Starlink just went mainstream. One small stock wins most.
Trader Insight Media
<> Aug 12, 2026
A portfolio, like a team, wins through collaboration! - Andrew Green
SpaceX's IPO made history. The stock hit $165 in a week.
But the most important part of this story may not be the rockets.
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It's Starlink. T-Mobile just enabled Starlink satellite connectivity on every
iPhone and billions of phones are coming online for the first time.
Starlink sells them the connection. That's where its job ends. But every hour
those people spend on their phones generates ad revenue - and someone has to
collect it.
I found the company doing it. 490 million users. A billion dollars earned and
saved. 32,481% revenue growth - enough to make it the #1 software company
according to Deloitte's fastest growing companies list in 2023. $11.8 million
in EBITDA in 2025. And it hasn't gone public yet.
Series A open at $0.52/share.
But on August 14, the opportunity to invest at this price closes — and it's
gone after that.
Every previous round sold out. I don't expect this one to last either.
View the full offering before August 14 →
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Please read the offering circular
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and related risks at invest.modemobile.com.
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This is a paid advertisement for Mode Mobile’s Regulation A+ Offering.
Mode Mobile recently received their ticker reservation with Nasdaq ($MODE),
indicating an intent to IPO in the next 24 months. An intent to IPO is no
guarantee that an actual IPO will occur.
The Deloitte rankings are based on submitted applications and public company
database research, with winners selected based on their fiscal-year revenue
growth percentage over a three-year period.
Pro forma revenue and EBITDA, includes full year numbers of the businesses
acquired throughout 2025.
2026-08-03 23:21:43 +00:00 IMG2514_501GS12 - 11.08 (3N-GOV) wf 19347551
25289001 82167 102067 1025964
Today's Market Update For You
Procter & Gamble Just Paid $3.8 Billion to Get Into the Supplement Aisle
Written by Andrew Green
P&G's $3.8 Billion Bet on Supplements - Quick Take
The Quick Take Procter & Gamble agreed to acquire supplements maker Thorne for
$3.8 billion, buying the company from private equity firm L Catterton. Thorne
makes vitamins, supplements, and at-home health testing kits sold directly to
consumers and through healthcare providers. The deal adds a fast-growing
wellness brand to a company best known for household staples like Tide,
Pampers, and Crest. It's one of several consumer and industrial deals this
week, alongside Orix's roughly $640 million purchase of British aerospace parts
maker AerFin.
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P&G's $3.8 Billion Bet on Supplements - Body
What Happened
A century-old consumer giant buys into the supplement boom
Procter & Gamble, the maker of household names like Tide and Crest, agreed to
buy Thorne, a vitamin and supplement company, for $3.8 billion. The seller is L
Catterton, a private equity firm that has owned Thorne and built it into a
brand sold both directly to consumers and through doctors and health
practitioners.
The deal lands in a week with several other notable acquisitions, including
Orix's roughly $640 million purchase of AerFin, a British aerospace parts
supplier, showing dealmaking activity holding up even as broader markets stay
choppy on oil and rate concerns.
Why It Matters
Wellness is where consumer giants think growth still lives
P&G's core categories — laundry detergent, diapers, razors — are mature and
slow-growing in developed markets. Supplements and personal wellness products,
by contrast, have kept growing even as shoppers pull back on discretionary
spending elsewhere, with consumers increasingly trusting science-backed,
practitioner-recommended brands over mass-market vitamins.
Buying Thorne gives P&G an established, credible brand in a category it would
otherwise have to build from scratch — and a foothold with healthcare providers
it doesn't reach today.
For a company P&G's size, a $3.8 billion deal is a bolt-on, not a
bet-the-company move, but it signals where management sees the next decade of
category growth heading.
The Deal
DetailWhat It Means
Price: $3.8 billionWhat P&G is paying for Thorne.
Seller: L CattertonPrivate equity firm that built and owned the brand.
Category: Supplements & wellnessVitamins, supplements, and at-home health
testing.
Buyer profile: P&GConsumer giant behind Tide, Pampers, and Crest.
What It Means For You
A familiar playbook, applied to a newer category
If you own P&G stock, this deal is unlikely to move the needle on its own, but
it's a data point on capital allocation: management is willing to pay up for
brands in health and wellness rather than just returning cash to shareholders
through buybacks and dividends.
If you're a Thorne customer, expect the brand to stay largely the same in the
near term — P&G has historically kept acquired brands intact rather than
folding them into its house identity, at least initially.
This Week's Other Notable Deals
DealDetail
Orix buys AerFin~$640 million deal for a British aerospace parts maker.
Razer buys StreamElementsGaming hardware firm acquires an Israeli
livestreaming platform.
Braveheart Bio IPOCardiovascular biotech raised $383 million at a $1.6 billion
valuation.
Open Farm IPO prepCanadian pet food brand preparing a Toronto listing.
What to Watch Next 1 · Integration signals
Watch for details on how P&G plans to distribute Thorne beyond its current
direct-to-consumer and practitioner channels.
2 · Sector consolidation
Expect more consumer giants to pursue wellness and supplement acquisitions if
this deal performs well.
3 · Deal financing
Details on how P&G is funding the purchase — cash, debt, or a mix — should
surface in coming disclosures.
The Bottom Line
P&G didn't build a supplements brand from scratch because it didn't have to —
$3.8 billion buys a decade of credibility that would otherwise take years and a
lot of marketing spend to earn.
The deal is a reminder that even the most mature consumer companies are still
hunting for growth, and increasingly they're finding it in categories that
didn't exist on their shelves a decade ago.
When Tide's parent company pays billions for a vitamin brand, it's telling you
exactly where consumer spending is still growing.
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