I-Tail Corporation Pre-IPO - Peer Comparison
I-Tail Corporation, an OEM in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of Thai Union Group. In this note,...
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I-Tail Corporation Pre-IPO - The Positives - For the Pampered Pets
I-Tail Corporation, an original equipment manufacturer (OEM) in the wet pet food category, aims to list in Thailand in 4Q22. ITC is a subsidiary of...
448 Views
Chewy: Post-Pandemic Slowdown Is Here To Stay While Insiders Are Cashing Out
We believe Chewy stock is overvalued as revenue growth decelerated significantly and active customer growth stalled. Insiders are cashing out,...
271 Views
1H22 Obex Research Short Portfolio
Our top short ideas for 2022: Tesla, Roku, Palantir, Spotify, Doordash, Expensify, AMC, and Teradata. Continue to like pandemic related...
271 Views
Boqii IPO: Another Pet Humanization Stock in a Booming Market Led by Large E-Commerce Platforms
Boqii is one of the largest pet-focused platforms in China who offers a one-stop destination for pet parents to get everything they need for their...
466 Views