
Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 161 | Founded | 2 years ago | Last Issue | 4 days ago |
| Active | |||||

ok so im8 just absolutely dumped data on us in the last earnings call this past tuesday. Arguably too much data - and I know you probably tweeted your half baked opinion on the company after glancing over 3 slides while you waited for me to...
I like to boil down the financial model of DTC brands to basically 2 things:
I like to boil down the financial model of DTC brands to basically 2 things:
The Perfect P&L is below
The Perfect P&L is below
Come through diligence with me
Oftentimes when people hear the phrase ‘ready to exit’ they associate it with some emotional state. As if they aren’t ready emotionally, or feel there is a lot of runway for the business. This is largely wron...
A primer on data infrastructure and AI
If you want to sound smart next time someone asks about your AI strategy this is the newsletter you’re going to want to read through.
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The writers behind this newsletter.
Co-Founder & CEO of Iris Finance | Former CFO of Mad Rabbit
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