Equity Research

Deep dive analysis into single name stocks.

BBW: Stuffed With Unrecognized ValueWhy Build-A-Bear is killing it and being ignored by the market
M&A Arb: Microsoft / Activision Deal Part ITo understand the current deal, we need to go back in time for context
Update on our trade notes from the FXLV/KLIM take private
A fitness IPO that's grabbed our attention for all the wrong reasons
Is Peloton a Zero or Hero?Can the new CEO right the ship or just slow the inevitable?
XPOF: Unit Growth the Driver of Operational LeverageAUVs near pre-pandemic levels + unit growth fuel margin expansion
WOOF: Banking on the Pet IndustryWhy we believe Petco has all the makings of delivering outsized shareholder returns
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