Ripping Out Stitch Fix's $350m Brain

2.2M clients at its 2017 IPO. 2.28M today. Stock -97% from the peak. And it's sitting on the best keep-or-return data in fashion.

Unwinding Wolverine's Portfolio Mess

Saucony added $127M in sales last year. The whole company added $119M. Cut the dead weight.

Breaking down Oura's IPO Payday

$1.17B on buybacks in 9 mos. Pre-IPO. WTF are they doing?

Peloton. The Worst Consumer Biz Ever.

Riding Digital Ocean's AI wave to $100B

How the little Backend no one has heard about is scaling faster than the hyper scalers.

Busting Up Beyond/Overstock

Down 69% from the high, burning $64M in FCF, this nightmare portfolio has got to go.

The Medifast Fitness plan

How we're going to ride Steamboat's Activist play.

Flipping FIGS from take private -> $5B

SalesForce is the most oversold SaaS stock.

What they need to clean up so this is an obvious buy for everyone.

Warby Parker Isn't a $3B stock.

Turning $100m Stock buy backs into properly invested dollars.

Slugging Crocs from $6B -> $12B

How we're riding high and taking Crocs to the next level.

Reaccelerating Yeti to $10B

Yeti is 1 of the best consumer brands of this generation. And it still underperforms the S&P.