Aritzia is a high-quality company, led by a dedicated and smart management team that is incentivized alongside shareholders.
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Affirm helps reduce the friction in purchasing products.
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European BNPL competitor.
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Australian based BNPL competitor.
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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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Starting in August, I will be transitioning to monthly deep dives.
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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…
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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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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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C2C used goods marketplace.
Online luxury marketplace.
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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