Contrarian Corpus
Wolfpack Research vs. Skillz, Inc.

Skillz, Inc. · SKLZ

1 deck published between 2021-03-08 and 2021-03-08 — 16 pages, 16 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2021-03-08 initial thesis

    b084d8_10cd408940e44ce090e3697da1059493

    16pp · research_note

    Skillz's SPAC-era growth story is collapsing — its top three games (88% of revenue) are in freefall while management touts fake NFL and Buck Hunter 'partnerships' to mask the miss.