The company recently gave guidance for 50% growth in 2025 and expects 50% contribution margin on incremental revenue as they scale.
Steinhardt was a fundamental stock picker, but he was short-term. He was also a top-down macro trader. He also shorted. He was so different. He didn’t fit in a box.
Customer delight cannot be measured, but is just as important as the things that are measured.
Every so often the market throws us a gut punch we didn't see coming. It hits us so hard it could almost bring Superman to his knees.
A category leading, authentic consumer products company that makes money is rare to find in a sub-$100 million public company.
Every investor has a moment where they have to decide: trust the consensus, or throw the spear.
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The largest gathering of microcap investors in the United States.
The IWC underweights the highest performing group, microcaps that are profitable & growing earnings.
A repeat winning management team that built and sold the world's largest online eyewear retailer for $430 million get back together to do it all again.
It’s extremely difficult to capture the right tail of monster winners because they are constantly evolving.
Management’s goal is to expand from 9 locations to 50+ locations using a capital efficient, high IRR growth strategy.
In bull markets and flat markets, there’s no need for a parachute—you’re still on the plane, climbing higher, cruising effortlessly. But sooner or later, Mr. Market kicks you out. And that’s when reality hits.
