Company Updates
These are updates on individual companies we are following.
Playboy in 2022 Paid 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.
Playboy Update - June 2021 Paid Members Public
Grid Dynamics (GDYN) Paid Members Public
Grid Dynamics is an underfollowed technology services provider with "SaaS-like" revenue retention and even better profit margins.
Vertiv Holdings Paid 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.
