Calls
3
Kyle Mowery
GrizzlyRock Capital
Win Rate
33.3%
return
-13.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 14
$38.58
+0.4%
Sanida is a wonderful senior-living business run by an exemplary capital allocator; Kyle is not currently long but says he should be long, given the strong senior-living demographics and management quality.
Other
Long
May 14
$27.74
-38.2%
Kyle's firm is long Olin per its 13F; Olin's chlor-alkali and downstream products are interesting as a housing and general industrial production capital-cycle play, with supply/demand improving in those end markets.
Chemicals
Long
May 14
$12.75
-3.8%
The February 2025 restatement looked scary and hit the stock, but the issues mostly relate to pre-2025 lease, expense-classification, cash, and ATI revenue-recognition matters; cash errors originated in 2023 or earlier; no CFO or auditor resigned; April 21 and May 8 8-Ks quantify only $1-5m of 2025 impact; the 10-K is expected by June, making left-tail risk much lower.
Construction & Infrastructure
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Kyle Mowery has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: OLN, DRVN, SNDA.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
