49 Sixteen Research

Will Powers
Company analysis, investment ideas, buying low, (hopefully) selling high
Created 21 Apr 2021
  • Pay Now, Buy Later
    11 Oct 2021 • 5 min read
    The above image is taken from Amazon’s homepage on October sixth- a full 51 days before Black Friday, the traditional start of the holiday shopping season. Even the most aloof shoppers will notice the...
  • Stride Inc.: We Are Not Another DeVry
    27 Sep 2021 • 9 min read
    Thesis Stride, Inc. (formerly K12 Inc.) has been mischaracterized as just another for profit educational company with dubious tangible outcomes for graduates and a proclivity for attracting front page...
  • Montrose Environmental Group: a Roll Up Story
    16 Sep 2021 • 10 min read
    Thesis Montrose Environmental Group offers a pure play opportunity to capitalize on the growing regulatory, corporate, and investor interest in measuring and limiting environmental impacts. Competent ...
  • Semi-Serious M&A Ideas: Facebook & OpenSea
    09 Sep 2021 • 4 min read
    Author’s note: this post was initially going to include several ideas but has been reduced to one in the interest of balancing analysis and length. More to come. 2021 Deal Making 2021 has been a wild ...
  • Crypto Keeps the Lights On
    06 Sep 2021 • 6 min read
    $1,000 invested in Peabody Energy Corporation (NYSE: BTU) stock this past November would be worth over $20,000 today- or about 10% of a JPEG of a digital rock. Despite this incredible rise and the com...
  • GoPro: "Untethered lenses" with SaaS Aspirations
    02 Sep 2021 • 9 min read
    Summary GoPro is no longer a low margin, spendthrift, hardware manufacturer as it transitions into offering software and services alongside its iconic, best in class cameras. The Company has gone thro...
  • The Barbell Brokerage
    26 Aug 2021 • 5 min read
    The State of the World Last week, Robinhood Markets Inc. released its first quarterly earnings as a public company. To the surprise of no one, the filing generally cemented the app’s long held reputat...
  • Xometry: Machine Learning Meets Machine Cutting
    23 Aug 2021 • 10 min read • 1 0
    Summary Xometry is strongly positioned to capitalize on the custom manufacturing market’s shift to digital. By adopting a tech-centric, market maker model, Xometry can quickly scale without requiring ...
  • EV Do-Not-Pass Go (part 1)
    10 May 2021 • 5 min read
    EVgo (the “Company”) is undoubtedly the best positioned, independent direct-current fast charging (DCFC) provider in the United States. As of Q1 2021, EVgo was the industry leader with 1400 DC units, ...
  • Blade: Much More than Instagram-Friendly Flights to JFK
    21 Apr 2021 • 4 min read
    Recommendation Blade Urban Air Mobility is a buy with a fair value of $17.65 per share- a 64.3% premium to its March 26th close of $10.74. Blade is currently undervalued as the market has failed to pr...
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