The Bear Case on Fitbit

It came as a surprise to most when Fitbit finally unveiled their financial numbers in their S-1. The company did over $700M in revenue last year (that's over 10M devices sold!) and maintained an EBITDA margin of close to 26%. It was even more surprising how well FIT was received by public market investors. Fitbit's  stock… Continue reading The Bear Case on Fitbit

(The Lack of) Maternity Leave and Infant Mortality: Correlated Issues in the USA

I was reading again about Marissa Mayer’s pregnancy and her choice to forgo maternity leave. While some may applaud her dedication to her job as almost feminist, I see it as largely detrimental to not only the feminist movement, but to herself.  Whereas feminists once predicted that the rise of women would come with an… Continue reading (The Lack of) Maternity Leave and Infant Mortality: Correlated Issues in the USA