6 Comments

Great stuff Andrew, and great find on the massive RSU grant.

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Great insights Andrew! THe infomercial gene transfering to TT is very interesting.

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Great find and DD Andrew. Any thoughts on index inclusion and the benefits of passive flows in the coming months?

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Thanks as always Andrew!

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Andrew, are they doing anything differently? You seeing flavors of Dyson here?

I see a fast follower model with distribution wins the last couple of years. They're now going into headwinds. Numbers show gross margin decreasing, EBITDA margins decreasing...

What's the bet here? - more distribution wins, white space geographies and increased demand?

In analyzing the business, what am I missing?

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