Archive - Outlier Capital

The Most Misunderstood Company in the Market: $UPWK

Understanding the $UPWK Bull Thesis

Dec 14, 2025 • Matt Scott

November 2025

It's About to Get Ugly for $CVNA

A deep dive on the Carvana short thesis

Nov 25, 2025 • Matt Scott

The Current Macro Environment

It's deeper than AI Bubble/No AI Bubble

Nov 19, 2025 • Matt Scott

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