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The Next High Quality Canadian Company?
Aritzia is a high-quality company, led by a dedicated and smart management team that is incentivized alongside shareholders.
Stratus Young
Jan 1
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The Next High Quality Canadian Company?
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#027 - Affirm
Affirm helps reduce the friction in purchasing products.
Stratus Young
May 31, 2021
4
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#027 - Affirm
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#029 - Klarna
European BNPL competitor.
Stratus Young
Jun 14, 2021
2
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#029 - Klarna
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#028 - Afterpay
Australian based BNPL competitor.
Stratus Young
Jun 7, 2021
3
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#028 - Afterpay
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Olaplex
Olaplex is a revolutionary hair care product. Olaplex relies on science to repair, protect, and strengthen women's hair. ~100% revenue growth, 50…
Stratus Young
Feb 1
2
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Women's haircare products or something more?
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Transitioning to Monthly Deep Dives
Starting in August, I will be transitioning to monthly deep dives.
Stratus Young
Jul 26, 2021
3
1
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Transitioning to Monthly Deep Dives
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#005 - Shopify
Shopify is the leading e-commerce platform for merchants. Shopify's slogan is "arming the rebels." Shopify is the one company that stands a chance…
Stratus Young
Dec 21, 2020
1
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#005 - Shopify
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#014 - Digital Turbine
Digital Turbine pre-installs apps on phones. It charges companies to be pre-installed on phones. It shares this revenue with carriers and OEMs. It’s a…
Stratus Young
Feb 22, 2021
1
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#014 - Digital Turbine
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#016 - Wix
Wix - (NASDAQ: WIX) … If you enjoy this, sign up for more shallow dives here!👇 Please note that this article does not constitute investment advice in…
Stratus Young
Mar 8, 2021
1
3
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#016 - Wix
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#33 - Mercari
C2C used goods marketplace.
Stratus Young
Jul 12, 2021
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#33 - Mercari
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#31 - Farfetch
Online luxury marketplace.
Stratus Young
Jun 28, 2021
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#31 - Farfetch
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#020 - Carvana
Carvana buys and sells used cars. It has built up the in-house infrastructure necessary to serve customers and expand into new markets. However, Carvana…
Stratus Young
Apr 5, 2021
2
2
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#020 - Carvana
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