Company Updates

These are updates on individual companies we are following.

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

DraftKings IPO Members Public

Kris Tuttle
Kris Tuttle
Company Updates