The Perfect P&L
The Perfect P&L is below
Making Cents
Institutional grade equity research on CPG businesses from a former research analyst, CFO, and now co founder/CEO of Iris - the financial operating system for consumer brands
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Latest posts
When is your brand ready to sell?
Come through diligence with me
How to Succeed with AI at Your Brand
A primer on data infrastructure and AI
Inside IM8's $1B Raise from General Catalyst
& How the true cost of the capital tells us the real story
IM8 GC ANALYSIS
https://drive.google.com/drive/folders/1by_-nMXYtY3A0jl3zxfTE4glPX7A7Me1?usp=drive_link
GYMSHARK FINANCIALS & VALUATION
One of my best analyses yet
BEN FRANCIS TO BUY BACK GYMSHARK SHARE FROM GA
A story of multiple compression, preferred rights, and
REFORMATION S1 BREAKDOWN
A deep dive
REFORMATION FINANCIAL ANALYSIS
https://drive.google.com/drive/folders/1s6Ma4HLAG33QBHLDeF1FJj3c1NdqEDo0?usp=drive_link
Prestige Consumer's $1B Acquisition of Breathe Right - the deal no ones talking about
& why you should care - a deep dive into the transaction