May Multiples & Key Questions

May Multiples & Key Questions

May Review of Multiples: The comp table has been updated for 1Q22 earnings and can be accessed by Premium Members in real time. [Download not found] May Review of Multiples: Since March 31, the US plant touching operators on my comp table have on average (using the...
Agrify: Proxy Insights & Customer insights

Agrify: Proxy Insights & Customer insights

Agrify’s 2021 Proxy came out this morning, and there is more information regarding the ownership of the largest customer (as detailed in this post on 4/1/21), as well as the share authorization. This also includes the takeaways from Benzinga, insights into the new...
Agrify’s Biggest Customer is a What?

Agrify’s Biggest Customer is a What?

Agrify’s 2021 10K came out last night, and there is a surprising new disclosure regarding customer concentration. We expect this to impact the way investors think about the valuation of the company going forward. This post been UPDATED on 4/4/2022 with additional...