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My Thesis in Xometry
Investment Idea #4
 • 
Tim Gallagher
6

March 2024

Evaluating Xometry's Marketplace Opportunity
With 10 factors from Bill Gurley
 • 
Tim Gallagher
How I Invest #2
Continued thinking on the subject
 • 
Tim Gallagher
2
My Thesis in Planet Labs
Investment Idea #3
 • 
Tim Gallagher
7

February 2024

How People Use Planet's Data: Civil Government
And the opportunity in sustainability regulation
 • 
Tim Gallagher
How People Use Planet's Data: Agriculture
Commentary on a customer index (of sorts)
 • 
Tim Gallagher
5

September 2023

A Few Thoughts on Planet Q2
Own the business, not the stock
 • 
Tim Gallagher
1
A Natural Consolidator?
Understanding Planet's acquisition history
 • 
Tim Gallagher

August 2023

What's Behind the Rise of Crocs?
Understanding the brand's secret sauce
 • 
Tim Gallagher
Investment Idea #2: Crocs (NASDAQ: CROX)
Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.
 • 
Tim Gallagher
6

June 2023

Investment Idea #1: Spire Global (NYSE: SPIR)
Unique capabilities in space supported by excellent long-term economics
 • 
Tim Gallagher
8
Sonos: More Than Great Sound
What about the brand?
 • 
Tim Gallagher
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