49 Sixteen Research

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Maxar Technologies (MAXR)
Satellite Imaging's Looking Good
 • 
Will Powers
2

March 2022

Blue Apron (APRN)
Cookin' Up a Turnaround
 • 
Will Powers

February 2022

Express, Inc (EXPR)
The revival of a mall retailer
 • 
Will Powers

January 2022

Aimia (AIM.TO): A Bankruptcy Special Situation
An airline that wants its miles back
 • 
Will Powers
3

December 2021

Reducing Friction is Not Enough
Being lazy should not require so much effort
 • 
Will Powers
1
Agrify (AGFY): Cannabis Picks and Shovels
Getting high with vertical farming
 • 
Will Powers

October 2021

Party City (PRTY): A Short Story
A brick and mortar retailer that is pinning its future on balloon sales. Really.
 • 
Will Powers
Pay Now, Buy Later
A Semi-Serious Macro Investment Thesis for the 2021 Holiday Shopping Season
 • 
Will Powers

September 2021

Stride Inc. (LRN): We Are Not Another DeVry
Before there was Zoom High School, there was Stride
 • 
Will Powers
Montrose Environmental Group (MEG): a Roll Up Story
Assessment and Measurement and Remediation, oh my!
 • 
Will Powers
Semi-Serious M&A Ideas: Facebook & OpenSea
The first of a series: exploring potential acquisitions with some suspension of reality
 • 
Will Powers
Crypto Keeps the Lights On
Crypto could save the company, at the cost of the business
 • 
Will Powers
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