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Maxar Technologies (MAXR)
Satellite Imaging's Looking Good
Apr 17, 2022
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Will Powers
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Maxar Technologies (MAXR)
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March 2022
Blue Apron (APRN)
Cookin' Up a Turnaround
Mar 17, 2022
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Will Powers
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February 2022
Express, Inc (EXPR)
The revival of a mall retailer
Feb 6, 2022
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Will Powers
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Express, Inc (EXPR)
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January 2022
Aimia (AIM.TO): A Bankruptcy Special Situation
An airline that wants its miles back
Jan 12, 2022
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Will Powers
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Aimia (AIM.TO): A Bankruptcy Special Situation
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December 2021
Reducing Friction is Not Enough
Being lazy should not require so much effort
Dec 29, 2021
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Will Powers
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Reducing Friction is Not Enough
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Agrify (AGFY): Cannabis Picks and Shovels
Getting high with vertical farming
Dec 14, 2021
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Will Powers
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Agrify (AGFY): Cannabis Picks and Shovels
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October 2021
Party City (PRTY): A Short Story
A brick and mortar retailer that is pinning its future on balloon sales. Really.
Oct 23, 2021
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Will Powers
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Party City (PRTY): A Short Story
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Pay Now, Buy Later
A Semi-Serious Macro Investment Thesis for the 2021 Holiday Shopping Season
Oct 11, 2021
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Will Powers
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Pay Now, Buy Later
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September 2021
Stride Inc. (LRN): We Are Not Another DeVry
Before there was Zoom High School, there was Stride
Sep 27, 2021
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Will Powers
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Stride Inc. (LRN): We Are Not Another DeVry
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Montrose Environmental Group (MEG): a Roll Up Story
Assessment and Measurement and Remediation, oh my!
Sep 16, 2021
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Will Powers
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Montrose Environmental Group (MEG): a Roll Up Story
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Semi-Serious M&A Ideas: Facebook & OpenSea
The first of a series: exploring potential acquisitions with some suspension of reality
Sep 9, 2021
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Will Powers
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Semi-Serious M&A Ideas: Facebook & OpenSea
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Crypto Keeps the Lights On
Crypto could save the company, at the cost of the business
Sep 6, 2021
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Will Powers
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Crypto Keeps the Lights On
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