Levi Strauss & Co IPO - Investment Case Presentation

Failure Due to High Placebo Response A Primer on Placebos in Clinical Trials and How to De-Risk Them

It is of critical importance for investors to understand the placebo response in the diseases in which their portfolio companies are developing drugs. Failure to do so could lead to falsely assigning treatment effect as real, giving investors a wrong image of the potential and risk profile of the drug in development. Placebo rates will get highlighted in randomized trials further down the road, potentially leading to a failure of the drug and catastrophic loss for the investor.

Read more

Research

Dicks Sporting Goods DKS: A Fundamental Short Thesis

A brick and mortar retailer facing a difficult 2H20 and accelerating e-commerce trends post pandemic

Read more

Research

Duck Creek DCT: Is this duck flying south or headed higher?

Independent analysis of a leading provider of system solutions and services to insurers worldwide.

Read more

Research

Levi Strauss & Co IPO - Investment Case Presentation

Levi Strauss & Co. is the iconic American apparel company that patented the first pair of blue jeans in 1873.

Strengths & Opportunities

Risks & Concerns