In this solo update, host Andrew Walker revisits his three 2025 stock ideas (disclosure: long all three!): Sage Therapeutics (SAGE; podcast here, open letter here), Keros Therapeutics (KROS; podcast here, open letter here), and Full House Resorts (FLL; idea of the year podcast here). He breaks down Sage’s acquisition by SUPN and the chance of a higher bid from Biogen, discusses Keros’ announced capital return, and digs into why Full House Resorts has lagged so far despite promising insider buying and strong project progress. Andrew also highlights why active shareholder engagement still matters and how insider moves can reveal conviction.
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