Three-minute pitch #1

Introducing a new format for ideas

Hello readers! Today I want to introduce a new idea format: the three-minute pitch. The objective here will be to introduce ideas that are more timely or event-driven, without having to do a full pitch that might take a week or two to put together. The objective here is speed because I think these ideas will play out more quickly. These are “bonus” ideas that do not count for the ~10 full pitches.

Without further ado, let me introduce an opportunity that popped up yesterday as the company released very strong earnings.