Category: Millennial Falcon
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Flashback: Intema Solutions (ITM.V) makes a big boy move, will acquire Loot.Bet online gaming platform
(First posted May 8, 2021) For the last few months, the conversation around Intema Solutions (ITM.V) has gone something like this: Intema: We bought an online health platform! Market: Meh. We’ll buy a little. Intema: We bought an e-sports tournament platform! Market: Only 50,000 registered users? Huh. We’ll buy a little.. Intema: We bought an…
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Virgin on the ridiculous: If you’re buying Virgin Galactic (SPCE.Z), Houston… you have a problem
Let me be clear on three things right out of the gate. It’s okay to be excited when we throw a piece of metal into the atmosphere and it makes a pretty glow out the back end, just the same as it was exciting when we walked on the moon and when weed was legalized…
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![Element Nutrition (ELMT.C) now public with 15,000-store plant-based plan and strong volume]()
Element Nutrition (ELMT.C) now public with 15,000-store plant-based plan and strong volume
Plant based food companies are hot, but most have a gigantic Achilles heel in their business model. Here’s how they go: There is no #5, or at least there hasn’t been yet for 90% of plant-based deals. Why? Because shelf space isn’t just hard to get, it’s EXPENSIVE to get. Grocery stores aren’t democracy, they…
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![What is a NFT and Can Somebody Make It Go Away?]()
What is a NFT and Can Somebody Make It Go Away?
This is insane. It was the morning of February 24th, 2021. The sun was half-shining and I had happily forgone the online Pilates class I’ve been planning to do for weeks. I was brewing my third cup of Nespresso coffee when assaulted by the headline: “Picasso, Rothko, Cézanne, Warhol, and…Beeple?” Who is Beeple? You may…
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I asked Twitter what tickers I should be writing about: Twitter had 35 ideas… here’s 6 of them
Ever get the feeling, looking at your watchlist, that you’re seeing the same thing over and over? That maybe there’s interesting stuff out there you just haven’t heard about yet? I put a simple question to Twitter today: “Give me a ticker symbol you think I should be writing about (limit one per person), three…
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Mining for minors: Time for resource companies to figure out the money is in millennials
In 2015, when we started this outfit, our business model was to steer clear of conventional wisdom and the same old pubco marketing techniques, and instead focus on rich niches. Honest coverage of client companies that is negative when justified was one niche. Being inclusive of women was another. And appealing to a younger investor…
