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Mike H

Mike H
Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues5SubscribersRead valuepharmd.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Holiday Demand Check-In: What Amazon Data Says About Byrna Heading Into 2026

Q4 is Byrna’s ($BYRN) most important quarter. Holiday buying drives the strongest revenue of the year, which provides an opportunity to assess the real health of demand across Byrna’s product mix and the broader self-defense category.

3 months ago
1
0

A Shot at Safety: How Byrna ($BYRN) Is Redefining Self-Defense

Americans are living through one of the safest periods in decades—and yet, they’ve rarely felt more at risk. Violent crime fell 4.5% in 2024, including a 15% decline in murders, according to the FBI’s latest Uniform Crime Report. But fear h...

4 months ago
2
0

Vision Unlocked: Why I’m Doubling Down on Oculis ($OCS)

When I first wrote about Oculis Holding in my initial Substack post, I built my model on an intentionally ultra-conservative baseline.

4 months ago
5
0

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  • Mike H
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