Thesis Insights
Backed By Evidence

OpenDoor | Consumers Are “Getting” iBuying
With OpenDoor making its debut on public markets today, we wanted to highlight some of the feedback we have from home-owners on iBuying. Below are a...

MTN | Ski Season Intentions
Bespoke Intel | December 17th, 2020 Covid Uncertainty Weighing On Intentions 2020 will (mercifully) come to an end in just a couple weeks with...

Amazon Pharmacy
Bespoke Intel | December 16th, 2020 Identifying Early Adopters One can imagine how competitors feel about Amazon entering the pharmacy business, but...

Drivers Prefer UBER, Restaurants Prefer DASH
We run primary research checks on companies that are likely to IPO at some point in the future so that we can have data already on-hand for clients,...

SNE, MSFT | Price Matters
Source: Our Quarterly Survey of 1,000+ Video Gamers in the US If you read our full video gamers report for subscribers, you would see that most...

Covid – Consumer Concerns Persist
We run a survey of 1,500 US consumers balanced to census per month scoping sentiment toward Covid, consumption changes, and macro impacts. Below are...

Wayfair’s Pricing Trick
The Setup:Investors are closely focused on studying pricing dynamics and cross-shopper perceptions between Wayfair and Amazon for identical items....

SNAP – Usage Mix Becoming More Monetize-able
The Set Up:We have been tracking usage mix on the SNAP app over a number of months to see if usage behavior is shifting Why it is important:Stories...

How Might Covid Impact iPhone 12 Demand?
The Set-Up:AAPL is trading near all-time highs and expectations have been lofty for the upcoming iPhone 12 launch. Thesis Based Questions:1. Will...

Wayfair – Do These Tailwinds Outweigh The Amazon Headwind?
The Set-Up: W is off some ~53% from all-time highs set in March of 2019. Rising costs, increased competition, and China concerns have investors...