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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
Strat Becker
Feb 21
15
6
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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
Strat Becker
Jan 10
10
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Everyone on Wall Street is Wrong About Facebook
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Facebook is Still a Bad Stock
A quantitative follow-up to my initial piece from January 10th
Strat Becker
Feb 9
8
5
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Facebook is Still a Bad Stock
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Hycroft Mining's Retail Trader Scam
How Hycroft Mining is ripping off individual investors to the tune of millions
Strat Becker
Mar 21
6
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Hycroft Mining's Retail Trader Scam
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Introducing: Markets Aurelius
Strat has a friend...and DYD has a new writer!
Markets Aurelius
Apr 7
4
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Introducing: Markets Aurelius
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The Changing Story of Build-A-Bear Workshop
It's not your typical mall-based retailer anymore
Strat Becker
Jan 17
3
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The Changing Story of Build-A-Bear Workshop
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Interview With the CEO of Verde Agritech
Listen now (33 min) | Learning about the potash market with Cristiano Veloso
Strat Becker
Apr 20
6
5
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Interview With the CEO of Verde Agritech
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I Was Wrong
At Least For Now
Strat Becker
Mar 14
4
2
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I Was Wrong
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The Bundling Times
A business rightfully priced at a premium
Strat Becker
Apr 11
4
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The Bundling Times
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Engagement Problems at Nextdoor
How poor user demographics and a misguided use case are hurting the company
Strat Becker
Feb 14
4
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Engagement Problems at Nextdoor
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A Change of Pace
A monthly open letter to investors that read my work
Strat Becker
Mar 28
5
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A Change of Pace
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The Truth About Truth Social
When the best case scenario is the merger not being approved
Strat Becker
Apr 25
2
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The Truth About Truth Social
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