S-1s
I’ve been working on some research for a content series, and in the process it’s taken me into the archives of S-1s of some of the best consumer tech companies of the past two decades.
It’s incredible how rich with information these documents can be. It’s like a (to be fair, much more dry) version of a business biography: much of the secret sauce is spilled out into the open for anyone to read and learn from.
I’m convinced S-1s should be required reading for analysts of any kind. Turn off YouTube, close X and sit down with the 100+ page document of your favourite public company. I bet you’ll learn a tonne.