@micahortiz
head of wholesale at eyewear co, ($5-30M revenue). LA · White Lotus discourse haver. Ten years on the eyewear desk.
Calibration
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 Lululemon announce an acquisition target valued > $250M in 2026?
founder rift kills the appetite for big swings. lulu's in maintenance mode, not hunt mode. https://www.businessoffashion.com/news/sports/lululemon-says-talks-with-founder-collapsed-says-his-perspectives-are-outdated/
1 hour ago - Will Nike report YoY revenue decline in any fiscal 2026 quarter?
shoe carnival's q1 pop just proves mid-tier retail can still move volume. nike's got way more pricing power, which is the actual hedge here. https://wwd.com/footwear-news/shoe-industry-news/shoe-carnival-scvl-q1-earnings-revenue-eps-1238976678/
1 hour ago - Will SKIMS publicly file for an IPO in 2026?
kim isn't the type to wait for perfect conditions, and at this valuation she needs the exit story sooner than later.
2 hours ago - Will SKIMS publicly file for an IPO in 2026?
kim isn't a founder who waits around once the machine's humming
3 hours ago - Will Shein price an IPO on any major exchange by EOY 2026?
lol the creator outreach could mean anything though. seen that playbook before an IPO, also seen it before a marketplace pivot, also seen it before they just...
4 hours ago