Where is consumer spending potential? I analyzed 3 data sources to read the tea leaves for next year.
It’s time for new NY sports royalty: us. We’re gonna buy MSG Sports and win where the Dolans failed. Plus Ignore the market. Tax harvesting happens every year.
Let's Gooooo!!!!
Short one today: my tried-and-true BFCM checklist that I used and what I advise every brand I work with to follow. That’s it. Crush BFCM.
Zip is as weak as Steve Rogers pre-super serum, but they could be our first 100 bagger with some actual financial engineering. Plus, you need to plan for your operations to break. Have a back up plan.
HubSpot’s had incredible 5 year run (+248% L5), but this is a bloated, expensive 18-yr-old biz that needs to be whipped into shape—which we will. Plus, comparing brands vs. SaaS vs. Agencies.
Kering owns Gucci + YSL, but it’s overvalued and won’t get out of its massive debt unless we triple down on true luxury. Plus, why you’re not spending enough time studying psychology to unlock your next level of growth.
The sign of luxury brand success is an LVMH exit, and we’re gonna make it happen with Moncler. Plus, why we need to make July 4 into Christmas 2.0.
Everything about RH’s P&L is wrong, and they’re betting the farm despite the market not being in their favor...So, we’re shorting this biz. Plus, why operators need to become financial engineers and vice-versa.
Let’s Create A Bank...With Affirm. Affirm can 10x over the next decade by focusing on Consumer, but only we can make that happen. Plus, my changed investing philosophy.
Casper's has a golden opportunity to buy them and flip the smart sleep biz. Plus, Bryan Porter’s eCom wisdom in 9 threads.
Laird Superfood made 1 understandable, but tragic mistake, and it's too expensive to correct. My quick take on how the Fed rates impact this holiday.
