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Maxar Technologies (MAXR)
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Reducing Friction is Not Enough
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Agrify (AGFY): Cannabis Picks and Shovels
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Party City (PRTY): A Short Story
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Pay Now, Buy Later
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Stride Inc. (LRN): We Are Not Another DeVry
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Montrose Environmental Group (MEG): a Roll Up Story
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Semi-Serious M&A Ideas: Facebook & OpenSea
Sept. 9, 2021, 5:59 p.m.
Crypto Keeps the Lights On
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GoPro (GPRO): "Untethered lenses" with SaaS Aspirations
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The Barbell Brokerage
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Xometry (XMTR): Machine Learning Meets Machine Cutting
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EV Do-Not-Pass Go (part 1)
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Blade: Much More than Instagram-Friendly Flights to JFK
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Box Inc.: Still an Acquisition Target
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Company analysis, investment ideas, buying low, selling high
April 21, 2021, 11:08 p.m.