Sam Ewen
Host, Gen C (CoinDesk)
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Feb 09
$76.04
+6.3%
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
Consumer
Long
Feb 09
$35.15
+15.9%
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
Consumer
Long
Feb 09
$31.61
-21.2%
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
Consumer
Long
Feb 09
$19.33
+42.3%
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
"Budweiser, they're always in it. Instacart is here... Xfinity, Hims, and Hers are here... We are selling erection pills and we are selling weight loss." In an environment where speculative tech (Crypto) has washed out, the companies remaining on the $8M/spot roster represent true defensive cash flows. These firms have products with actual mass-market stickiness (connectivity, alcohol, delivery, health) rather than speculative adoption curves. Long Quality/Defensive. These companies have the margins to sustain brand awareness when growth sectors cannot. Saturation in their respective legacy markets; high customer acquisition costs (CAC).
Healthcare
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