Monthly 10-K

Monthly 10-K

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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.
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Stratus Young
3
Women's haircare products or something more?
Olaplex is a revolutionary hair care product. Olaplex relies on science to repair, protect, and strengthen women's hair. ~100% revenue growth, 50…
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Stratus Young
#027 - Affirm
Affirm helps reduce the friction in purchasing products.
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Stratus Young
#029 - Klarna
European BNPL competitor.
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Stratus Young
#028 - Afterpay
Australian based BNPL competitor.
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Stratus Young
Transitioning to Monthly Deep Dives
Starting in August, I will be transitioning to monthly deep dives.
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Stratus Young
1
#33 - Mercari
C2C used goods marketplace.
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Stratus Young
#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…
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Stratus Young
#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…
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Stratus Young
3
#31 - Farfetch
Online luxury marketplace.
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Stratus Young
#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…
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Stratus Young
2
#012 - Fathom Holdings
Fathom Holdings is not your typical real estate brokerage. Fathom takes a $450 transaction fee instead of taking 20-30% of an agent’s commission. Fathom…
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Stratus Young
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