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Black Rifle Coffee's Red Flags
Pump and dump schemes, restraining orders, and harassment accusations are the norm for this team
Feb 21, 2022
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Strat Becker
16
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Black Rifle Coffee's Red Flags
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Everyone on Wall Street is Wrong About Facebook
A company on the verge of cyclical decline takes a bet that's doomed to fail
Jan 10, 2022
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Strat Becker
11
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Everyone on Wall Street is Wrong About Facebook
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The End of Due Your Diligence
A thank you and farewell
Mar 20, 2023
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Strat Becker
10
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The End of Due Your Diligence
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Hycroft Mining's Retail Trader Scam
How Hycroft Mining is ripping off individual investors to the tune of millions
Mar 21, 2022
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Strat Becker
6
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Hycroft Mining's Retail Trader Scam
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Facebook is Still a Bad Stock
A quantitative follow-up to my initial piece from January 10th
Feb 9, 2022
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Strat Becker
8
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Facebook is Still a Bad Stock
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The Changing Story of Build-A-Bear Workshop
It's not your typical mall-based retailer anymore
Jan 17, 2022
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Strat Becker
3
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The Changing Story of Build-A-Bear Workshop
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Stock Pitch: Paramount
Media operator with slashed estimates seeing its fundamentals improve
Feb 14, 2023
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Strat Becker
3
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Stock Pitch: Paramount
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Stock Pitch: Carrier (CARR)
Leading HVAC & refrigeration company that I believe will grow faster than the market expects.
Jan 11, 2023
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Strat Becker
6
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Stock Pitch: Carrier (CARR)
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Interview With the CEO of Verde Agritech
Learning about the potash market with Cristiano Veloso
Apr 20, 2022
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Strat Becker
6
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Interview With the CEO of Verde Agritech
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5
33:15
Stock Pitch: Skyline Champion (SKY)
Market leader in fundamentally changed manufactured housing industry
Feb 3, 2023
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Strat Becker
4
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Stock Pitch: Skyline Champion (SKY)
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I Was Wrong
At Least For Now
Mar 14, 2022
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Strat Becker
4
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I Was Wrong
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2
Engagement Problems at Nextdoor
How poor user demographics and a misguided use case are hurting the company
Feb 14, 2022
•
Strat Becker
4
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Engagement Problems at Nextdoor
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