Lauren BalikAre Sequoia Partner Shaun Maguire’s Mental Health Episodes Just Fraud?How can one promote a federally-regulated exchange while spreading conspiracy theories about derivatives traded on the exchange?22h ago122h ago1
Lauren BalikFall Hardy Mums Buyers are the Key to the 2024 Presidential ElectionA Case for Mum Mania in 2024. The ‘Path to 270 Electoral Votes’ Runs Through Hardy Mums Buyers: Suburban Moderate Women in the Upper…Sep 11Sep 11
Lauren BalikWhat is Joe Lonsdale’s Relationship to Chinese Communist Party Money Laundering?For a guy who screams about the CCP all over CNBC and the internet, Joe Lonsdale seems to be taking money from the ‘bagman’ for the CCP…Aug 2Aug 2
Lauren BalikKlaviyo (NYSE: KVYO) is a ‘Growth’ Stock But FY 2024 Incremental Revenue Growth is Increasingly…Klaviyo’s Q1 2024 results showed a revenue beat and a raise in annual revenue guidance. However, this revenue beat coincides with…May 16May 16
Lauren BalikSnowflake (NYSE: SNOW) Channel Partner Executives Pumped Material Nonpublic Information About…Snowflake’s new CEO Sridhar Ramaswamy is powerless to stop Snowflake channel partners with access to Snowflake revenue patterns from making…Apr 291Apr 291
Lauren BalikI’m All-In on a Hyper-Personalization Identity LayerThe Future of the Internet is more private, more 1:1 conversations between brands and consumers, and data brokers and third-party identity…Mar 82Mar 82
Lauren BalikA Cava (NYSE: CAVA) Food Illness Outbreak is Not a Black Swan, But a Pink Meatball: A Near…Cava is unique among fast casual chain peers in how it prepares and cooks ground meat. Undercooked ground lamb meatballs, expansion into…Feb 51Feb 51
Lauren BalikCava (NYSE: CAVA) is the Next Chipotle, But It’s the Chipotle of 2015Cava is headstrong on storefront growth at the cost of health and food safety standards, a combination that did not end well for Chipotle…Jan 291Jan 291
Lauren BalikDid Klaviyo (NYSE: KVYO) Hustle Revenue Growth Leading Up to IPO?Disclosure: I have taken positions short the equity of Klaviyo (NYSE: KVYO).Dec 19, 20234Dec 19, 20234
Lauren BalikHightouch is Just Blindly Copying RudderstackMove fast and steal things?Oct 12, 20238Oct 12, 20238
