Making Cents
Drew FallonInstitutional grade equity research on private and public CPG businesses from a former research analyst, CFO, and now co founder/CEO of an AI financial analytics saas for the sector.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Subscribers | Read | drewfallon.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
ALLBIRDS 3Q24 EARNINGS + BUYOUT
Allbirds reported its third quarter earnings on Wednesday, and while the stock got a modest bump on the report, I am hating what I see. So much so, that I actually propose that we buy the whole thing at $80m. Lets dive in
LUSH COSMETICS BREAKDOWN
Happy Sunday everyone. I decided to send out this weeks newsie for Sunday instead of Friday, as nothing more than an A/B test on timing for my content - and also I was in SF speaking at Tech Crunch Disrupt last week so I didn’t really get a...
KDP ACQUIRES GHOST FOR $1.6 BILLION
Keurig Dr Pepper announced yesterday they are acquiring GHOST lifestyle for $1.6 BILLION Ghost sales have quadrupled over the last 3 years after launching a joint venture with ZX ventures (Anheuser Busch) to launch the brand into energy in ...
Mytheresa acquires Net a Porter
Is there an opportunity for an Amazon for luxury hiding in this stock?
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Authors
The writers behind this newsletter.
Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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