Instacart IPO Primer

On Tuesday, September 19 2023, Instacart became the first venture-backed tech company to IPO since 2021. The stock opened trading at $42 a share, 40% higher than $30 a share which was initially anticipated and closed out its first day of trading at $33.70 a share....

Social Media Dynamics

Every quarter, we launch a survey covering social media names as a means to track consumer sentiment. Back in July we published the 40th volume of the survey. We aimed to understand specific trends within the space and had numerous questions relating to usage of...

An Update on Carvana..

Back in January, we published an article on Carvana named “Is Carvana Over? The Consumer Angle.” At the time the stock was trading at around $4.20 per share and there was serious concern that the company would have to file for bankruptcy. Since the time we...

Covid and Flu Vaccine Updates

There are two questions we get from investors following Covid vaccine manufacturers: Is demand heading into the Fall increasing according to seasonality, and in-line with Flu shot demand? Are people reporting more adverse reactions for the Covid vaccine than they are...