Warby Parker offers a substantial secular growth opportunity if it can fulfill its potential.
Warby Parker is in the eye of the beholder
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Coinbase continues to cash in on US retail customers
Coinbase relies on crypto trading by US retail investors while facing regulatory risk and displaying corporate governance red flags.
Robinhood will see the forest for the trees
Robinhood is increasingly reliant on speculative and volatile revenue streams which is beginning to show in its increasing churn rate.
Sunrun is walking a fine line
Sunrun’s business model is generating increasing levels of negative free cash flow. Will Sunrun ever be in the black?
Lululemon is trying to stick a landing
Lululemon has a heightened risk of disappointing earnings growth in 2022 due to margin contraction. The risk is amplified by an elevated valuation and intensifying competition.
Is the boom over for Zoom?
Zoom is a negative risk/reward due to an elevated valuation, rapidly decelerating sales growth and initial signs of margin pressure.
Peloton is pushing itself to the limit
Peloton faces extraordinary execution risk in the face of slowing sales, heavy investment requirements, and a strained balance sheet.
GoodRx needs a transformation script
GoodRx is building the leading, consumer-focused digital healthcare platform in the United States. The ambitious plan raises the stakes.
UiPath is on an uncertain revenue trail
Artificial intelligence and machine learning offer extraordinary growth prospects. Whether UiPath will be a leader remains to be seen.
Lululemon’s segment sales are upside down
Lululemon’s growth has been impressive, however, there are clouds on the horizon which warrant caution given the elevated valuation.