Consumer

Consumer

Kandal M Venture (FMFC) IPO deck

,   and  Debarshi Ghosh

May 8, 2025

education

Ruanyun Edai Technology (RYET) IPO deck

,   and  Debarshi Ghosh

April 7, 2025

Company Notes

Klarna Erbjudande

,   and  Kris Tuttle

March 17, 2025

food

Smithfield Foods (SFD) IPO deck

,   and  Debarshi Ghosh

January 22, 2025

fashion

A MYTE Resurgence?

,   and  Kris Tuttle

January 14, 2025

Consumer

GrabAGun (PEW) via Colombier II (CLBR) deck

,   and  Debarshi Ghosh

January 7, 2025

Consumer

Heritage Distilling

,   and  Kris Tuttle

October 18, 2024

Consumer

Oriental Rise (ORIS) IPO deck

,   and  Debarshi Ghosh

October 17, 2024

Consumer

Heritage Distilling Company (CASK) IPO deck

,   and  Debarshi Ghosh

October 14, 2024

Consumer

Topgolf Callaway Brands Spin-Off deck

,   and  Debarshi Ghosh

September 5, 2024

Consumer

Maple Leaf Foods Spin-Off deck

,   and  Debarshi Ghosh

July 10, 2024

Consumer

Majestic Ideal Holdings (MJID) IPO deck

,   and  Debarshi Ghosh

July 1, 2024

Company Notes

I have a coupin.

,   and  Kris Tuttle

April 16, 2024

retail

BBB Foods (TBBB) IPO deck

,   and  Debarshi Ghosh

February 5, 2024

Company Notes

Dismal Amer Sports IPO

,   and  Kris Tuttle

January 22, 2024

Consumer

Amer Sports (AS) IPO deck

,   and  Debarshi Ghosh

January 22, 2024