Company Updates

These are updates on individual companies we are following.

Get Ready to Rumble! Members Public

It's time to Rumble. The $CFVI SPAC vote is this Wednesday at 10am. We go through the story in detail and get to what to expect post-deal along with valuation and investment conclusions. $RUM

Kris Tuttle
Kris Tuttle
Company Updates

TMTG Pauses - Rumble Coming Members Public

Trump Media $DWAC pays for a stay of execution. Review what's next for DWAC. Rumble $CFVI votes on Thursday. That will dominate SPACland this week. Roll up your sleeves.

Kris Tuttle
Kris Tuttle
Company Updates

FaZe Clan Chaos Members Public

FaZe is going to try and de-SPAC this week with a vote on Friday. We'll see some significant redemptions and maybe a trading opportunity. $FAZE $BRPM

Kris Tuttle
Kris Tuttle
Company Updates

Vertiv Redux For Another Win Members Public

Kris Tuttle
Kris Tuttle
Company Updates

Playboy in 2022 Members Public

An updated view of the developing PLBY story. We'll need to see how operations and initiatives pan out this year to get more conviction again.

Kris Tuttle
Kris Tuttle
Company Updates

Playboy Update - June 2021 Members Public

Kris Tuttle
Kris Tuttle
Company Updates

Grid Dynamics (GDYN) Members Public

Grid Dynamics is an underfollowed technology services provider with "SaaS-like" revenue retention and even better profit margins.

Kris Tuttle
Kris Tuttle
Company Updates

Vertiv Holdings Members Public

Vertiv (VRT) is a large industrial player selling into the data center market. This is not a high growth name but at over $4B in revenues they can expand margins and double the share price.

Kris Tuttle
Kris Tuttle
Portfolio Updates