Mister Spex (MRX): Europe’s Best Way To Buy Glasses
Mister Spex SE (ETR:MRX) is Europe’s largest digitally native omnichannel retailer for eyewear products. The company sits at the inflection … Read more
Alex
eDreams Odigeo (EDR) Earnings & POWW Selling Pressure
This weekend we review eDreams Odigeo SA (BME:EDR) 1Q 2022 earnings and discuss Ammo Inc (NASDAQ:POWW)’s recent selling pressure. Q2 … Read more
Ammo Inc (POWW): Q1 2022 Earnings Recap
Ammo Inc (NASDAQ:POWW) is an ammo and ammunition accessory manufacturer that sells its product through third-party retailers and its online … Read more
How POWW Transformed Into An Online Marketplace Powerhouse
If you’ve followed Macro Ops over the last year, you know we love Ammo Inc (NASDAQ:POWW). Q2 2021 hedge fund … Read more
Village Farms (VFF): Lowest-Cost US Cannabis Producer
Village Farms International Inc (NASDAQ:VFF) (TSE:VFF) operates five high-tech greenhouses across Canada and the United States. The company has ~500 … Read more
Eletromidia (ELMD3): Brazil’s Largest OOH Advertiser w/ Monopoly on Digital Ad Inventory
Eletromidia (BVMF:ELMD3) is Brazil’s largest Out-Of-Home (OOH) advertiser. The company has a monopoly in the space, commanding ~84% of the … Read more
Petz (PETZ3): Creating Brazil’s Leading Pet Ecosystem
The 3×5 Card Breakdown: Q1 2021 hedge fund letters, conferences and more Brazil has the third-largest pet retail market globally, … Read more
Via Varejo (VVAR3): Brazil’s E-Commerce Gatekeeper At <1x Sales
Today we’re diving into one of the most exciting Brazilian businesses we’ve ever seen at Macro Ops. Moreover, this report … Read more
Telefonica Brasil (VIV): One Way To Play A Falling Dollar
Telefonica Brasil SA (NYSE:VIV) (also called Vivo) is Brazil’s largest telco operator with a 33% market share. Vivo boasts 96M … Read more
FIGS: The Next Great Cult Apparel Company
FIGS, Inc. (NYSE:FIGS) is a luxury medical apparel company selling scrubs and other medical equipment to nurses, doctors, and other … Read more
Burry’s Latest Bets: Reviewing Scion Capital’s 13F Filing
Michael Burry is an investing legend and Twitter favorite. His 13F filings dominate niche FinTwit discussions. But, true to his … Read more
How POWW Became A Spawning Multi-Bagger Business
A quick reminder that our Macro Ops Collective enrollment period is happening this week and ends this Sunday at 11:59 … Read more
Westwing Group AG (WEW): Germany’s Leading Online Home & Decor Platform
Westwing Group AG (ETR:WEW) is a home decor and furniture e-commerce business. The stock has at least 170% upside from … Read more
Consumer Picks & Shovels: How Companies Help Customers Find Gold
When everyone is looking for gold, it’s a good time to be in the pick and shovel business.” – Mark … Read more
Roblox (RBLX): A Comprehensive Cash Flow Analysis
I know you want to buy NYSE:RBLX shares. Everyone does. Your five-year-old nephew who got approved for Level 3 options … Read more
