Archive - Bagger Holder

That's What HIMS Said

Yet another SPAC with a guidance vs. reality mismatch.

Nov 19, 2022 •

November 2021

Wish is priced like it's going out of business...

But ContextLogic is not acting like a company in decline

Nov 8, 2021 •

October 2021

A Bull in a China Shop

Alibaba and Tencent, choke points between China and the world, but are they ownable? The best lack all conviction and the worst are full of passionate…

Oct 21, 2021 •

August 2021

Sprouts Farmers Market

A healthy business ready to restart growth

Aug 30, 2021 •

Origin Materials - A Carbon Negative Moonshot

May net zero refer only to your carbon footprint

Aug 24, 2021 •

Wish - Notes on the Quarter

Wish I knew what I know now...

Aug 16, 2021 •

July 2021

Attached to Latch, smitten by SmartRent

Two enterprise software startups poised to modernize and transform commercial real estate, rapidly winning broad adoption and owned by the industry’s…

Jul 9, 2021 •

May 2021

WISHful Thinking

The below is purely for information and entertainment purposes.

May 11, 2021 •

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