Windward's Marc Chalfin and Jay Upadhyay describes the overhaul and new vision at Groupon $GRPN
Windward Capital Management sees Groupon as a potentially lucrative investment opportunity due to its lead generation business model, high...
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Ibotta IPO Preview: High-Growth Cashback Unicorn With Robust AI-Powered Capabilities
Ibotta, a high-growth technology unicorn in the cashback space, files to go public. After strong market debut of Reddit and Astera Labs, Ibotta...
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Amplitude: Cash Flow Positive Quarter, Management Raised CY22 Revenue and Profitability Guidance
We remain bullish on Amplitude’s medium- to long-term prospects and view valuation as attractive for long-term tech investors.
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Overearning Short Candidates:Â Groupon, Dick's Sporting, Dillards, Johnson & Johnson
Margin over-earners are fertile hunting ground for shorts if the reasons for the margin increase are either unsustainable or fraudulent.
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IAC: A Care-Full Quarter.
This note is a followup to our recent long idea on IAC. The quarter was mostly supportive of our long thesis and the NAV discount has even widened...
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