March 16, 2026
Investment Thesis – Management Feedback We had a chance to catch up with Nextpower management (IR contact: Sarah Lee) on March 13, 2026 for a 36-minute discussion covering eight topics spanning the company’s product strategy,…
March 10, 2026
The Supermarket Thesis The core insight is structural, not cyclical: NXT’s customers are consolidating, and NXT is one of the only vendors with the execution capability to consolidate their SKUs vertically. This is a supermarket…