Equities
Michael Frazis

It has never been less fun to win on a short. By some counts, Biogen's stock collapse marked the latest failure in over a hundred clinical trials based on the amyloid-beta (Aβ) hypothesis. Biogen deserves full credit for taking such a bold financial risk, but something has clearly gone very... Show More

Michael Frazis

Carvana offers a fully integrated way to buy a second hand car online or via an app. The cars are delivered shortly after using Carvana-owned logistics. You can also pick up a car from one of 15 vending machines in highly visible locations and not even have to speak to... Show More

Equities
Michael Frazis

We’ve been tracking Afterpay’s US roll-out by following inbound traffic on sites like SimilarWeb, which helped us ride out the recent volatility. SimilarWeb showed months ago that Urban Outfitters, a US store, was the number one source of inbound traffic, ahead of any Australian website. This was quite an achievement,... Show More

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