Company Notes
e-Vaporware Paid Members Public
In the absence of regular capital markets, some companies find a way. Forza X1 looks terrible, but Atlis $AMV at least looks like a fun ride. (as in taking you for a ride!)
A Second Helping of Blue Apron Paid Members Public
Blue Apron $APRN was a dud of an IPO we panned in 2017. But new management, fresh financing, and improved positioning make us want to take a fresh look at it. Let's dig in!
A Trippy Psychedelic Spinoff - Ketamine Clinics+ Paid Members Public
VinFast drives into the US IPO Market Paid Members Public
Is Cariloha Goodbye or Hello? Paid Members Public
What if Benjamin Graham and Cathie Wood had a baby? Paid Members Public
TPG is an interesting IPO combining private equity (PE) elements with traditional growth investing. The shares have held up better than most.
Vita Coco FTW Paid Members Public
