IPO Candy Folio Review

Box (BOX) - Cost of sales is too high and the strategy seems to dictate very custom solutions for different markets. Might work but not we signed up for.

Zendesk (ZEN) - Still like the company but we see too many companies extending their offerings which creates overlap in the customer support area.

Planet Fitness (PLNT) - Like much about the story, theme and potential however the competition is intense. We see too many alternatives at the high end (SoulCycle) and mainstream providers creating very low monthly options.

Malibu Boats (MBUU) - Good company, nice boats. Making room for other things.

Glaukos (GKOS) - Too many sight therapies to keep our eyes on!

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Disclosure: We do not have any vested interest in the shares of this stock at the time of writing and publication. We may however take a position post publication and are not under any obligation to ...

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