Banash Capital
Yanky BanashFund Manager | Value Growth Investor - Qualitative Analyst on default. Nothing is investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 8 | Subscribers | Read | banashcapital.substack.com |
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Latest Issues
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Sleep Number (SNBR)
* Sleep Number is a direct-to-consumer (DTC) specialty mattress company that has consistently been highly profitable with strong margins over the years.
Ibotta what Cardlytics was supposed to be...
* Ibotta’s stock is down around 50% since its IPO in April. The company has exclusive partnerships with Walmart, Dollar General, and Family Dollar to white-label its technology on their platforms. It has also just announced a new partnershi...
CDLX now a better RR than when I bought it for $5?
As Cardlytics has had a lot of news and business updates recently, I thought it might be useful to write a thesis update.
RumbleOn Update - RMBL
This is an update on my previous analysis, which you can find below.
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Authors
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Fund Manager | Value Growth Investor - Qualitative Analyst on default. Nothing is investment advice.
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