Archive - Unconventional Value

Planet Labs Q1 2025 Update

Notes from an interesting quarter

Jun 8 •

May 2024

Two Sides of Matterport

Reflections from a losing and winning bet

May 24 •

April 2024

My Thesis in Xometry

Investment Idea #4

Apr 6 •

March 2024

Evaluating Xometry's Marketplace Opportunity

With 10 factors from Bill Gurley

Mar 18 •

How I Invest #2

Continued thinking on the subject

Mar 11 •

My Thesis in Planet Labs

Investment Idea #3

Mar 2 •

February 2024

How People Use Planet's Data: Civil Government

And the opportunity in sustainability regulation

Feb 24 •

How People Use Planet's Data: Agriculture

Commentary on a customer index (of sorts)

Feb 17 •

September 2023

A Few Thoughts on Planet Q2

Own the business, not the stock

Sep 8, 2023 •

A Natural Consolidator?

Understanding Planet's acquisition history

Sep 6, 2023 •

August 2023

What's Behind the Rise of Crocs?

Understanding the brand's secret sauce

Aug 22, 2023 •

Investment Idea #2: Crocs (NASDAQ: CROX)

Two durable brands. Capable management. Industry-leading profitability. Cheap valuation.

Aug 16, 2023 •

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