The Value Investor
Contributor since: 2011
Pinterest - Placing The First Pin
Riskified: Derisking Ecommerce
Robinhood - Balancing Act
Traeger: Slow Cooking, Hot Stock
Duolingo: Translating Into Growth
Snap One: Smarter Homes, Smarter Investment?
MeridianLink: Transforming Banks, Transformative Stock?
PowerSchool Holdings: No Power Yet
Fossil Group: Still Watching, Not Carrying
PerkinElmer: Impressive And Aggressive Capital Deployment
Core & Main: A Main Business, Not A Main Position
Netflix: Not Tuning In Yet
Intel: Back To Low Expectations Again
Nucor: Made Of Steel
Couchbase: Solid Base?
Zevia PBC: Tastier Drinks
Paycor HCM: Paying A Full Price
VTEX: Latin America E-Commerce Play
CS Disco: Strong Law Play
Rapid7: Too Rapid, Or Not?
Danaher: Simply Impressive
Zoom: Broadening With Five9
Skyworks Solutions: Sufficiently Re-Rated Here
BigCommerce: Not Converting Me
Petco: Slowly Getting Time To Bite
Dream Finders Homes: Close To Finding Value
Campbell Soup - Kicking The Can
Conagra Brands: Struggling Along
Blend Labs: Blended Picture
F45 Training Holdings: Not Getting Worked Out
Sight Sciences: I Like What I See
AtriCure: No Cure For High Prices