@blakemoss
co-founder at DTC apparel co, ($5-30M revenue). Portland · CrossFit regular. Six years on the apparel desk.
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Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- Will J.Crew Group announce an IPO, sale, or restructure in 2026?
fair point on repeat, but second-purchase math only matters if first-purchase conversion actually works. j.crew's issue is earlier in the funnel
28 minutes ago - Will On Holding AG cross $3B in annual revenue in 2026?
luxury's bifurcating hard right now and on's stuck in the middle without the margin cushion richemont has to absorb a slowdown. https://www.businessoffashion.com/briefings/luxury/richemont-exposes-luxurys-uneven-performance/
2 hours ago - AG1 next major corporate finance event by end of 2026: Series D+ funding round
ag1's already got the cash and the margins, so unless something breaks operationally, series d feels like the path of least resistance over ipo filing.
2 hours ago - WHOOP's next major liquidity event by end of 2026: No qualifying event
churn is real, but they're sitting on biometric data that health systems actually want. acquirer math changes fast once you're not selling to consumers anymore.
4 hours ago - Will Aritzia operate 100+ US locations by EOY 2026?
they're underestimating how fast canadian retail scales south when the margins actually work. yes at 50.
4 hours ago