Company Notes

Company Notes

Retro Candy: Amplitude

,   and  Kris Tuttle

February 18, 2025

Space

A Good Time for Missiles.

,   and  Kris Tuttle

February 13, 2025

Company Notes

SailPoint IPO #2

,   and  Kris Tuttle

February 10, 2025

Energy

The NatGas Arb

,   and  Kris Tuttle

January 23, 2025

fashion

A MYTE Resurgence?

,   and  Kris Tuttle

January 14, 2025

ai

Handicapping Pony AI

,   and  Kris Tuttle

December 17, 2024

Company Notes

ServiceTitan Early Look

,   and  Kris Tuttle

December 10, 2024

ai

A Surprise $4B AI IPO

,   and  Kris Tuttle

October 22, 2024

Company Notes

Above Food deSPAC IPO

,   and  Kris Tuttle

July 1, 2024

Company Notes

Grail on Sale

,   and  Kris Tuttle

June 26, 2024

Company Notes

Tempus "AI" in Name Only

,   and  Kris Tuttle

June 17, 2024

Company Notes

Putting the Rube in Rubrik

,   and  Kris Tuttle

April 23, 2024

Company Notes

I have a coupin.

,   and  Kris Tuttle

April 16, 2024

Company Notes

A Peek at PACS

,   and  Kris Tuttle

April 11, 2024

Company Notes

HeWorks Files for IPO

,   and  Kris Tuttle

April 1, 2024

ai

Reddit Next Moves

,   and  Kris Tuttle

March 19, 2024