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Research Notes
Slide Decks
SPAC IPOs
Spinoffs
Company Notes
Consumer
Kenvue: An IPO for the moment.
,
and
Kris Tuttle
May 4, 2023
AltEnergy
Nextracker $NXT Sunny Debut
,
and
Kris Tuttle
February 15, 2023
EV
e-Vaporware
,
and
Kris Tuttle
September 27, 2022
Company Notes
A Second Helping of Blue Apron
,
and
Kris Tuttle
September 14, 2022
Company Notes
A Trippy Psychedelic Spinoff - Ketamine Clinics+
,
and
Kris Tuttle
August 15, 2022
Company Notes
VinFast drives into the US IPO Market
,
and
Kris Tuttle
April 26, 2022
Company Notes
Is Cariloha Goodbye or Hello?
,
and
Kris Tuttle
February 7, 2022
Company Notes
What if Benjamin Graham and Cathie Wood had a baby?
,
and
Kris Tuttle
January 11, 2022
Company Notes
Vita Coco FTW
,
and
Kris Tuttle
October 20, 2021
Company Notes
Olaplex is shampoo money
,
and
Kris Tuttle
October 4, 2021
Company Notes
An odd little bank that could double.
,
and
Kris Tuttle
September 30, 2021
Company Notes
Eyeballing Warby Parker
,
and
Kris Tuttle
September 29, 2021
Company Notes
Amplitude Digital Product Management
,
and
Kris Tuttle
September 27, 2021
fashion
Mytheresa Aims High
,
and
Kris Tuttle
January 20, 2021
