https://www.theseaanalyst.com/p/coliwoos-asset-light-pivot-meetsThe SEA Analyst — Institutional-Style Equity Researchen2026-05-13T13:20:35+00:00Coliwoo's Asset-Light Pivot Meets a Margin Questionhttps://www.theseaanalyst.com/p/kimly-the-beat-was-real-the-creditThe SEA Analyst — Institutional-Style Equity Researchen2026-05-13T09:39:30+00:00Kimly: the beat was real, the credit was timing