49 Sixteen Research

Maxar Technologies (MAXR)

Satellite Imaging's Looking Good

Apr 17, 2022 • 

Will Powers

3

2

March 2022

Blue Apron (APRN)

Cookin' Up a Turnaround

Mar 17, 2022 • 

Will Powers

February 2022

Express, Inc (EXPR)

The revival of a mall retailer

Feb 6, 2022 • 

Will Powers

January 2022

Aimia (AIM.TO): A Bankruptcy Special Situation

An airline that wants its miles back

Jan 12, 2022 • 

Will Powers

3

3

December 2021

Reducing Friction is Not Enough

Being lazy should not require so much effort

Dec 29, 2021 • 

Will Powers

1

Agrify (AGFY): Cannabis Picks and Shovels

Getting high with vertical farming

Dec 14, 2021 • 

Will Powers

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 • 

Will Powers

1

Pay Now, Buy Later

A Semi-Serious Macro Investment Thesis for the 2021 Holiday Shopping Season

Oct 11, 2021 • 

Will Powers

September 2021

Stride Inc. (LRN): We Are Not Another DeVry

Before there was Zoom High School, there was Stride

Sep 27, 2021 • 

Will Powers

Montrose Environmental Group (MEG): a Roll Up Story

Assessment and Measurement and Remediation, oh my!

Sep 16, 2021 • 

Will Powers

Semi-Serious M&A Ideas: Facebook & OpenSea

The first of a series: exploring potential acquisitions with some suspension of reality

Sep 9, 2021 • 

Will Powers

Crypto Keeps the Lights On

Crypto could save the company, at the cost of the business

Sep 6, 2021 • 

Will Powers