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Company Updates

These are updates on individual companies we are following.

Playboy Update

Playboy Update
Members Public

Kris Tuttle
Company Updates
Grid Dynamics (GDYN)

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
Company Updates
Vertiv Holdings

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
Portfolio Updates

DraftKings IPO
Members Public

Kris Tuttle
Company Updates