July 11, 2016

Nick Mazing , Ampera Capital LLC

Consumer-focused PM/founder.

Ampera Capital LLC Issues Follow-up to its Open Letter to WhiteWave Foods Board of Directors $WWAV WWAV $DANOY $BN.PA

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More from Nick Mazing

Nick Mazing, Ampera Capital LLC

Ampera Capital LLC Open Letter to WhiteWave Foods Board of Directors Regarding Danone Offer $WWAV WWAV $DANOY

Jul 07, 2016

Nick Mazing, Ampera Capital LLC

Meet the "new" lower margin, lower quality CMG $CMG (SHORT idea)

Structural changes in the wake of the multiple disease outbreaks linked to Chipotle $CMG restaurants will force higher costs and lower quality food on a business that was already seeing a massive slowdown in traffic before the latest 2 of 5 major ...

Dec 21, 2015

Nick Mazing, Ampera Capital LLC

TreeHouse Foods (NYSE:THS) $THS : "Come for the big acquisition, stay for the S&P 500 index inclusion"

Attached please find our THS long idea deck. We see ~20% 1-year total return from a "boring" food company. THS is a private label food maker w excellent management that has grown substantially over the last 10 years. The company will ~2x its revenue ...

Dec 07, 2015

Nick Mazing, Ampera Capital LLC

Long PM $PM Deck from the 2015 SZ Warren Buffett Challenge

Ampera's Long $PM pitch was one of the runner-ups in the SumZero Warren Buffett Challenge. Posting here now that the competition is over.

May 01, 2015

Nick Mazing, Ampera Capital LLC

Slide deck: short $AVP Avon Products (NYSE:AVP)

Ampera is short $AVP Avon Products. The company appears to be in a permanent state of restructuring and I think that this is indicative of a problematic, outdated business model (direct selling from a catalog) rather than lack of effort or ...

Sep 25, 2014

Nick Mazing, Ampera Capital LLC

El Pollo Loco $LOCO Slide Deck > another crazy JOBS Act IPO

$LOCO is another hyped up consumer co. JOBS Act IPO. My short thesis slide deck is attached.

Aug 03, 2014

Nick Mazing, Ampera Capital LLC

Slide deck $ARCO long

$ARCO is the master franchisee for MCD in Latin America. Some thoughts here.

Jun 22, 2014

Nick Mazing, Ampera Capital LLC

Observations on Annie's Inc. $BNNY: Down the rabbit hole?

Sharing some quick observations on $BNNY regarding (1) interesting disclosed and undisclosed turnover in accounting/control personnel coinciding with (2) strange product recall accounting adjustments, (3) rapid increase in receivables vs. sales, (4) ...

Mar 07, 2014

Nick Mazing, Ampera Capital LLC

Small float JOBS Act consumer IPOs in the crosshairs

Three JOBS Act consumer/retail IPOs this year priced above range (in some cases, the range was moved up), and then ~doubled at the open. They are $NDLS, $PBPB and $TCS. Thinking that the small float makes it easier to keep the prices so far above ...

Dec 20, 2013

Global Climate Investing Survey 2025

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Our fifth annual survey shows that enthusiasm for climate investment continues to vary by region. Europe has reclaimed its leadership from Asia-Pacific, which topped last year’s survey, while interest in the US has dropped to new lows.

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