Palantir's direct listing has been poorly received by the press, and that negativity could present an investment opportunity. Their negativity is likely due to Palantir's controversial activities. Their sales execution and margins are in line with their enterprise software peers, and the commercial space is mostly untapped. Palantir has 3 distinct themes for … [Read more...] about Palantir Direct Listing, Politics Could Create an Opportunity
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Stitch Fix is an Educated Bet on the Retail Apocalypse
COVID-19 is accelerating the retail apocalypse - even when stores open back up, people would rather go to the DMV than inside a dressing room. While the world is changing around them, all retailers can do is sit back and watch their self destruction. Sky-high leverage, coupled with underinvesting in personalized eCommerce, has left them castrated. Some companies have been … [Read more...] about Stitch Fix is an Educated Bet on the Retail Apocalypse
Pinterest, The Social Media Stock That’s Also A Social Good
Pinterest has differentiated itself from the rest of social media - I invested in their stock the beginning of this year, and doubled my position during the COVID downturn. Premium members have seen these transactions in real time. By positioning themselves towards hobbies and passions, users are increasingly turning to Pinterest to start new projects or try new … [Read more...] about Pinterest, The Social Media Stock That’s Also A Social Good
IPO Investing – The Virtues of Patience Updated
In August 2019, I wrote about Slack's direct listing and the virtues of patience for IPO investing. How would you have done if you took my advice and avoided this company? Quite well, it turns out. Over that time, Slack is down over 40%, while the S&P 500 is up nearly 10%, and the Nasdaq is up over 12%. Why is Slack down so much relative to the market? Simple, they … [Read more...] about IPO Investing – The Virtues of Patience Updated
What If iRobot Became the Apple of Robotics?
iRobot stock is down over 66% since April 2019, primarily due to higher China tariffs and more copycats entering the robotic vacuum market. They're managing these problems by diversifying their supply chain and litigating their patent disputes against copycats. In the meantime, iRobot has over 70% global market share in robotic vacuums, a solid product pipeline, and over … [Read more...] about What If iRobot Became the Apple of Robotics?