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Cracker Barrel ?!
Cracker Barrel is a company that I have followed tangentially over time, as a major shareholding of Biglari Holdings, a company those who follow the…
Sep 8
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Gerar Ali Nawab
August 2025
Biglari Holding: Steak'n Shake Shakes Things Up
For more detail on Biglari Holdings, see the original write-ups.
Aug 12
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Gerar Ali Nawab
Blend Q2 Take: Good Quarter, Guidance Disappointed the Street
Blend reported a quarter in line with prior guidance, alongside the announcement that its head of finance will be replaced.
Aug 9
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Gerar Ali Nawab
2
Herbalife Q2 Results: Transformative Product Releases
Herbalife reported Q2 earnings in line with prior guidance.
Aug 9
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Gerar Ali Nawab
Earnings Round-Up: Semrush & Fulgent
In this article I cover the recent earnings reports of two companies I have written about previously.
Aug 5
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Gerar Ali Nawab
July 2025
GAIA – A Niche Streaming Leader with Underappreciated Value
GAIA is essentially a new age Netflix, focusing on topics like alternative medicine, alien encounters, meditation, manifesting, and Atlantis.
Jul 28
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Gerar Ali Nawab
1
Semrush: Navigating the Marriage of AI and Search
Semrush currently trades at approximately 3x revenue and holds around $260 million in cash, a substantial portion of its $1.3 billion market…
Jul 16
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Gerar Ali Nawab
Two High-Margin Growth Stories Trading at a Discount
Two High-Margin Growth Stories Trading at a Discount
Jul 7
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Gerar Ali Nawab
June 2025
Fulgent Genetics: Cash-Rich and Underappreciated
Fulgent Genetics is a pharma and medical diagnostics company with one of the most interesting balance sheets I’ve seen in a while.
Jun 9
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Gerar Ali Nawab
1
End of Week Round-Up: Chegg and Biglari Holdings
As the week comes to a close, I wanted to revisit two of the companies I’ve covered previously and share updated views in light of recent developments.
Jun 7
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Gerar Ali Nawab
2
May 2025
Chegg's Q1 Results: Dead Business or Delivering Value?
Today I will review Chegg’s Q1 2025 results.
May 12
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Gerar Ali Nawab
1
1
Blend Labs Strong Q1 Results
Highlights and Commentary
May 9
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Gerar Ali Nawab
1
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