Archive - Adventures in Burning & Compounding

$PSNL: Cancer Diagnostic Company On the Cusp of a Dramatic Inflection

$520M EV cancer testing co with a path to $100M EBIT in 2029 from a product that is less than 1% of their sales today. Deeply underestimated, $PSNL has…

Oct 7 •

Rush

June 2025

Blend Labs ($BLND) Turnaround of a Lifetime

A digital tollbooth on the flow of money between institutions and their customers.

Jun 22 •

Rush

Introducing SecurityAnalysis.ai

Documenting My Adventures in Burning & Compounding

Jun 1 •

Rush

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