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    Ivan Feinseth • Tigress Financial Partners LLP

    Ivan Feinseth's questions to Everest Consolidator Acquisition Corp (MNTN) leadership

    Ivan Feinseth's questions to Everest Consolidator Acquisition Corp (MNTN) leadership • Q2 2025

    Question

    Ivan Feinseth asked about the primary sources of new customer growth by industry or business type and inquired about the adoption of the self-service portal and its impact on margins.

    Answer

    COO Chris Innes identified significant growth from smaller brands, including franchises like Orangetheory and local 'mom and pop' businesses, a trend fueled by the launch of radius targeting. He confirmed that the 'self sign up' portal is being adopted and contributes to margin expansion. CFO Patrick Pohlen added that mid-sized customers are also embracing self-service, making it an efficiency driver across the business.

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    Ivan Feinseth's questions to Garmin Ltd (GRMN) leadership

    Ivan Feinseth's questions to Garmin Ltd (GRMN) leadership • Q2 2025

    Question

    Ivan Feinseth inquired about the opportunity for Garmin's wearables to become an integral part of personal health management, referencing public discourse on the topic. He also asked for the company's perspective on the potential market for smart glasses.

    Answer

    President and CEO Clifton Pemble expressed excitement about the role of wearables in health, stating that Garmin's diverse product line and advanced sensor technology create a significant opportunity. Regarding smart glasses, he adopted a 'wait and see' approach, noting past challenges with utility and public acceptance, and reiterated the company's belief in the strong utility of wrist-worn wearables.

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    Ivan Feinseth's questions to Garmin Ltd (GRMN) leadership • Q1 2025

    Question

    Ivan Feinseth inquired at what point Garmin might begin reporting subscription revenue as a separate line item. He also asked about the potential for the zumo radar to become an OEM product for motorcycles and whether new products are the primary driver of the updated 2025 guidance.

    Answer

    CEO Cliff Pemble stated that subscription revenue would be reported as a separate line item once it reaches 10% of consolidated revenue. He noted that the zumo radar is a new product category invented by Garmin and expects it to be embraced by both OEMs and aftermarket users over time. Pemble confirmed that the impact of a full slate of new product releases for 2025 is factored into the company's overall outlook.

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    Ivan Feinseth's questions to Garmin Ltd (GRMN) leadership • Q4 2024

    Question

    Ivan Feinseth from Tigress Financial Partners asked about the target customers for the new high-end Approach golf simulator and Descent dive computer, and whether they were attracting professional users. He also inquired about the market feedback on the 'unified cabin' concept showcased at CES.

    Answer

    CEO Clifton Pemble described the customer base for both new products as a 'broad range' of serious enthusiasts, not limited to a specific professional segment. He noted the golf product's unique dual-use for home and on-course play. On the unified cabin, he reported 'really good feedback,' positioning it as a futuristic demonstration of Garmin's capabilities that will influence the design of future cars, with its underlying technologies being integrated into upcoming vehicles.

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    Ivan Feinseth's questions to Garmin Ltd (GRMN) leadership • Q3 2024

    Question

    Ivan Feinseth of Tigress Financial Partners asked about the customer uptake on paid apps via the Connect IQ store and new inReach subscription features. He also inquired about the market reception and growth potential for Garmin's new dash cam products.

    Answer

    President and CEO Clifton Pemble described paid apps and expanded inReach features as incremental enhancers to revenue and margin, noting it's still early for the new satellite messaging capabilities. Regarding dash cams, he stated that while the market is mature, Garmin's new products, which focus on superior optics and quality, have been very well received by the market.

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    Ivan Feinseth's questions to USANA Health Sciences Inc (USNA) leadership

    Ivan Feinseth's questions to USANA Health Sciences Inc (USNA) leadership • Q2 2025

    Question

    Ivan Feinseth of Tigress Financial Partners LLP asked about the competitive advantages and opportunities arising from health-focused trends, particularly for children's products. He also inquired about the technology, CRM, and social media tools being developed to support the new 'brand partners' and help them build successful careers.

    Answer

    CFO Doug Hekking and CCO Brent Neidig emphasized that USANA's foundational product quality and new organizational agility position it well to capitalize on health trends. COO Walter Noot specifically cited the HYA acquisition as being perfectly aligned with the demand for clean children's health products. Regarding tools, Brent Neidig described new data-driven predictive tools being rolled out to help partners identify business opportunities, with a social media tool also in trial. CEO Jim Brown added that the company is actively exploring AI to enhance these support tools for brand partners in the future.

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    Ivan Feinseth's questions to USANA Health Sciences Inc (USNA) leadership • Q1 2025

    Question

    Ivan Feinseth asked about the reception of new products launched in China, future product categories, and the potential market opportunity from a consumer shift towards cleaner, more natural ingredients.

    Answer

    Chief Commercial Officer Brent Neidig detailed the successful Q2 launch of a children's calcium product in China, noting that a larger wave of new products is slated for the second half of the year. CEO Jim Brown added that the company's August international convention is a key venue for these launches. Regarding the market trend towards cleaner ingredients, CFO Doug Hekking affirmed that USANA is well-positioned to capitalize on this, emphasizing the company's focus on communicating its product differentiation. Jim Brown also highlighted the alignment of this trend with the Hiya brand.

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    Ivan Feinseth's questions to USANA Health Sciences Inc (USNA) leadership • Q4 2024

    Question

    Ivan Feinseth inquired about the performance of the Hiya acquisition relative to expectations, including potential operational synergies and margin expansion. He also asked about the 2025 new product pipeline and current top-performing product categories.

    Answer

    COO Walter Noot and CEO Jim Brown stated the Hiya acquisition is going very well and that they are carefully exploring operational synergies in supply chain and manufacturing to avoid disrupting Hiya's business plan. CFO Doug Hekking noted short-term integration costs and inventory step-up will affect Hiya's P&L in 2025. Regarding new products, CEO Jim Brown declined to give specifics to maintain excitement for associate events, while CFO Doug Hekking added that skincare and flagship nutritional supplements are key focus areas.

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    Ivan Feinseth's questions to Oklo Inc (OKLO) leadership

    Ivan Feinseth's questions to Oklo Inc (OKLO) leadership • Q3 2024

    Question

    Ivan Feinseth of Tigress Financial Partners asked about the potential for co-R&D development partnerships with companies in biotech, pharmaceuticals, or semiconductors following the Atomic Alchemy acquisition, and what Oklo's value proposition would be in such collaborations.

    Answer

    CEO Jake Dewitte confirmed that R&D partnerships are a possibility, noting that a reliable supply of radioisotopes is a major constraint on pharmaceutical development. He explained that by increasing supply, Oklo and Atomic Alchemy can unlock new research and attract partners from big pharma. Dewitte also highlighted the significant, underappreciated opportunity in semiconductor manufacturing through neutron transportation doping, calling it a 'gold standard' process. He anticipates that as the business matures, offtake agreements and strategic partnerships will develop over the next year.

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    Ivan Feinseth's questions to Oklo Inc (OKLO) leadership • Q3 2024

    Question

    Ivan Feinseth asked about the potential for co-R&D development partnerships with companies in biotech, pharmaceuticals, or semiconductors following the Atomic Alchemy acquisition, and what Oklo's value proposition would be to these new partners.

    Answer

    CEO Jacob Dewitte confirmed the potential for such partnerships, stating that a reliable domestic supply of radioisotopes could unlock significant R&D in those fields. He highlighted the underappreciated opportunity in using neutron transportation doping for high-quality semiconductor manufacturing as a key value proposition, in addition to supplying the radiopharmaceutical industry.

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