Looking for potential ideas amid a market-wide sell-off
Agreed with your points on MKC. Nice write-up.
MKC sounds interesting. I actually have a small short position in OLPX. The bear cave flagged a number of concerns such as waning engagement on social media: https://thebearcave.substack.com/p/problems-at-olaplex-holdings-olpx
In May, we talked about how difficult it is for young consumer companies to drive consistent growth:
https://www.overlookedalpha.com/p/research-notes-consumer-upstarts?s=w
I think that's def the bear case for OLPX — that growth is going to end some way, whether it's inflationary risk, influencer effect fading, or a bunch of other reasons.
Agreed with your points on MKC. Nice write-up.
MKC sounds interesting. I actually have a small short position in OLPX. The bear cave flagged a number of concerns such as waning engagement on social media: https://thebearcave.substack.com/p/problems-at-olaplex-holdings-olpx
In May, we talked about how difficult it is for young consumer companies to drive consistent growth:
https://www.overlookedalpha.com/p/research-notes-consumer-upstarts?s=w
I think that's def the bear case for OLPX — that growth is going to end some way, whether it's inflationary risk, influencer effect fading, or a bunch of other reasons.