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July 07, 2016
Nick Mazing
, Ampera Capital LLC
Consumer-focused PM/founder.
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Ampera Capital LLC Open Letter to WhiteWave Foods Board of Directors Regarding Danone Offer $WWAV WWAV $DANOY
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Nick Mazing
,
Ampera Capital LLC
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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Jul 11, 2016
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Nick Mazing
,
Ampera Capital LLC
Meet the "new" lower margin, lower quality CMG $CMG (SHORT idea)
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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
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Nick Mazing
,
Ampera Capital LLC
TreeHouse Foods (NYSE:THS) $THS : "Come for the big acquisition, stay for the S&P 500 index inclusion"
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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
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Nick Mazing
,
Ampera Capital LLC
Long PM $PM Deck from the 2015 SZ Warren Buffett Challenge
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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
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Nick Mazing
,
Ampera Capital LLC
Slide deck: short $AVP Avon Products (NYSE:AVP)
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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 The company appears to be in a permanent state of restructuring and I think that this is indicative of a problematic, outdated business model (direct selling from a catalog) rather than lack of effort or ...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
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Nick Mazing
,
Ampera Capital LLC
El Pollo Loco $LOCO Slide Deck > another crazy JOBS Act IPO
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$LOCO is another hyped up consumer co. JOBS Act IPO. My short thesis slide deck is attached.
Aug 03, 2014
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Nick Mazing
,
Ampera Capital LLC
Slide deck $ARCO long
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$ARCO is the master franchisee for MCD in Latin America. Some thoughts here.
Jun 22, 2014
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Nick Mazing
,
Ampera Capital LLC
Observations on Annie's Inc. $BNNY: Down the rabbit hole?
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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
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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
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Finance as a People Business
Sponsored by Diamond Hill
Henry Song joins the Fifty Faces podcast to share his career path, market perspectives and views on bringing diversity of thought to the investment world. (35 min listen)
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