Mark Cohen

Stone House Partners. Not investment advice or a solicitation to make any investment.

[Mark Cohen @MarkCohen31]

Today we amended our 13D and filed this presentation summarizing our view of $DBI and Topo Athletic 

https://t.co/X7Pag5Hvcf

[Mark Cohen @MarkCohen31]

Specter 3 is 🔥
$DBI @topoathletic

[Anthony Thorpe (安東尼) @200xEBITDA]

$DBI - Topo experiencing significant momentum with Specter Elite completely sold out on the Topo site.

Interesting to note that Topo was already growing ~30% before Specter 3 and Specter Elite were released, and following Specter 3's release, a Topo Product Director came out and stated "demand has exceeded our expectations."

Following the Specter Elite's release, a Topo Manager stated that "This is the biggest response we’ve ever seen to a launch..."

Risk/reward seems very good.

[Mark Cohen @MarkCohen31]

Switched from Hoka and On a few years ago. Found Topo to be the most comfortable of all running shoes. $DECK $ONON $DBI

[Anthony Thorpe (安東尼) @200xEBITDA]

wonder if specter 3 and specter elite are game changers for topo. if topo reaches altra's current scale $DBI goes to $10+ I think

[Mark Cohen @MarkCohen31]

https://t.co/YlUMU62ONu

[Mark Cohen @MarkCohen31]

Thanks for having us on @goodinvestingc Really enjoyed the conversation.

https://t.co/Wmo3ySwhJB

[Mark Cohen @MarkCohen31]

@goodinvestingc Thanks for having us on. Really enjoyed the conversation.

[Tilman Versch | Good Investing @goodinvestingc]

Underfollowed investors? ✅
A good track record? ✅
Concentrated investing? ✅

Stone House Partners checks all these boxes.

Here you can enjoy my latest interview with @MarkCohen31 & Raphi of Stone House:

👉🏻https://t.co/ZlEJnYQF3s
👉🏻https://t.co/sHkNwSY6aU

[Mark Cohen @MarkCohen31]

Long time reader. First time contributor. Thanks Columbia Business School! https://t.co/5A2NTMmKf3