goodrx
Empire Financial Daily newletter in which Herb Greenberg discusses investing in Dutch Bros Inc (NYSE:BROS). Q3 2021 hedge fund letters, conferences and more One of my favorite interviews – many years ago – was with Gordon Segal, founder of home décor retailer Crate & Barrel... Q3 2021 hedge fund letters, conferences and more We discussed why he never got tempted by the riches offered by investment bankers to take Crate & Barrel public. Segal hated, just hated, the thought of putting up stores for the sake of meeting Wall Street's growth forecasts. Instead, he preferred opening new stores when ...
ValueWalk
Whitney Tilson’s email to investors discussing some investors find stability in SPACs; Herb Greenberg on CNBC on Goodrx Holdings Inc (NASDAQ:GDRX); how Mark Zuckerberg’s stranglehold on Facebook, Inc. (NASDAQ:FB) could put the company at risk; more on Munger investing in apartment buildings. Q3 2021 hedge fund letters, conferences and more Some Investors Find Stability In SPACs1) Following up on yesterday's e-mail, in which I mentioned the latest issue of my colleague Enrique Abeyta's Empire SPAC Investor (click here to find out how to gain risk-free access), this Wall Street Journal article h...
ValueWalk
GoodRX (GDRX) filed their S-1 earlier this week. I read It so you don’t have to (but you should). Here’s a thread on what I found interesting, fascinating and down-right incredible from the company. I’m starting at zero. Follow along here.Q2 2020 hedge fund letters, conferences and moreGDRX Facts & Figures# 1 most downloaded medical app4.9M Monthly Active Users80%+ Repeat Activity$20B+ in Consumer Savings150B daily pricing data points4 platform offeringsEst. Market Cap: ~$9.9BBusiness OverviewMission: To help Americans get the healthcare they need at a price they can afford.So far it’s working...
ValueWalk
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