsoft or another hyperscalers will cut capex, or indicate slower growth in 2027, this week?

Travis, loved the video with the Oscar CEO a few months ago. Curious why you haven’t opened a position yet.