Dec 8, 2024
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18 min read
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.
Dec 1, 2024
3 min read
Let's Gooooo!!!!
Nov 24, 2024
5 min read
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.
Nov 17, 2024
12 min read
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.
Nov 10, 2024
16 min read
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.
Nov 1, 2024
17 min read
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.
Oct 27, 2024
15 min read
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.
Oct 20, 2024
14 min read
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.
Oct 13, 2024
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.
Oct 6, 2024
Casper's has a golden opportunity to buy them and flip the smart sleep biz. Plus, Bryan Porter’s eCom wisdom in 9 threads.
Sep 29, 2024
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.
Sep 22, 2024
Canada Goose could 10x their biz using a few creative strategies + tripling down on area of excellences. Plus I’ve gone deep down the yield optimizing path.
