Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Oddity ($ODD)

Deep dive on Oddity ($ODD)

Jonah Lupton's avatar
Jonah Lupton
Aug 21, 2023
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In order to read this entire deep dive on Oddity ($ODD) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my current investment portfolio (~92% YTD), investment models and daily webcasts.


I also run a Stocktwits rooms where I post throughout the day including my daily activity, market commentary, quarterly earnings analysis, analyst upgrades/downgrades, daily webcasts and much more… this is also the best place to chat with me throughout the day.

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Jonah’s Deep Dives on Large/Mega Caps
We provide 3-4 deep dive writeups per month on large caps and mega caps which are companies with a market capitalization above $10 billion
By Jonah Lupton
Trading the Charts
Trading the Charts is a daily email with my favorite trading setups. You'll get access to my current trading portfolio, buys & sells, position sizes, entry & exit prices, and perhaps even some living trading & charting sessions.
By Jonah Lupton

ODDITY Tech files for an estimated $300 million US IPO; company behind  fast-growing beauty brand Il Makiage - Renaissance Capital

Company: ODDITY

Ticker: (ODD) 

Website: Oddity.com

IPO date: July 19, 2023 (traditional IPO)

IPO price: $35.00

Current stock price: $45.26

Outstanding shares: ~57.5 million

52 week high: $56.00 on August 04, 2023

52 week low: $46.28 on July 20, 2023

ATH: $56.00 on August 04, 2023

Market cap: $2.6 billion

Net cash/debt: +$100 million net cash

Enterprise value: $2.5 billion

Headquarters: New York, New York, United States

Number of employees: 265+

Average price target: $59.00 from 7 analysts


Investor Relations: https://investors.oddity.com

 Q2 2023 Earnings Report: https://investors.oddity.com/news-releases/news-release-details/oddity-tech-reports-record-second-quarter-results-beating 

Q2 2023 Earnings Call Webcast: https://investors.oddity.com/events/event-details/oddity-second-quarter-2023-earnings-call 


Public articles about Oddity:

https://www.fastcompany.com/90888535/il-makiage-oddity-revela-supercharge-hypergrowth

https://finance.yahoo.com/news/how-data-platform-oddity-is-taking-ai-and-unleashing-it-for-beauty-170017470.html

https://www.pymnts.com/news/ipo/2023/ai-powered-beauty-company-oddity-challenges-industry-norms-files-ipo/

https://www.fastcompany.com/90924786/oddity-ipo-stock-ai-beauty-makiage-spoiled-child

https://www.businesswire.com/news/home/20230427005130/en/ODDITY-Invests-100M-to-Bring-Pharma%E2%80%99s-AI-Based-Molecule-Discovery-Technology-to-Beauty-and-Wellness.


Outline

  1. Introduction

  2. Company Background

  3. Opportunity

  4. Business Model

  5. Competitive Advantages

  6. Risks

  7. Valuation

  8. Investment Model

  9. Analysts

  10. Technicals

  11. Conclusion

  12. Additional Sources

Below the paywall is the full deep dive Oddity (ODD) plus links to my investment portfolio (up ~92% YTD), daily activity, investment models and daily webcasts.

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