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A Few Thoughts on Planet Q2
Own the business, not the stock
 • 
Tim
1
A Natural Consolidator?
Understanding Planet's acquisition history
 • 
Tim
August 2023
What's Behind the Rise of Crocs?
Understanding the brand's secret sauce
 • 
Tim
Investment Idea #2: Crocs (NASDAQ: CROX)
Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.
 • 
Tim
6
June 2023
Investment Idea #1: Spire Global (NYSE: SPIR)
Unique capabilities in space supported by excellent long-term economics
 • 
Tim
7
Sonos: More Than Great Sound
What about the brand?
 • 
Tim
April 2023
How I Invest
Unconventional Value Philosophy
 • 
Tim
March 2023
What if Upstart is a Good Business?
Good business model, great management, cyclical market.
 • 
Tim
Obsoletive Audio
A path to consolidation in home audio
 • 
Tim
February 2023
Sonos: The Hardware Machine
Who's better at hardware?
 • 
Tim
January 2023
A Look at The Joint
What is The Joint? What are the economics? How large is the opportunity? What prevents competitors from copying its strategy?
 • 
Tim
Chiropractic in Context
Where is the growth opportunity in chiropractic?
 • 
Tim
2
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