Thesis Insights
Backed By Evidence

And That’s The GRUB
GRUB is off 40%+ today following yesterday's earnings release. After parsing through managements' commentary we thought it might be helpful to...

DoorDash Dominating
Third party delivery apps have come more into buyside focus recently. The disruption being brought to the space will create inflection points for...

SNAP India
Use cases for social media platforms in India vary greatly. Below is a rundown of what account holders with each platform use it for. The word...

NFLX India – Interest In Signing Up
With increasing competition in the US putting NFLX under pressure, investors are spending a lot of time focusing on the international landscape....

PTON Demand Considerations in The Event of Recession
Our PTON survey results have a balance of positives in negatives for investors to consider. Below is one area we are highlighting because we haven't...

AAPL TV+ Price Surprise

Sentiment: AAPL In China

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Millennials and CPGs
