This is part 2 of my three part thesis on SharkNinja (SN) and why it could be interesting on the heels of their spinoff. If you missed part 1 yesterday, you can find it here. Today’s post is going to provide an overview of what SN is and the bull thesis.
Great stuff Andrew, and great find on the massive RSU grant.
Great insights Andrew! THe infomercial gene transfering to TT is very interesting.
Great find and DD Andrew. Any thoughts on index inclusion and the benefits of passive flows in the coming months?
Thanks as always Andrew!
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?