Notes

Olaplex is shampoo money

Olaplex is minting money in the hair care market with a good product and great marketing. It’s not science but you can’t argue with the numbers.

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An odd little bank that could double.

VersaBank (VBNK) is an overlooked IPO that looks undervalued. Not for everyone but this one caught my eye.

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Eyeballing Warby Parker

I’ve got some reasons to avoid Warby Parker for now. There’s a comps table for your consideration too.

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Amplitude Digital Product Management

Here comes another disruptive technology company around leveraging data to take digital product management to the next level.

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IPO Candy Rundown – 9.27.2021

Finally, the place with the “Million Dollar Bacon” is coming public! (see below) 13 deals were priced last week. Knowlton (KDC) was one we could not figure out and it ended up being postponed. As much as I like Toast (TOST) it opened at an absurd valuation. It’s trending down from $64 and is now…

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IPO Candy Rundown – 9.22.2021

We’ve already had four deals price this week with another 10 on tap. As a reminder, our Current IPOs sheet is updated every Monday (free) and has a link to the roadshow downloads (for annual subscribers.) Toast (TOST) is one I love but it priced way above the revised-higher range at $40 and will trade…

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Sportradar and SportsTech

Sportradar (SRAD) provides critical infrastructure across the sports entertainment industry. This one is going into our portfolio.

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IPO Candy Rundown – 9.13.2021

The Fall season kicks off with 10 deals scheduled for this week. It’s a good lineup in terms of quality. Companies are definitely asking investors to pay up with valuations a little hard to justify in some cases. Here is our rundown of interest and we note a tiny one at the end that may…

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Making sense of Duolingo (DUOL)

I’ve got a soft spot for this company. It’s great software and the management team is rooted in my alma mater, Carnegie Mellon. We were having a family discussion last night over how extremely powerful gaming companies have become in getting people hooked into spending hours of their precious intellectual energy collecting cookies or exploding…

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Whirly lollipop on orange background.

June Portfolio Update #3 of 4

With this update we add three mini-themes: cannabis, crypto, and sports betting to the mix along with the stocks we are using to play those trends over time. TLDR; Adding MAPS, DKNG, and COIN. Cannabis Cannabis should not be a Schedule 1 substance. It’s proven to be an important therapeutic and now that commercial interests…

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