Consumer

Vita Coco FTW

This small company has executed well and looks like a winner to consider post-IPO this week. Good markets, and a strong team are positives.

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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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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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Duckhorn Wines (NAPA)

The wine business has come a long way in the past few decades. Back in the 1980s, I was an investor in Edna Valley Vineyards and I learned that equity investors don’t do very well in the wine business. The investment was still a good one only because of their annual “shareholder event” which featured…

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Restaurant Chains go Online with Olo

It’s been chaos for restaurants over the past year. We’ve seen the rise of DoorDash (DASH), GrubHub (GRUB), and Uber Eats (UBER) to address the acute need for widespread food delivery. Longer-term this is just a huge catalyst to re-engineer the business. Once menus are online it’s simple to just use a QR code for…

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NeoGames

People love to play lotteries. States have capitalized heavily on this with their own lottery programs. Some criticize it as a “regressive tax” but players respond to the lure of only needing “a dollar and a dream.” Government-sponsored lotteries are now woven into the fabric of our society and have become a key aspect of…

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Leslie’s wants to join the pool party

Leslie’s (LESL) is in the pool business which has been getting a major COVID-driven bump in demand this year as people have shifted spending from travel to their back yards and in some cases, pools. The current range is $14-16. Investors are aware of the trend and many have enjoyed the outperformance of stocks like…

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A closer look at Laird Superfood (LSF)

Laird Superfood (LSF) makes plant-based products ranging from your morning coffee creamer to your sports hydration to your evening hot chocolate. These alternative food brands are growing as consumers look for healthier options that are still great tasting and satisfying. This deal will come next week and be small at only 2.2-2.5M shares with a range…

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Online Betting with GAN

This week we finally have an interesting IPO (of sorts) with GAN Limited (GAN on the NASDAQ). Since they are listed in London on the AIM market some capital markets services are treating this more like a secondary offering. However there’s a roadshow, underwriters and a book-building process so we’re treating it like an IPO….

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Ride the Bike

Peloton (PTON) represents the top of the heap in terms of home fitness. Their stationary bike is the best but they have gone to great expense to make it so – including building their own touchscreens, software systems, content development studio, retail locations, special music software, even their own clothing. Their bike costs over $2000…

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