Archive - Incremental Edge

Royalty Pharma (NASDAQ: RPRX)

A biopharma royalty leader with a terminal value debate

Nov 16, 2024 •

Incremental Edge

1

March 2024

[Deep Dive] Long Unity Software (NYSE: U)

Mismanaged and undermonetized leader about to be turned around

Mar 24, 2024 •

Incremental Edge

1

3

February 2024

Short CAVA

My first short pitch ever - 2.96x Reward/Risk & 18.5% 3Y IRR

Feb 25, 2024 •

Incremental Edge

3

November 2023

Deepdive: Long Veralto (NYSE: VLTO)

21.6% 3-Year IRR | 2.2x Base Reward/Risk | 4.9x Bull Reward/Risk

Nov 10, 2023 •

Incremental Edge

3

7

Elevator Pitch: Long Veralto (NYSE: VLTO)

Best-in-class capital allocator with 6x more FCF after spin-off

Nov 10, 2023 •

Incremental Edge

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