Content Index - Companies
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A
AAR CORP
Abcam - ABC
ABF Freight System
Acast
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Acast, Spotify, & Podcast Monetization
Acast: Podcast Advertising Platforms and Growth Opportunity
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Spotify Podcasting: Megaphone, SPAN & Programmatic
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Spotify Podcast Advertising
Spotify: Podcast Advertising Value Chain
Accenture - ACN
Accor - AC
Activision Blizzard - ATVI
Fortnite Gameplay Design & Monetization
The Value of Gaming Intellectual Property
Esports & The Overwatch League
Unity Technologies: Game Engine Industrial Applications
Massive Entertainment: Game Development, Design & Monetization
Keywords Studios: Sales Process, Single Service BPO's & Competition
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Microsoft Gaming: Xbox Cloud & Game Pass
Google Stadia: Challenges Scaling a Cloud Gaming Service
ACV Auctions - ACVA
ACV Auctions & US Auto Wholesale Market
Carvana, ADESA, & US Auto Wholesale Auction Market
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, ADESA, ACV, & Wholesale Auto Auctions
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
ACV Auctions Competitive Advantage & Threats
ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
ACV Auctions: Operating Model
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
ADAC
AddLife - ALIF
Addtech: The History of Bergman & Beving
Addtech, Addlife, & Nordic Value-added Distribution
Addtech & B2B Industrial Distribution
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
AddLife: Healthcare 21 Acquisition
AddLife: History & Future M&A Opportunities
AddLife: Vision Ophthalmology Group Acquisition
Bergman & Beving: Spin-offs, Value Chain & New Management
Addtech and Topicus: Competitively Advantaged Buyers
Addnode Group - ANOD-B
Addtech AB - ADDTb
Addtech: The History of Bergman & Beving
Addtech: M&A Process and Strategy
Addtech, Addlife, & Nordic Value-added Distribution
Addtech & B2B Industrial Distribution
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Röko: Building a Leading Serial Acquirer
Diploma PLC: Leadership and M&A from Bruce to Johnny
Bergman & Beving: Spin-offs, Value Chain & New Management
Halma, Danaher, CSU & Serial Acquirer Org Structures
Addtech and Topicus: Competitively Advantaged Buyers
Bergman & Beving: Lagercrantz 2.0?
Adecco Group AG - ADEN
ADESA
Adore Beauty - ABY AU
ADPMa
ADVANCED DRAINAGE SYSTEM - WMS
Advanced Micro Devices Inc - AMD
Adyen NV - ADYEN
Adyen: Entering New Markets
Adyen: A Merchant's Perspective
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Adyen, Stripe, Checkout, & Payment Acquirers
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Adyen: Pricing, Culture & Talent
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Adyen: Pricing & Competition
AerCap - AER
Affirm
Aflac Inc - AFL
Agilent Technologies Inc - A
Ahern Rentals
Airbnb - ABNB
Airbus - AIR
Airbus: Launching A320neo versus Boeing 737
Leading Airbus China: Race Against Boeing
Satair & Aerospace Distribution
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Boeing Propulsion: OE and Aftermarket Strategies
OHB & European Space Systems
Proponent, HEICO, & Aerospace Distribution
Boeing Global Services, TransDigm & Supplier Relationships
Boeing, TransDigm, & a History of Aftermarket Distribution
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO, PMA History, and Pricing vs OEM
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Boeing vs OEM Supplier Bargaining Power
Designing, Approving, and Selling PMAs
TransDigm Group Podcast
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
HEICO: Wencor Acquisition Synergies and Analysis
AIR LEASE CORP - AL
Alcon AG - ALCC
Aldi
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Lidl and Hard Discounter Culture
Mercadona and Discount Food Retail
Leadership Principles: Lessons from 25 Years in Consumer Retail
Lidl: Hard Discounter Business Models
Hard Discounters vs Big Four UK Grocers: Asda Case Study
The Evolution of Aldi's Operations in The U.S.
Dino Polska: Growth Runway & Competition
Aldi, Ocado, & Online Grocery Business Models
Aldi: Hard Discounter Business Models
Lidl in Ireland: from 0 to 12% market share in 20 years
Aldi: Culture & Operations of a Hard Discounter
Align Technology Inc - ALGN
Alimentation Couche-Tard - ATD
Circle K's US Unit Growth and Fuel Margin Outlook
EV Penetration & Circle K Norway's EV Experiment Lab
ARKO & US C-Stores: Merch Margins and EV Risks
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Circle K: US C-Store Asset Quality & Unit Growth
Circle K Norway EV Experiment Lab
Couche-Tard, C-stores, & The Impact of Electric Vehicles
Allegro - ALE
Allianz - Allianz
Allianz SE - ALV
Ally Bank
Alphabet Inc - GOOG
Cogent Communications: Hyperscalers' Dark Fiber Demand
Google Workspace vs Microsoft 365
Google Workspace: SMB to Enterprise Sales
Spotify Podcasting: Original Content Strategy
Tesla: Artificial Intelligence in Autonomous Driving
Hyperscalers: Cloud TAM
Spotify Podcast Ads: Monetising a Megaphone Show
Spotify: Podcast Advertising Value Chain
Alpha Group - ALPH
Alphawave IP
Alteryx - AYX
Alteryx - AYX
Amazon - AMZN
Amazon Europe: Logistics, Hiring and Leadership Principles
Amazon European Logistics Buildout
Snowflake, Redshift, & AWS Partner Program
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Atlassian: Reselling Jira and Confluence
New Relic vs Datadog: Fight for Observability
Alteryx: Land and Expand
Major Record Labels: Business Model Evolution
Amazon Fulfilment Process
Amazon Retail Unit Economics
Etsy, Amazon Handmade, & Potential Limitations to Scale
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Wayfair: CastleGate vs Drop Shipping Unit Flow
Amazon vs CDON, Allegro, & Bol.com
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Amazon Advertising
HashiCorp: Sales & Marketing Strategy
InPost & The Automated Parcel Machine (APM) Industry
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Wayfair: CastleGate & Online Furniture Logistics
Wayfair CastleGate, Amazon, & FBA vs FBW
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Wayfair: Dropshipping Unit Flow
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Snowflake Positioning vs AWS, GCP, Azure
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
AWS: Containers, Kubernetes, & EC2 Stickiness
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Amazon Web Services: EC2 Graviton Strategy
The History of x86, ARM, & Amazon's Graviton Processor
AWS Graviton’s Process Power
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Amazon Retail: 1P vs 3P Economics
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Amazon Retail EMEA Strategy and Profitability
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
Investor Dialogue: Amazon Web Services
Databricks, Snowflake, GCP, & Public Cloud Competition
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Confluent, Amazon MSK, & Apache Kafka
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR
Amazon Retail: The Rails of E-commerce
Amazon Advertising: Endemic & Non-Endemic Ads
Amazon Web Services: Data Center Economics
Cogent Communications: Hyperscalers' Dark Fiber Demand
Netflix Engineering & AWS Relationship
AWS: Long-Run and Normalised FCF Margin Estimates
Amazon Advertising: Decoupling from GMV
Fedex Express: The Design & Evolution of a Delivery Network
Snowflake, Synapse, and Redshift: Customer Angle
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Running a Hyperscale Data Center
Amazon Ads & The Retail Media Landscape
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Prime's Sports Rights Strategy
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Retail: A Valuation Approach
Amazon Ads: 1P and 3P Spend Breakdown
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
YouTube, Twitch, & Live-Video Monetisation
Amazon Logistics: US Network Buildout & Rationalization
Amazon: Deconstructing the Retail P&L
Databricks: Melting the SNOW
Amazon: How a Unit Flows through the Network & Unit Costs
Spotify Podcasting: Original Content Strategy
Amazon vs Temu: Business Model & Logistics
The Trade Desk: Publisher Programmatic Strategies
Tesla: Artificial Intelligence in Autonomous Driving
SpaceX: Understanding Starlink
Hyperscalers: Cloud TAM
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
AWS Series: Kubernetes & The Portability Illusion
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Wayfair CastleGate Economics: Supplier's Perspective
Amazon Web Services
Spotify Podcast Ads: Monetising a Megaphone Show
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Lessons from Eight Years at Amazon, Inc.
Amazon's Culture
Amazon Robotics: Sparrow & Warehouse Cost Efficiencies
Amazon.com Structural Advantages vs Traditional Retail
Wayfair: German Market Challenges
Overstock.com vs Wayfair: Product Flow through the Network
Amazon Retail
Wayfair: CastleGate and Last Mile Delivery
AMZN Retail & IP Company Learning Journeys
Wayfair vs Amazon: A Supplier's Perspective
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon & Wayfair: Handling Large & Bulky Goods
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Wayfair: Demand Forecasting
Amazon Web Services - AWS
Cogent Communications: Hyperscalers' Dark Fiber Demand
Alphawave: Hyperscaler Customer Chip Development
Snowflake: Investment Trends & Cost Optimization
Microsoft 365, Google Workspace & Selling through the Channel
Snowflake: Pace Of Innovation & Next Growth Vectors
Snowflake: IaaS vs PaaS & Analytics Budgets
Snowflake & Databricks: Comparison, AI & Convergence of Offering
KX: A Customer's Perspective
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
American Express Co - AXP
America’s Auto Auction
AMERICAS CAR-MART INC - CRMT
AMETEK Inc - AME
Amplifon
Amplifon SpA - AMPF
AmWINS Group
Analog Devices Inc - ADI
Antech Diagnostics
A&O Johansen A/S
AP Moeller - Maersk A/S - MAERSKb
Appdynamics
AppFolio - APPF
Apple Inc - AAPL
Amazon Prime's Sports Rights Strategy
Alphawave: Hyperscaler Customer Chip Development
Spotify Podcasting: Original Content Strategy
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Spotify Podcasting: Megaphone, SPAN & Programmatic
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
AppLovin - APP
APTARGROUP INC - ATR
Aptiv - APTV
ARCH CAP GROUP LTD - ACGL
Arch Insurance Group Inc
Argentex Group PLC - ARG
Argo AI
ARKO Corp - ARKO
ARROW ELECTRONICS INC - ARW
Asana - ASAN
ASBURY AUTOMOTIVE GROUP - ABG
Asda - WMT
Ashtead Group PLC - AHT
United Rentals, Ahern, & Equipment Rental M&A
United Rentals: Specialty Division Growth & M&A Strategy
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead & Equipment Rental: A More Resilient Business
Sunbelt vs United: the Nature of Equipment Rental Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Ashtead & Equipment Rental
Sunbelt Rentals: Pump & Power Specialty Equipment
ASOS - ASOS
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
ASOS, Boohoo, & Online Fashion Retail Business Models
ASOS, Zalando, & EU Fast Fashion
Boohoo & UK Online Fashion
ASOS Marketplace: Third-Party Brand Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Zara Buying & Merchandising Strategies
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Zara & SHEIN Supply Chain Analysis
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Assa Abloy AB - ASSAb
Assicurazioni Generali SpA - G
Associated British Foods PLC - ABF
Aston Martin Lagonda Global Holdings PLC - AML
Atlanticus Holdings Corporation
Atlas Copco AB - ATCOa
Atlassian - TEAM
Atlassian: Reselling Jira and Confluence
Monday.com: Comparison with Asana, Airtable and Jira
Atlassian: Work Management Positioning & Monetizing Trello
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Atlassian: Confluence Strategy & Competition
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
ServiceNow: Competing with Jira & Datadog
Atlassian: Partner Ecosystem, Server Migration & ITSM
Atlassian & Cloud Migration: Partner Perspective
Aurora
Auto1 Group - AG1
Autodesk Inc - ADSK
Automation Anywhere
AUTOonline
Auto Trader Group PLC - AUTOA
Avalara Inc - AVLR
AvidXchange - AVDX
AXA - AXA
Azelis
Azenta Life Sciences - AZTA
B
Bacardi
Balta Group - BALTA
Banking Circle Group
Barratt Developments PLC - BDEV
Basic Fit International B.V.
Basic-fit NV - BFIT
Bausch Health Companies Inc - BHC
BayWa AG
BCA Marketplace
Beam Suntory - STBFY
Bechtle AG - BC8G
Becle - MXN
Fever Tree Australia: Positioning & Distribution Strategy
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Becle: Agave Market Dynamics
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
Becton Dickinson and Co - BDX
BED BATH & BEYOND INC - BBBY
Beezy
Bellway PLC - BWY
Bergman & Beving - BERG-B
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Bergman & Beving: The Original Serial Acquirer
Bergman & Beving, Luna, & Nordic Tools Distribution
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Röko: Building a Leading Serial Acquirer
Diploma PLC: Leadership and M&A from Bruce to Johnny
Bergman & Beving: Spin-offs, Value Chain & New Management
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Serial Acquirers
Serial Acquirers: Purchase Price Accounting
Berkshire Hathaway Inc - BRKb
Berkshire Hathaway Specialty Insurance - BHSI
Beyond, Inc.
Big Yellow Group PLC - BYG
Bill.com - BILL
Biolife Solutions - BLFS
Biomerieux SA - BIOX
Bio-Rad Laboratories Inc - BIO
BJ's Wholesale Club - BJ
Blue Prism - PRSM
B&M Group - BME.L
BMW - BMW
BOC Aviation
Boehringer Ingelheim
Boeing - BA
Airbus: Launching A320neo versus Boeing 737
Leading Airbus China: Race Against Boeing
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Boeing Propulsion: OE and Aftermarket Strategies
Proponent, HEICO, & Aerospace Distribution
Boeing Global Services, TransDigm & Supplier Relationships
Boeing, TransDigm, & a History of Aftermarket Distribution
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO PMA and MRO: Airline Customer Perspective
HEICO, PMA History, and Pricing vs OEM
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Boeing vs OEM Supplier Bargaining Power
Designing, Approving, and Selling PMAs
TransDigm Group Podcast
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
HEICO: Wencor Acquisition Synergies and Analysis
Bollore SE - BOLL
Boohoo Group - BOO
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
ASOS, Boohoo, & Online Fashion Retail Business Models
ASOS, Zalando, & EU Fast Fashion
Boohoo & UK Online Fashion
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Zara Buying & Merchandising Strategies
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Zara & SHEIN Supply Chain Analysis
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Booking Holdings - BKNG
Boozt - BOOZT
Boozt, Zalando, & Nordic Online Fashion
Boozt Assortment and Strategic Positioning
Zara's Supply Chain
Zara Buying & Merchandising Strategies
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Bravida - STO: BRAV
Brenntag AG - BNRGn
British American Tobacco PLC - BATS
Brookfield Asset Management - BAM
Brookfield Renewable Partners - BEP
BROWN & BROWN INC - BRO
Brown-Forman Corp - BFb
Brunello Cucinelli
Bunzl plc - BNZL
Bupa
Burford Capital - BUR
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Manolete Partners & Insolvency Litigation Finance
Burford Capital & Litigation Finance
Investor Dialogue: Burford Capital
Burford Capital Management Team, Capital Allocation, and Liquidation Value
Burford Capital: A History of Petersen & the YPF-related Assets
Burford H1 22 Results: Duration and Cash Income Reconciliation
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Burford Capital, Harbour Litigation, IRR's, & Asset Recovery
Burford Capital & Litigation Case Origination
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Omni Bridgeway: Leading Litigation Finance
Burford Capital: Pioneering Litigation Finance
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Burford Capital Valuation Framework
Burford Capital, Elliott Management & Collecting vs Argentina
Burford Capital & Litigation Fair Value Accounting
Burford Capital: Law Firm Survey
Bench Walk, PACCAR Judgment, & Litigation Finance
Burford Capital & YPF Risk-Reward
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Burford Capital: Law Firm and Funder Relationship
Litigation Funding: In-House Counsel Perspective
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Burford Capital: Moat, Insurance Risks, Sysco, YPF
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital Limited
BYD
ByteDance
C
CABLE ONE INC - CABO
Cadence
Caffé Nero
Calamp - CAMP
Campbell Soup Company - CPB
Capital One Financial Corp - COF
Capri Holdings Ltd - CPRI
car2go
Cardlytics - CDLX
Care England
Carl Zeiss Meditec AG - AFXG
Carmax Inc - KMX
CarMax: Competing with Carvana
Carvana, America's Car-Mart, & Auto Subprime Financing
AerCap, Aircraft Leasing, & Auto Dealer Business Models
Vroom, Carvana, & Optimising Vertical Integration
Investor Dialogue: Carvana vs CarMax
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Carvana Finance GPU Analysis
Copart: Accident Rates & Auto Repair Diagnostics
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Investor Dialogue: Carvana Liquidity & Finance GPU
CarMax: Omni-channel Strategy
Carvana: Evolution of the Inspection & Reconditioning Process
Carvana: Post-COVID Challenges
Carvana Operations: Vehicle Flow through the Network
CarMax: How a Vehicle Flows through the Network
ACV Auctions
Carvana vs CarMax: Comparing Operating Models
ADESA, Manheim, & US Wholesale Auto Auctions
ACV Auctions: Operating Model
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
Vroom: Operational Challenges to Scale
Carrier Global Corp - CARR
Cartier - CFR
CARTV
CARVANA CO - CVNA
CarMax: Competing with Carvana
Carvana, KAR Auction, & The Used Car Ecosystem
Carvana, America's Car-Mart, & Auto Subprime Financing
AerCap, Aircraft Leasing, & Auto Dealer Business Models
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana, ADESA, & US Auto Wholesale Auction Market
Wayfair CastleGate, Amazon, & FBA vs FBW
Vroom, Carvana, & Optimising Vertical Integration
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Investor Dialogue: Carvana vs CarMax
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Carvana Finance GPU Analysis
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana's Finance GPU and Gain-on-Loan Sale
Carvana: Finance GPU Challenges and Potential Solutions
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Auto1 Group & European Online Auto Retail
CarMax: Omni-channel Strategy
Carvana: Evolution of the Inspection & Reconditioning Process
Carvana: Post-COVID Challenges
ACV Auctions
Carvana Operations: Vehicle Flow through the Network
CarMax: How a Vehicle Flows through the Network
Carvana vs CarMax: Comparing Operating Models
ADESA, Manheim, & US Wholesale Auto Auctions
ACV Auctions: Operating Model
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
Vroom: Operational Challenges to Scale
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
CASE Construction Equipment
CASELLA WASTE SYSTEMS - CWST
CASEYS GENERAL STORES - CASY
Casper Sleep - CSPR
Caterpillar Inc - CAT
CATL
Cazoo - AJAX
CDON - CDON
CHAdeMO
Champion Aerospace Inc
Changan Automobile
ChargePoint
Charter Communications - CHTR
Checkout.com
Check Point Software Technologies Ltd - CHKP
Chewy - CHWY
Chime
Chipotle Mexican Grill Inc - CMG
CH Robinson Worldwide Inc - CHRW
Chronosphere
CIMPRESS NV - CMPR
Circle K - CRK
Cisco Systems Inc - CSCO
Clear Lane Freight Systems - CLFS
ClickHouse
Coca-Cola - KO
Cogent Communications Holdings Inc - CCOI
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Cogent Communications & Global ISP Competition
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Cogent's Sprint Fiber Deal
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Cogent Communications: Hyperscalers' Dark Fiber Demand
Cogent Communications: Architecting A Cable Network
Cogent Communications, Microsoft, & Dark Fiber Networks
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Cognizant Technology Solutions - CTSH
Comcast Corp - CMCSA
Compagnie Financière Richemont SA - CFR
Confluent - CFLT
Constellation Brands Inc - STZ
Constellation Software - CSU
Topicus, PharmaPartners, & VMS Value-Based Pricing
Investor Dialogue: Constellation Software
Constellation Software, Jonas, & Portfolio Management
Constellation Software, Allscripts, & CSU 2.0
Constellation Software: Culture & M&A
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Constellation Software: M&A Best Practices
Constellation Software
Topicus, TSS, & Dutch Notary Software
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Topicus: M&A Strategy & Growth Runway
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software Competitive Risks
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Röko: Sector-Agnostic vs Sector Focused Acquirers
Constellation Software: A Competitive Analysis
Constellation Software: Altera Acquisition Analysis
Investor Dialogue: Valuing Constellation Software & Lumine Spin
Constellation Software: 5 Key Operational Metrics
Halma, Danaher, CSU & Serial Acquirer Org Structures
Constellation Software, Allscripts History & Post-Acquisition Strategy
Addtech and Topicus: Competitively Advantaged Buyers
Constellation Software: Operating KPIs
Vitec Software: ABS Laundry Acquisition
Constellation Software & VMS Competition
Constellation Software: Altera Analysis
Judges Scientific, Geotek, & GDS Instruments
Topicus, Transdigm and Value-Based Pricing
Serial Acquirers
Visma: Oima Acquisition Case Study
Serial Acquirers: Purchase Price Accounting
Continental AG - CONG
ControlExpert GmbH
Cooper Equipment Rentals
Copart - CPRT
The Auto Insurance Claims Process
Pricing Auto Insurance Policies
Carvana, KAR Auction, & The Used Car Ecosystem
US Franchise Auto Dealers: Shifting Omnichannel
Copart: International Growth Opportunities
IAA, Copart, & Salvage Auctions
Copart Germany: A New Salvage Auction Model
Copart: Running a Salvage Yard
Investor Dialogue: Copart
Copart: Accident Rates & Auto Repair Diagnostics
Copart: Dynamics of the German Market
ACV Auctions
CoreWeave
Costco Wholesale Corp - COST
Costco Buying Strategies & Supplier Relationships
Costco & Buying Scale per SKU
Costco: The Executive Membership, Gas Stations, & Selling Popchips into Costco
Aldi, Ocado, & Online Grocery Business Models
26 years at Costco Canada
Costco Wholesale vs Sam's Club
Costco's International Growth Opportunity
Costco: APAC & China Store Growth Potential
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Costco Wholesale: Management, Philosophy, & Culture
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Costco UK & Europe: History, Economics, and Store Opportunity
Costco: Culture & Operating Principles at Costco Canada
Costco's Cultural DNA: Working with Jim Sinegal
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Costco Australia & China Growth
Costco Taiwan & Korea Market & Growth Opportunity
Costco: Multi-Vendor Mailers & Merchandise Margins
Costco's Changing Philosophy
Amazon.com Structural Advantages vs Traditional Retail
Costco Wholesale
Costco UK & Europe Store Opportunity
Costco International: 650+ Store Opportunity
Coty - COTY
Countryside Partnerships plc
Countryside Properties PLC - CSPC
Cox Automotive
CRC Insurance
Credit Acceptance - CACC
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Credit Acceptance Corporation: Educating Dealers
Credit Acceptance: Loan Volume Growth
CACC vs Westlake: Loan Origination Process
Credit Acceptance, CAPS, & New York Litigation
Credit Acceptance vs Westlake Loan Economics
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Credit Acceptance
Credit Acceptance: CAPS Workflow Challenges
Credit Acceptance: Hurdles to Loan Volume Growth
Credit Acceptance: CAPS vs DealerCenter Loan Application Workflow
Credit Acceptance: Dealer Survey
Credit One
Cruise
CSL Ltd - CSL
Cytek Biosciences Inc - CTKB
Cytek Biosciences: Full Spectrum Flow Cytometry
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Cytek Biosciences: A Distributor Perspective
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Maxcyte's Technology, Pricing, & Growth Outlook
Cytek Biosciences: Flow Cytometry Competition
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
D
D2L INC - DTOL
Daimler AG - DAIGn
Danaher Corp - DHR
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Danaher, Beckman Coulter, & The DBS Machine
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Batch to One Piece Flow Manufacturing
Danaher & Sartorius: Promising Yield
Halma, Danaher, CSU & Serial Acquirer Org Structures
Danaher Business System: Hach Sales Team Case Study
Danaher: Implementing DBS in the Sales Process
The Danaher Business System Mindset
Danaher: M&A Runway, Target Evaluation Process & Valuations
Serial Acquirers
Danaher's Pall: Medical vs Biopharma Segment Quality
Danaher's Culture, Pall Industrial, & Deploying DBS
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher Business System: Kaizen Case Study at Pall
Danone SA - DANO
Databricks
Databricks, Snowflake, GCP, & Public Cloud Competition
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Databricks: Melting the SNOW
Snowflake: Pace Of Innovation & Next Growth Vectors
Snowflake: IaaS vs PaaS & Analytics Budgets
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Datadog - DDOG
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
New Relic vs Datadog: Fight for Observability
Datadog, Open Telemetry, & A History of Observability
Selling Microsoft Office 365 Commercial
Elastic Positioning & Growth Strategies
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Datadog, AppDynamics, & Observability Products
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Chronosphere: Datadog, Prometheus, & Centralizing Observability
ServiceNow: Competing with Jira & Datadog
ServiceNow: Customer Maturity, New Products & Value Realization
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
DB Schenker
Debenhams
Deliveroo - ROO
Deliveroo & Dark Kitchens
Scaling Uber EATS in London
Online Food Delivery: A Restaurant's Perspective
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Getir & On-Demand Grocery Delivery
Elmenus & Egyptian Food Delivery
Online Food Delivery: Marketplaces & Logistics Business Models
Just Eat & Online Food Delivery in Spain
Burger King UK: Offline to Online Food Delivery
Online Food Delivery: Spain Labor Law & Market Structure Changes
Glovo & EU Convenience Delivery
Slerp & UK White Label Restaurant Food Delivery
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Delivery Hero SE - DHER
Delphi Technologies - DLPHI
Delta Air Lines - DAL
Demant A/S - DEMANT
Deutsche Lufthansa AG - LHAG
Deutsche Post AG - DPWGn
Diageo - DGE
Diageo & Brand Innovation
Premium Spirits: US On/Off-Premise Distribution
A History of US Wine & Spirits Distribution
Fever Tree Australia: Positioning & Distribution Strategy
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
DiaSorin SpA - DIAS
DiDi
DIGIMARC CORPORATION - DMRC
Dino Polska S.A. - WSE:DNP
Diploma PLC - DPLM
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Röko: Sector-Agnostic vs Sector Focused Acquirers
Diploma PLC: Windy City Wire
Diploma PLC & Value-Added Distribution
Diploma PLC: Leadership and M&A from Bruce to Johnny
Essentra Components History and Business Quality
Serial Acquirers
IP Podcast: Diploma PLC
Essentra PLC
Serial Acquirers: Purchase Price Accounting
Discovery Inc - DISCA
Diversey
Dollar Tree Inc - DLTR
Domino's Pizza Enterprises - DMP
Domino's Pizza Group - DOM
Domino's Pizza Group: Master Franchising
Domino's Pizza Enterprises: Running a Domino's Store
Online Food Delivery: A Restaurant's Perspective
Domino's Pizza: Managing the US and UK Franchise Network
Domino's Pizza: US vs UK Franchising
Restaurant vs Hotel Distribution & FDM Group
Discount Gyms, Domino’s, & Hotelling’s Location Model
Domino's Pizza: Fortressing a Market
Domino's Pizza, Inc - DPZ
Domino's Pizza Group: Master Franchising
Yum! Brands: Scaling Pizza Hut in China
Domino's Pizza: 5,000+ Store Opportunity in China
Domino's Pizza Enterprises: Running a Domino's Store
Domino's Pizza: Managing the US and UK Franchise Network
Domino's Pizza: US vs UK Franchising
Restaurant vs Hotel Distribution & FDM Group
Pizza Hut & The Indian Pizza Market
Discount Gyms, Domino’s, & Hotelling’s Location Model
Domino's Pizza: Fortressing a Market
Doordash - DASH
Dopper
Double Dutch Drinks
Douglas
Draftkings - DKNG
DR Horton - DHI
D.R. Horton Inc - DHI
Druid
Duck Creek Technologies Inc - DCT
DXC Technology - DXC
Dynapower Company, LLC
Dynatrace - DT
E
Eastman Chemical Co - EMN
Eaton Corporation PLC - ETN
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Boeing Propulsion: OE and Aftermarket Strategies
Proponent, HEICO, & Aerospace Distribution
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
HEICO: PMA vs OEM Power
TransDigm Group Podcast
eBay - EBAY
Ebury
EDGE Pipeline
Elanco - ELAN
Elastic - ESTC
Electrify America
Electronic Arts Inc - EA
Embracer Group AB - EMBRAC
EMI Group - SNE
Enghouse
Enphase Energy
EPAM Systems - EPAM
Epic Games
Epiroc AB - EPIRa
EQS Group
Equals Group
EquipmentShare.com
Essensys
Essentra PLC - ESNT
EssilorLuxottica SA - ESLX
Estee Lauder - EL
ESTERLINE TECHNOLOGIES - ESL
Etihad Airways
ETL Global
ETSY INC - ETSY
Euler Hermes
Eurocash
Eurofins Scientific - ERF
European Central Bank - ELE
EVgo
EVI Industries - EVI
Evolution Gaming - EVO
Evolution Gaming vs Pragmatic Play
Evolution Gaming: US Competition
Investor Dialogue: Evolution Gaming Short Report
Ezugi, Evolution Gaming, & LATAM Live Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming & Unregulated Asian Gaming Markets
Evolution Gaming: B2B Aggregators and Regulatory Outlook
Evolution Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
Evolution Gaming, Kambi, & US Gaming Regulation
Building an Online Live Casino Offering
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming: Game Development Process
Evolution Gaming: Asian B2B Landscape
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming: US Regulatory Environment
Investor Dialogue: Evolution Gaming & Live Casino Competition
Evolution Gaming: A SE Asia Operator Perspective
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Europe vs Asian Live Casino Distribution
Expedia - EXPE
Expeditors International of Washington Inc - EXPD
Exp World - EXPI
F
Facebook Inc - FB
FanDuel - FLTR
Farfetch - FTCH
Fastenal Inc - FAST
Fastpayhotels
Faurecia - EO
FDM Group - FDM
FD Technologies - FDP.L
FedEx Corp - FDX
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Fedex Freight, Old Dominion, & US LTL Trucking
Fedex Express: The Design & Evolution of a Delivery Network
Amazon Logistics: US Network Buildout & Rationalization
Amazon: How a Unit Flows through the Network & Unit Costs
Old Dominion Freight Line: National Account Management & Expedite Services
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Feelunique - LVMH
Ferguson PLC - FERG
Ferrari NV - RACE
Fever Tree - FEVR
Fever Tree: Sourcing, Bottling, & Demand Planning
Fentimans, Fever Tree, & US Premium Mixer Distribution
Q Mixers: US Distribution
Fever Tree: US Distribution
Q-Mixers vs Fever Tree: On-Premise Channel
Fever Tree vs Monster Beverage Distribution Strategy
Monster, Fever Tree & Non-Alcoholic Beverage Distribution
Investor Dialogue: Fever Tree
Fever Tree US vs UK Growth Opportunities
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Fever Tree: Off-Premise Channel Update
Fever Tree US Competition
Fever Tree: UK History and Gross Margin Outlook
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Fever Tree: Southern Glazer's US Distribution Relationship
Double Dutch & UK Premium Mixer Market
Fever Tree Australia: Positioning & Distribution Strategy
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever Tree: US History and Opportunity
Fever Tree: Gross Margin Outlook
Fever Tree vs Q-Mixers: On-Premise Battles
Fielmann - FIE
FIVE BELOW - FIVE
Fiverr - FVRR
Fluence Energy
Flutter Entertainment PLC - FLTRF
Flybe
Ford Motor Co - F
Fortinet - FTNT
Fortive Corp - FTV
Four Seasons Health Care
FranklinWH
frontdoor - ftdr
G
GameStop - GME
Games Workshop Group PLC - GAW
GAN - GAN
Geely
GENERAC HOLDINGS INC - GNRC
General Electric Co - GE
General Motors Co - GM
Genesis Finance
Genie
Gerresheimer AG - GXIG
Getaround
Getir
GET Thailand
GetYourGuide
GFL Environmental - GFL
Gitlab Inc - GTLB
Givaudan SA - GIVN
GLG - GLG
Global E Online - GLBE
Global Fashion Group - GFG
Global Payments Inc - GPN
Glovo
GN Store Nord A/S - GN
GODADDY INC - GDDY
GoEasy - GSY
Go-Jek
Goodfood - Food.to
Goodman Jones
GOODYEAR TIRE & RUBBER - GT
Google - GOOG
Google Travel: Debating Potential Abuse of Market Power
Just Eat: Lessons from Scaling an Online Marketplace
Booking Holdings: Travel SEO and SEM Travel
Google & Travel Value Chain Structure
KAYAK: History and Future of Travel Search
Google: Selling Display Advertising
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Pinterest: Middle of the Funnel
Amazon Advertising
Restaurant vs Hotel Distribution & FDM Group
Selling Microsoft Office 365 Commercial
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Snowflake Positioning vs AWS, GCP, Azure
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
AWS: Containers, Kubernetes, & EC2 Stickiness
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Amazon Web Services: EC2 Graviton Strategy
The History of x86, ARM, & Amazon's Graviton Processor
AWS Graviton’s Process Power
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Investor Dialogue: Amazon Web Services
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
The Media Planning and Buying Process
Amazon Advertising: Endemic & Non-Endemic Ads
Pinterest Positioning, Attribution & IDFA
Amazon Web Services: Data Center Economics
Cogent Communications: Hyperscalers' Dark Fiber Demand
Spotify Podcasting: Original Content Strategy
Amazon Advertising: Decoupling from GMV
Alphawave: Hyperscaler Customer Chip Development
Google Workspace vs Microsoft 365
Snowflake, Synapse, and Redshift: Customer Angle
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Running a Hyperscale Data Center
Google Search, Bing & The Threat Of Disruption
Tremor International Growth Opportunities and Challenges
Amazon Ads & The Retail Media Landscape
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
Google Workspace: SMB to Enterprise Sales
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Google AI in Search, YouTube, Assistant vs ChatGPT
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Ads: 1P and 3P Spend Breakdown
YouTube, Twitch, & Live-Video Monetisation
Microsoft Teams: Product Evolution, Strategy & Competition
Snowflake: Investment Trends & Cost Optimization
Microsoft 365, Google Workspace & Selling through the Channel
Snowflake: IaaS vs PaaS & Analytics Budgets
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Hyperscalers: Cloud TAM
AWS Series: Kubernetes & The Portability Illusion
Amazon Web Services
Yelp: Local SMB Model
Spotify Podcast Ads: Monetising a Megaphone Show
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Yelp: From SMB to Enterprise Clients
Spotify: Podcast Advertising Value Chain
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Yelp vs Google: SMB Ad Agency Perspective
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Google Stadia: Challenges Scaling a Cloud Gaming Service
Gorillas
Goyard
Grab
GRAIL
Grainger PLC - GRI
Greatview Aseptic Packaging Company Ltd - HKG: 0468
Great Wall Motor
Green Mountain Power
Greentech Renewables
Grenke AG - GLJn
Grifols SA - GRLS
Grubhub - GRUB
Gruppo MutuiOnline - MOL
GUIDEWIRE SOFTWARE INC - GWRE
GVC Holdings - GVC
H
Hagerty - HGTY
Hagerty & Classic Car Insurance: Agency Side
Hagerty vs NSM Insurance Group: Classic Car Insurance
Hagerty: Agency and Insurance Partnerships
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Hagerty Marketplace: The Inner Workings of Collector Car Auctions
Hagerty International: UK Classic Car Insurance
Halma PLC - HLMA
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Halma: BEA Sensors Group
Halma, Kirk Key, & HLMA Organisational Structure
Halma: Driving Organic Growth and Innovation
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Diploma PLC: Leadership and M&A from Bruce to Johnny
Halma, Danaher, CSU & Serial Acquirer Org Structures
Judges Scientific, Geotek, & GDS Instruments
Bergman & Beving: Lagercrantz 2.0?
Serial Acquirers
Serial Acquirers: Purchase Price Accounting
HashiCorp - HCP
HashiCorp: Sales & Marketing Strategy
HashiCorp: Terraform Open-Source to Paid
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
HashiCorp: From Open-Source To Enterprise
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
HashiCorp: License Change & Leadership
Havas Media Group
HAVERTY FURNITURE INC - HVT
HCA Healthcare Inc - HCA
Healthy Paws Pet Insurance & Foundation
H&E EQUIPMENT SERVICES - HEES
HEICO - HEI
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Safran: CFM56 & LEAP MRO
Safran & CFM56 Engine Overhaul
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Boeing Propulsion: OE and Aftermarket Strategies
HEICO: Flight Support Group
HEICO vs Wencor: PMA and MRO
HEICO: Airline MRO Customer Perspective
Investor Dialogue: HEICO, Transdigm, & Terminal Values
Proponent, HEICO, & Aerospace Distribution
Boeing Global Services, TransDigm & Supplier Relationships
ADPma: Manufacturing & Selling PMA Aerospace Parts
Boeing, TransDigm, & a History of Aftermarket Distribution
HEICO, Transdigm, & PMA Parts
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
HEICO PMA and MRO: Airline Customer Perspective
HEICO, PMA History, and Pricing vs OEM
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
HEICO / Wencor: MRO Synergies
HEICO / Wencor
HEICO & the Value of Vertical Integration
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Boeing vs OEM Supplier Bargaining Power
Designing, Approving, and Selling PMAs
HEICO: PMA vs OEM Power
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
TransDigm Group Podcast
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Serial Acquirers
HEICO: Wencor Acquisition Synergies and Analysis
Serial Acquirers: Purchase Price Accounting
HelloFresh
Hellofresh SE - HFGG
Herc Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
Sunbelt vs United: the Nature of Equipment Rental Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Sunbelt Rentals: Pump & Power Specialty Equipment
Hermes International SCA - HRMS
Hermes Investment Management
HERTZ GLOBAL HOLDINGS - HTZ
Hesai Technology
HILTON GRAND VACATIONS - HGV
Hilton Worldwide - HLT
Hipgnosis Songs Fund Ltd - SONG
H & M Hennes & Mauritz AB - HMb
Home Depot Inc - HD
Honeywell International Inc - HON
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Boeing Propulsion: OE and Aftermarket Strategies
Proponent, HEICO, & Aerospace Distribution
Boeing, TransDigm, & a History of Aftermarket Distribution
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO PMA and MRO: Airline Customer Perspective
HEICO: Wencor Acquisition
HEICO, PMA History, and Pricing vs OEM
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Boeing vs OEM Supplier Bargaining Power
Designing, Approving, and Selling PMAs
HEICO: PMA vs OEM Power
TransDigm Group Podcast
HEICO: Wencor Acquisition Synergies and Analysis
Howdens Joinery Group - HWDN
Competing with Howdens Joinery
Wren Kitchens, Howden Joinery, & the UK Kitchen Market Structure
Howden Joinery: Netherlands History & EU Growth Opportunity
Howdens: UK Kitchen Demand and Supply
Howden Joinery, Wren Kitchens, and HWDN in France
Howden Joinery
Howden Kitchens, Independent Retailers, & EU Kitchen Market Structure
HUBSPOT INC - HUBS
I
IAA - IAA
Iberostar Group
IDEXX Laboratories Inc - IDXX
iFIT
IKEA - IKEA
Illumina - ILMN
Illumina Inc - ILMN
IMCD Group - IMCD
Imply
Inchcape PLC - INCH
Inditex - ITX
Mango and Sustainable Fashion Sourcing Strategies
Zara's Supply Chain
Zara Buying & Merchandising Strategies
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Zara & SHEIN Supply Chain Analysis
Indutrade AB - INDT
InfluxDB
Ingersoll Rand Inc - IR
InPost - INPST
Instacart
Instalco - instal
Instructure - INST
Intel
Intel Corp - INTC
International Paper Co - IP
Intuit Inc - INTU
Intuitive Surgical Inc - ISRG
Intuitive Surgical: Selling $2m da Vinci Robots
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Intuitive Surgical: Training Surgeons on the Da Vinci
Ituran - ITRN
J
Jaguar Land Rover
James Hardie Industries Plc - JHX
JAMES RIVER GROUP HLDG - JRVR
Jeronimo Martins SGPS SA - JMT
JLG Industries
Johnson & Johnson - JNJ
Alcon & Global Contact Lenses Competition
Alcon AG: Competitive Dynamics in Eye Surgery
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Intuitive Surgical: Training Surgeons on the Da Vinci
Jubilant Foodworks - JUBLFOOD
Judges Scientifc PLC - JDG
Judges Scientific: GDS Instruments
Investor Dialogue: Judges Scientific
Oxford Cryosystems: Selling to Judges Scientific PLC
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Sector-Agnostic vs Sector Focused Acquirers
Judges Scientific, Geotek, & GDS Instruments
Company Profile: Judges Scientific PLC
Bergman & Beving: Lagercrantz 2.0?
Just Eat Takeaway - TKWY
Just Eat: Lessons from Scaling an Online Marketplace
Deliveroo & Dark Kitchens
Scaling Uber EATS in London
Online Food Delivery: Marketplaces & Logistics Business Models
Just Eat & Online Food Delivery in Spain
Bechtle AG, Software Reselling, & White Label Food Delivery
Online Food Delivery: A Restaurant's Perspective
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Getir & On-Demand Grocery Delivery
Domino's Pizza: Managing the US and UK Franchise Network
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Elmenus & Egyptian Food Delivery
Uber Eats, SkipTheDishes & Food Delivery Business Models
Glovo & EU Convenience Delivery
Slerp & UK White Label Restaurant Food Delivery
Online Food Delivery: Spain Labor Law & Market Structure Changes
Burger King UK: Offline to Online Food Delivery
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
K
Kambi Group - KAMBI
Kam Lung Motor Group
Kantox
KB HOME - KBH
Kelly Partners Group - KPG
William Buck & Australian Accounting Roll-Ups
Kelly Partners Group (KPG) & Accountancy Roll-Ups
UK Accountancy Practice M&A
Kelly Partners Group & Accountancy Roll-Ups
Kelly Partners Group & Accountancy Practice M&A
Kelly Partners Group: UK Expansion & ETL Global
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Kelly Partners Group: New Ventures, Operating Structure & Management
Kelly Partners Group: A Selling Partner's Perspective
Kering SA - PRTP
Kerring - KER
Keywords Studios - KWS
KINSALE CAPITAL GROUP - KNSL
KNIGHT TRANSPORTATION - KNX
Kone Oyj - KNEBV
Kroger Co - KR
Kuehne und Nagel International AG - KNIN
KX
L
ladyinlondon.com
Lagercrantz Group AB
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Bergman & Beving: The Original Serial Acquirer
Röko: Building a Leading Serial Acquirer
Diploma PLC: Leadership and M&A from Bruce to Johnny
Bergman & Beving: Spin-offs, Value Chain & New Management
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Serial Acquirers
Serial Acquirers: Purchase Price Accounting
Lambda Labs
Landoll
LAWSON PRODUCTS INC - LAWS
LCM
Lear Corporation - LEAR
Lectra - LSS
Lemonade, Inc - LMND
Lennar
Lennar Corp - LEN
LENNOX INTERNATIONAL INC - LII
Leslie's - LESL
LG
LG Chem Power Inc
LGI HOMES INC - LGIH
Lidl
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Lidl and Hard Discounter Culture
Mercadona and Discount Food Retail
Leadership Principles: Lessons from 25 Years in Consumer Retail
Lidl: Hard Discounter Business Models
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Lidl: Hard Discounter Private Label Strategy
Naked Wines & The Online Wine Opportunity
Dino Polska: Growth Runway & Competition
Aldi, Ocado, & Online Grocery Business Models
Aldi: Hard Discounter Business Models
Lidl in Ireland: from 0 to 12% market share in 20 years
Dino Polska: Challenges to Replicate the Model
Lifco AB - LIFCO
Lifco AB and Ahlberg Cameras: Portfolio Company and Post-Acquisition Review
Addtech & B2B Industrial Distribution
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Röko: Sector-Agnostic vs Sector Focused Acquirers
Röko: Building a Leading Serial Acquirer
Diploma PLC: Leadership and M&A from Bruce to Johnny
Bergman & Beving: Spin-offs, Value Chain & New Management
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Serial Acquirers
Serial Acquirers: Purchase Price Accounting
Linde PLC - LIN
LITHIA MOTORS INC - LAD
LiveChat Software - WSE:LVC
LiveChat Software: Competitor Perspective
Livechat Software: Customer Angle
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
LiveChat Software: A Partner Perspective
LiveChat / Text: Mid-Market Entry & Building A Sales Team
LiveTiles Limited - LVT
Lockheed Martin Corp - LMT
Lonza Group AG - LONN
L'Oreal - OR
Loro Piana
LOUISIANA PACIFIC CORP - LPX
Lowe's - LOW
Lowe`s Companies Inc - LOW
Lucid Motors
LumApps
Lumen Technologies Inc - LUMN
Lumine Group
LVMH Moet Hennessy Louis Vuitton SE - LVMH
Belmond: Creating Extraordinary Experiences
Estee Lauder: Beauty Innovation
Bottega Veneta: Luxury Brand Building
Online Luxury Fashion: Marketplaces vs Retailers
YOOX-NET-A-PORTER & Online Luxury Distribution Models
Salvatore Ferragamo & Luxury Retail Unit Economics
RIMOWA & Luxury Retail Distribution
Feelunique, Adore Beauty, & Beauty as an Online Category
Brunello Cucinelli: Philosophy, Customer Profile & Growth
Versace: Impact of Capri Holdings
Brunello Cucinelli, Loro Piana & Luxury Cashmere
Moncler, Hermès, & Scaling Luxury Brands
Lyft - LYFT
M
MACYS INC - M
Made.com - MADE
Magnite - MGNI
The Trade Desk & The CTV Industry Structure
The Connected TV Advertising Value Chain
Tremor International: SSP & DSP Vertical Integration
Tremor International Growth Opportunities and Challenges
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Mainfreight
Mainfreight: Warehouse Network Structure and Design
Mainfreight's History & Operational Strategy
Mainfreight vs Old Dominion: US LTL Comparison
Mainfreight Australia History and Turnaround
Mainfreight: Understanding the Air & Ocean Division
Mainfreight Culture and US Market Challenges
Less-Than-Truckload US Market: Agency Model
XPO Logistics & US LTL: Scaling via M&A
US LTL: A Non-Asset-Based Network Structure
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
MALIBU BOATS INC - MBUU
Mango
Manheim
Manolete Partners - MANO
MANPOWERGROUP - MAN
Maravai Lifesciences Holdings Inc - MRVI
MARINEMAX INC - HZO
Markel - MKL
Marks and Spencer Group PLC - MKS
Marlowe - MRL.L
Marriott International Inc - MAR
MARRIOTT VAC WORLD CORP - VAC
Mars Veterinary Health - Mars Veterinary Health
Masimo - MASI
Mastercard Inc - MA
MatchesFashion
Match Group - MTCH
MaxCyte - MXCT
McDonald's - MCD
Medtronic PLC - MDT
Masimo & At-Home Continuous Monitoring
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Intuitive Surgical: Training Surgeons on the Da Vinci
Meggitt PLC - MGGT
Mercadona
Mercell Holding AS - MRCEL NO
Merck animal healthcare
Merck & Co Inc - MRK
Merck KGaA - MRCG
MERITAGE HOMES CORP - MTH
Meta - META
Meta Platforms - META
Metro AG - B4B
Michael Kors - CPRI
Michelin
Microsoft Bing
Microsoft Corp - MSFT
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Nintendo: Everlasting Gaming IP
Atlassian: Reselling Jira and Confluence
New Relic vs Datadog: Fight for Observability
Bechtle AG & The Microsoft Partner Ecosystem
LiveTiles, Unily and the Intranet-in-a-Box Market
HashiCorp: Sales & Marketing Strategy
Selling Microsoft Office 365 Commercial
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Snowflake Positioning vs AWS, GCP, Azure
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
AWS: Containers, Kubernetes, & EC2 Stickiness
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Amazon Web Services: EC2 Graviton Strategy
The History of x86, ARM, & Amazon's Graviton Processor
AWS Graviton’s Process Power
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
HashiCorp: Terraform Open-Source to Paid
OKTA, Microsoft E5, & Identity Competition
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
Investor Dialogue: Amazon Web Services
Databricks, Snowflake, GCP, & Public Cloud Competition
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
LiveTiles & The Microsoft Sharepoint Ecosystem
Amazon Web Services: Data Center Economics
Cogent Communications: Hyperscalers' Dark Fiber Demand
AWS: Long-Run and Normalised FCF Margin Estimates
Alphawave: Hyperscaler Customer Chip Development
Google Workspace vs Microsoft 365
Snowflake, Synapse, and Redshift: Customer Angle
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Running a Hyperscale Data Center
Google Search, Bing & The Threat Of Disruption
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
Google Workspace: SMB to Enterprise Sales
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Cogent Communications, Microsoft, & Dark Fiber Networks
Google AI in Search, YouTube, Assistant vs ChatGPT
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Ads: 1P and 3P Spend Breakdown
Atlassian: Work Management Positioning & Monetizing Trello
Microsoft Teams: Product Evolution, Strategy & Competition
Atlassian: Confluence Strategy & Competition
Microsoft 365, Google Workspace & Selling through the Channel
Snowflake: Pace Of Innovation & Next Growth Vectors
HashiCorp: From Open-Source To Enterprise
Microsoft Gaming: Xbox Cloud & Game Pass
Snowflake: IaaS vs PaaS & Analytics Budgets
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Hyperscalers: Cloud TAM
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
AWS Series: Kubernetes & The Portability Illusion
Alteryx: Competition, Enterprise Sales & Use-Cases
Amazon Web Services
KX: A Customer's Perspective
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Google Stadia: Challenges Scaling a Cloud Gaming Service
MILLER INDUSTRIES INC - MLR
Mission Lane
Mister Car Wash
MIX TELEMATICS - MIXT
Mobileye
Moderna
Momentum Group
Moncler SpA - MONC
Monday.com - MNDY
Monex - MON
MongoDB - MDB
Monster Beverage Corp - MNST
Moonpig Group - LON:MOON
Motional
Motorpoint - MOTR
Motorpoint, Cazoo, & Imperial Car Supermarkets
Cazoo, Cinch, Motorpoint & UK Used Car Market
AerCap, Aircraft Leasing, & Auto Dealer Business Models
UK Used Car Market Competitive Landscape
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Vertu Motors & UK Franchise Auto Dealers
Inchcape: EU Auto Retail Distribution Dynamics
MRO Holdings
MSC INDL DIRECT INC - MSM
MTU Aero Engines AG - MTXGn
MURPHY USA INC - MUSA
Mytheresa
N
N26
Naked Wines - WINE
Naked Wines: A Unique Subscription Model
Naked Wines & Customer Lifetime Value
Naked Wines: Testing to Build
Naked Wines & The Online Wine Opportunity
Vivino, Naked Wines, & US DTC Wine
A History of US Wine & Spirits Distribution
Investor Dialogue: Naked Wines
Naked Wines: FY22 Results and Reflections
Naked Wines: Australia Market Performance
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Vivino Wine Marketplace & US DTC Wine
Naked Wines: Business Model Economics
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Naked Wines: Operational Changes & Strategic Opportunities
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Naked Wines: Trading Update & New Customer Growth
Naked Wines: Inventory Overstock & Turnaround
NANOSTRING TECH INC - NSTG
NAUTILUS INC - NLS
Neff Rental, Inc.
Nemetschek SE - NEKG
Nestlé - NESN
Netflix Inc - NFLX
Netflix and Global Video Streaming
Netflix Business Model & Economics
Amazon Advertising: Endemic & Non-Endemic Ads
Netflix Engineering & AWS Relationship
Amazon Prime's Sports Rights Strategy
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
New Look
New Relic - NEWR
Next PLC - NXT
Nielsen Holdings PLC - NLSN
Nikola - NKLA
Nimbus Kitchens
Nintendo - NTDOY
NIO
Nissan Motor Corporation
Nobia - NOBI
Nordzucker AG
Novartis - NOVN
NRC Industries
NSM Insurance Group
Nubank - NU
NVIDIA Corp - NVDA
NVR Inc - NVR
O
Oak Harbor Freight Lines Inc
Ocado - OCDO
Ocado & Online Grocery Economics
UK Online and Offline Grocery Models
Ocado Solutions Platform: Powering Global Online Grocery
Sainsbury's, Tesco, & UK Dark Grocery Stores
Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment
Aldi, Ocado, & Online Grocery Business Models
Amazon Fresh, Whole Foods, & US Online Grocery
OHB SE - OHB
OKTA INC - OKTA
Old Dominion Freight Lines - ODFL
Old Dominion Freight Lines: LTL Pricing & 3PL Threat
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Old Dominion Freight Lines vs Fedex Freight: Competitor Angle
US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
Old Dominion, Saia, & US LTL Competition
Fedex Freight, Old Dominion, & US LTL Trucking
Mainfreight's History & Operational Strategy
Old Dominion Freight Line: National Account Management & Expedite Services
Mainfreight vs Old Dominion: US LTL Comparison
Mainfreight Culture and US Market Challenges
Less-Than-Truckload US Market: Agency Model
XPO Logistics & US LTL: Scaling via M&A
US LTL: A Non-Asset-Based Network Structure
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Olo - OLO
Olo - OLO
Omni Bridgeway - OBL
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital & Litigation Finance
Omni Bridgeway: Leading Litigation Finance
Burford Capital, Elliott Management & Collecting vs Argentina
Burford Capital & Litigation Fair Value Accounting
Burford Capital: Law Firm Survey
Bench Walk, PACCAR Judgment, & Litigation Finance
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Burford Capital: Law Firm and Funder Relationship
Litigation Funding: In-House Counsel Perspective
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Burford Capital: Moat, Insurance Risks, Sysco, YPF
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital Limited
OneMain Financial
OneWater Marine Inc - ONEW
OneWater Marine & Boat Retailing
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
OneWater Marine: Boat Manufacturer and Dealer Relationship
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
OneWater & Marine Boat Retailing through the Cycle
OneWater Marine: TH Marine Acquisition, Marine Parts & Accessories
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Opendoor
Openlane - KAR
CarMax: Competing with Carvana
Carvana, KAR Auction, & The Used Car Ecosystem
ACV Auctions & US Auto Wholesale Market
Carvana, ADESA, & US Auto Wholesale Auction Market
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
ACV Auctions Competitive Advantage & Threats
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
OpenTable
Oracle Corp - ORCL
Netsuite's Early Years In Asia: Taking on Established Incumbents
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Hyperscalers: Cloud TAM
Amazon Web Services
KX: A Customer's Perspective
Tecsys: Warehouse Management Systems, Healthcare & SaaS Transition
OSHKOSH CORP - OSK
Otis Worldwide Corp - OTIS
OVERSTOCK COM INC - OSTK
Supplying RH & Wayfair
Wayfair: CastleGate vs Drop Shipping Unit Flow
Wayfair: Dropshipping Unit Flow
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair CastleGate Economics: Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair: CastleGate and Last Mile Delivery
Wayfair CastleGate: Supplier Survey
Wayfair vs Amazon: A Supplier's Perspective
Wayfair
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon & Wayfair: Handling Large & Bulky Goods
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Wayfair: Demand Forecasting
Owens
P
Pacific Biosciences - PACB
Pacific Gas and Electric Company
Palo Alto Networks - PANW
Panasonic
Papa John's Pizza - PZZA
Par Technology - PAR
PDD Holdings - PDD
Peloton Interactive - PTON
PENN NATIONAL GAMING INC - PENN
PENSKE AUTOMOTIVE GROUP - PAG
PepsiCo Inc - PEP
Pernod Ricard SA - PERP
Pershing Square Tontine Holdings Ltd - PSTH
Persimmon PLC - PSN
Pfizer Inc - PFE
Philip Morris International Inc - PM
Pinecone
Pinterest - PINS
PITT OHIO
PLANET FITNESS INC - PLNT
Playtech PLC - PTEC
Ezugi, Evolution Gaming, & LATAM Live Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Building an Online Live Casino Offering
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming: Asian B2B Landscape
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming: US Regulatory Environment
Investor Dialogue: Evolution Gaming & Live Casino Competition
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Europe vs Asian Live Casino Distribution
Polarcus
POOLCORP - POOL
Porch Group Inc - PRCH
Poshmark
Pottery Barn
Pragmatic Play
Pratt & Whitney - UTC
PRAXAIR INC - PX
Princeton Power Systems
Procter & Gamble - PG
Progressive
Progressive Insurance - PGR
Proponent
Pubmatic - PUBM
PulteGroup Inc - PHM
Pumpkin Pet Insurance
Purplebricks - PURP
Q
Qiagen NV - QIA
Quilter - QLT
R
R1 RCM INC - RCM
Rakuten Group - 4755
Randstad NV - RAND
Raytheon Technologies Corp - RTX
REALPAGE INC - RP
Receipt Bank
Redbubble - RBL
Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace
Redbubble: A Perspective from a Top Selling Artist
Investor Dialogue: Redbubble
From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
Redbubble: A Three-Sided Marketplace
Redbubble: Market Size, Product Quality and Customer Acquisition
Redbubble: Product Categories, Supplier Relationships, & Growth Opportunities
Redfin - RFIN
Redrow PLC - RDW
RE/MAX HOLDINGS INC - RMAX
REPLIGEN CORP - RGEN
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher & Sartorius: Promising Yield
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher's Pall: Medical vs Biopharma Segment Quality
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher Business System: Kaizen Case Study at Pall
Restaurant Brands International - QSR
Restoration Hardware - RH
Supplying RH & Wayfair
Wayfair: CastleGate vs Drop Shipping Unit Flow
Wayfair CastleGate: The Value to Suppliers
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon & Wayfair: Handling Large & Bulky Goods
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: Demand Forecasting
Revolut
RH
Rightmove - RMV
RIMOWA - LVMH
Rivian
R+L Carriers
ROADRUNNER TRNSN SVCS - RRTS
Roadway Corporation
Röko
Roku - ROKU
Roland Assistance GmbH
Rolex
Rolls Royce Group - RR
Root Insurance - ROOT
Roper
Roper Technologies Inc - ROP
RS Group - RS1
Ryanair - RYA
Ryan Specialty Group - RYAN
S
S4 Capital - SFOR
Sabre - SABR
Safestore Holdings PLC - SAFE
Safran SA - SAF
Pratt & Whitney: Selling Aircraft Engines
CFM International: 37 Years Selling Aircraft Engines
Safran: CFM56 & LEAP MRO
Safran & CFM56 Engine Overhaul
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Boeing Propulsion: OE and Aftermarket Strategies
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm: Boeing vs OEM Supplier Bargaining Power
Sage - SGE
SAIA INC - SAIA
Old Dominion, Saia, & US LTL Competition
Fedex Freight, Old Dominion, & US LTL Trucking
Old Dominion Freight Line: National Account Management & Expedite Services
Less-Than-Truckload US Market: Agency Model
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Sainsbury's - SBRY
Salesforce.Com Inc - CRM
Alteryx: Selling to EU Enterprise Accounts
Salesforce: MuleSoft Strategy
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Monday.com: Comparison with Asana, Airtable and Jira
Microsoft Teams: Product Evolution, Strategy & Competition
Microsoft 365, Google Workspace & Selling through the Channel
Alteryx: Enterprise Customer Perspective
Alteryx: Customer Profiles, GTM Strategy & Product Roadmap
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Alteryx: Competition, Enterprise Sales & Use-Cases
Salvatore Ferragamo - SFER
Samsung Electronics - Samsung Electronics
Sandvik AB - SAND
SAP - SAP
SAP SE - SAPG
Sartorius AG - SATG_p
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher & Sartorius: Promising Yield
Danaher's Pall: Medical vs Biopharma Segment Quality
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher Business System: Kaizen Case Study at Pall
Sartorius Stedim Biotech SA - STDM
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher & Sartorius: Promising Yield
Danaher's Pall: Medical vs Biopharma Segment Quality
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher Business System: Kaizen Case Study at Pall
Satair - AIR
Schindler Holding AG - SCHP
Schneider Electric SE - SCHN
SDI - SDI Group
Sdiptech
Sealed Air Corporation - SEE
Seek Ltd - SEK
Sephora - LVMH
ServiceNow Inc - NOW
ServiceNow Strategic Positioning
ServiceNow: Product Positioning & Customer Stickiness
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
ServiceNow: Competing with Jira & Datadog
ServiceNow Customer Perspective: Growth Potential in New Product Areas
ServiceNow: Customer Maturity, New Products & Value Realization
Atlassian: Partner Ecosystem, Server Migration & ITSM
Atlassian & Cloud Migration: Partner Perspective
SHAKE SHACK INC - SHAK
shakti
SHEIN
Boohoo & UK Fashion Supplier Relationships
Amazon vs Temu: Business Model & Logistics
Zara's Supply Chain
Zara Buying & Merchandising Strategies
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Zara & SHEIN Supply Chain Analysis
Shift Technologies
Shopify - SHOP
Shopify: Creativity at Scale
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
GoDaddy: Domains, Add-ons, and Competing with Shopify
Amazon FBA & 3P Sales: A Seller's Perspective
Wix, Shopify, & Selling to Agencies
Global-e: Cross-Border E-commerce
Amazon Logistics: US Network Buildout & Rationalization
Wix, Shopify, & Wordpress: Agency Customer Perspective
Amazon: How a Unit Flows through the Network & Unit Costs
Amazon vs Temu: Business Model & Logistics
Siemens AG - SIEGn
Sierra Wireless - SWIR
Sime Darby
Sirius XM Holdings Inc - SIRI
Skyjack Inc
Slerp
SLM Solutions - AM3D.DE
SmartAuction
Snapchat - SNAP
Snowflake - SNOW
Snowflake, Redshift, & AWS Partner Program
Alteryx: Land and Expand
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Snowflake Positioning vs AWS, GCP, Azure
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Investor Dialogue: Amazon Web Services
Databricks, Snowflake, GCP, & Public Cloud Competition
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Snowflake, Synapse, and Redshift: Customer Angle
ServiceNow: Competing with Jira & Datadog
Databricks: Melting the SNOW
Snowflake: Investment Trends & Cost Optimization
Snowflake: Pace Of Innovation & Next Growth Vectors
Snowflake: IaaS vs PaaS & Analytics Budgets
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Alteryx: Competition, Enterprise Sales & Use-Cases
Solera Holdings
SONIC AUTOMOTIVE INC - SAH
Sonnen GmbH
Sonova Holding AG - SOON
Sony Corporation - SNE
PlayStation: History of the Game Console
Nintendo: Everlasting Gaming IP
Major Record Labels: Business Model Evolution
Microsoft Gaming: Xbox Cloud & Game Pass
Warner Music Group: Driving Value From The Catalog
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Universal & Warner Music: New Artist Deals & Artist Development
Southern California Gas Company
Southern Glazer's
Southern Glazer's Wine & Spirits
Southwest Airlines - LUV
SpaceX
Span
Specsavers
Spirax-Sarco Engineering PLC - SPX
Spirax-Sarco Engineering: The Power of Direct Sales
Spirax Sarco: Steam Properties & Competitive Landscape
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Spirax Sarco: Thermocoax & Thermal Heating Solutions
Spirax Sarco: US Steam Positioning & Distribution
Spirax-Sarco Engineering: Chromalox
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Spirax Sarco: Decentralisation, Supply Chain & Operations
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Spirax Sarco: Customer Centricity
Spirit Airlines - SAVE
Splunk - SPLK
Spotify - SPOT
Spotify: Marketing Music Artists Online
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Spotify & The Economics of the Music Industry
The Podcasting Advertising Ecosystem
Major Record Labels: Business Model Evolution
Spotify, Universal, & Major Label Bargaining Power
Universal Music, Spotify, & The Music Industry
Acast, Spotify, & Podcast Monetization
Acast: Podcast Advertising Platforms and Growth Opportunity
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify Podcasting: Original Content Strategy
Spotify Podcasting: Megaphone, SPAN & Programmatic
Spotify Podcasting: a Show Host's Perspective
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Spotify Podcast Ads: Monetising a Megaphone Show
Spotify Podcast Advertising
Warner Music Group: Driving Value From The Catalog
Spotify: Podcast Advertising Value Chain
Spotify, Podcasting & Competition
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music: Artist Management In A Streaming Era
Squarespace
Squarespace: Culture and Product Positioning
GoDaddy: Domains, Add-ons, and Competing with Shopify
Wix, Squarespace, & Webflow Competition
Wix vs Squarespace: Competing for Agencies
Wix: Agency Partner Perspective
Wix and Squarespace: Agency Partner Programs
Wix: Partner Program Developments
Wix, Shopify, & Selling to Agencies
Investor Dialogue: Wix
Webflow: Enterprise Customer Angle
Wix, Shopify, & Wordpress: Agency Customer Perspective
StandardAero
State Farm
Steinhoff
Stellantis
Ste. Michelle Wine Estates
Stem Inc - STEM
Stevanato
Stevanato Group SPA - STVN
Stitch Fix Inc - SFIX
St. James's Place - SJP
Stripe
Stryker Corporation - SYK
Subway
Sunbelt Rentals
Sunstate Equipment Co.
Surgical Science - SUS.ST
Swatch Group AG - UHR
Swedish Match AB - SWMA
Synchrony Financial - SYF
Synopsys Inc - SNPS
T
TABLEAU SOFTWARE INC - DATA
Takeda Pharmaceutical Company
Take-Two Interactive Software Inc - TTWO
The Value of Gaming Intellectual Property
Massive Entertainment: Game Development, Design & Monetization
Keywords Studios: Sales Process, Single Service BPO's & Competition
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Microsoft Gaming: Xbox Cloud & Game Pass
Google Stadia: Challenges Scaling a Cloud Gaming Service
Target Corp - TGT
Taylor Wimpey PLC - TW
Tecsys
Temenos AG - TEMN
Temple & Webster Group Ltd - TPW
TEMPUR SEALY INTL INC - TPX
Temu
Teqnion
Tesco - TSCO
Ocado & Online Grocery Economics
ASDA and UK Food Retail
Leadership Principles: Lessons from 25 Years in Consumer Retail
Lidl: Hard Discounter Business Models
Hard Discounters vs Big Four UK Grocers: Asda Case Study
UK Online and Offline Grocery Models
Sainsbury's, Tesco, & UK Dark Grocery Stores
Dino Polska, Tesco, and Polish Food Retail
Aldi: Hard Discounter Business Models
Lidl in Ireland: from 0 to 12% market share in 20 years
Costco UK & Europe: History, Economics, and Store Opportunity
Dino Polska & the Polish Grocery Market
Tesla Inc - TSLA
EV Penetration & Circle K Norway's EV Experiment Lab
Tesla EV Battery Innovation and Strategy
Tesla's Culture and Manufacturing Challenges
Coronavirus: Auto Supply Chain Impact
Tesla: Service, Support & Operations Network
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Tesla, Elon Musk, & the Manufacturing Engineering Culture
Tesla Battery Manufacturing & Energy Storage
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Tesla Global Procurement and Supplies
Tesla Energy, SolarCity Acquisition, Strategy & Integration
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Tesla: Manufacturing Process Advantage
Tesla: Artificial Intelligence in Autonomous Driving
Tesla Energy Business Model
Tesla: Megapack, Solar and Microgrids
Tetra Pak
Texas Instruments Inc - TXN
TForce Freight
TForce Freight
Thales SA - TCFP
The Access Group
The Gym Group - GYM
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
The Gym Group: Low Cost Economies of Scale
The Gym Group & Discount Gyms
The Gym Group, Basic Fit & Discount Gyms
Basic-Fit, The Gym Group & Discount Gym Economics
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Discount Gyms, Domino’s, & Hotelling’s Location Model
Pure Gym vs The Gym Group
The Hut Group - THG
Thermo Fisher Scientific - TMO
Illumina & The Evolution of Next-Generation Sequencing
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher & Sartorius: Promising Yield
Danaher: M&A Runway, Target Evaluation Process & Valuations
Waters Corp: Analytical Lab Instruments Market Dynamics
Pall, Cytiva & the Bioprocessing Manufacturing Process
THE TRADE DESK INC - TTD
The Trade Desk & The CTV Industry Structure
The Trade Desk & CTV Value Chain Power Dynamics
The Connected TV Advertising Value Chain
Tremor International: SSP & DSP Vertical Integration
Amazon Ads & The Retail Media Landscape
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Decoupling from GMV
The Trade Desk: Publisher Programmatic Strategies
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
TimescaleDB
T-Mobile US Inc - TMUS
Toast Inc - Private
Topicus - TOI.V
Topicus, PharmaPartners, & VMS Value-Based Pricing
Constellation Software
Topicus, TSS, & Dutch Notary Software
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Topicus: M&A Strategy & Growth Runway
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software Competitive Risks
Constellation Software: 5 Key Operational Metrics
Constellation Software, Allscripts History & Post-Acquisition Strategy
Addtech and Topicus: Competitively Advantaged Buyers
Constellation Software: Operating KPIs
Vitec Software: ABS Laundry Acquisition
Constellation Software: Altera Analysis
Topicus, Transdigm and Value-Based Pricing
Toyota Motor Corporation - Toyota Motor Corporation
TransDigm Group Inc - TDG
Proponent, HEICO, & Aerospace Distribution
TransDigm Group Podcast
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Topicus, Transdigm and Value-Based Pricing
TransDigm Group
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
TransDigm: Esterline Technologies Acquisition
TransDigm: Telair Acquisition & OEM Aftermarket Pressure
TransDigm, AdelWiggins, & The Aerospace Aftermarket
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
Satair & Aerospace Distribution
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Boeing Propulsion: OE and Aftermarket Strategies
Investor Dialogue: HEICO, Transdigm, & Terminal Values
Boeing Global Services, TransDigm & Supplier Relationships
Boeing, TransDigm, & a History of Aftermarket Distribution
ADPma: Manufacturing & Selling PMA Aerospace Parts
HEICO, Transdigm, & PMA Parts
HEICO PMA and MRO: Airline Customer Perspective
TransDigm: Esterline & Korry Electronics Case Study
TransDigm: Managing Opcos through COVID
HEICO, PMA History, and Pricing vs OEM
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
TransDigm: Esterline Acquisition & ScioTeq Spin
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Boeing vs OEM Supplier Bargaining Power
Designing, Approving, and Selling PMAs
HEICO: PMA vs OEM Power
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
TransDigm: Value-Based Pricing Strategy
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Serial Acquirers
HEICO: Wencor Acquisition Synergies and Analysis
Serial Acquirers: Purchase Price Accounting
Travis Perkins - TPK
Tremor International - TRMR
TRIPADVISOR INC - TRIP
TRIUMPH GROUP INC - TGI
TRUPANION INC - TRUP
Trustpilot
Twilio - TWLO
Twitter Inc - TWTR
U
Uber - UBER
Uber: Relationship with Drivers
Grubhub and US Online Food Delivery
UberX and UberEats: Setting the Take Rate
Lessons from Raising $90m in Venture Capital
Brand Marketing: From Coca-Cola to Uber
Restaurant Franchisees & Online Food Delivery
Deliveroo & Dark Kitchens
Scaling Uber EATS in London
Online Food Delivery: Marketplaces & Logistics Business Models
Just Eat & Online Food Delivery in Spain
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Bechtle AG, Software Reselling, & White Label Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Domino's Pizza: Managing the US and UK Franchise Network
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Slerp & UK White Label Restaurant Food Delivery
Online Food Delivery: Spain Labor Law & Market Structure Changes
Glovo & EU Convenience Delivery
Uber Eats, SkipTheDishes & Food Delivery Business Models
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Tesla: Artificial Intelligence in Autonomous Driving
Ubisoft - UBI
UBM - INF
UiPath
Ulta Beauty Inc - ULTA
Unilever - ULVR
Unily
United Internet AG - UTDI
United Parcel Service Inc - UPS
United Rentals Inc - URI
United Rentals, Ahern, & Equipment Rental M&A
United Rentals: Specialty Division Growth & M&A Strategy
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead & Equipment Rental: A More Resilient Business
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
Sunbelt vs United: the Nature of Equipment Rental Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Ashtead & Equipment Rental
Sunbelt Rentals: Pump & Power Specialty Equipment
Unity Technologies
Universal Music - UMG
Spotify, Universal, & Major Label Bargaining Power
Universal Music, Spotify, & The Music Industry
Universal Music, Warner, Spotify, & Artist Bargaining Power
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Warner Music Group: Driving Value From The Catalog
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music: Artist Management In A Streaming Era
Upstart Holdings, Inc. - UPST
Upwork - UPWK
V
Vacasa
Valeo - FR
Varta AG - VAR1
Velodyne Lidar
Veolia - VIE
Veralto - VLTO
Versace
Vertu Motors - VTU
Victoria PLC - VCP
Virgin Wines - VINO
Visa Inc - V
Visma
Vistry Group
Vitec Software
Constellation Software: A Competitive Analysis
Constellation Software: Altera Acquisition Analysis
Constellation Software: 5 Key Operational Metrics
Constellation Software: Operating KPIs
Vitec Software: ABS Laundry Acquisition
Constellation Software & VMS Competition
Vitec Software: Aloc Opco, Product Development & Integration
Visma: Oima Acquisition Case Study
Serial Acquirers: Purchase Price Accounting
Vivendi SA - VIV
Vivino
VMWARE INC - VMW
Volkswagen AG - VOWG_p
Vroom - VRM
Carvana, America's Car-Mart, & Auto Subprime Financing
Motorpoint, Cazoo, & Imperial Car Supermarkets
Vroom, Carvana, & Optimising Vertical Integration
Carvana: Evolution of the Inspection & Reconditioning Process
Carvana: Post-COVID Challenges
CarMax: How a Vehicle Flows through the Network
Carvana vs CarMax: Comparing Operating Models
Vroom: Operational Challenges to Scale
W
Walgreens Boots Alliance Inc - WBA
Walmart Inc - WMT
Ocado & Online Grocery Economics
Lidl: Hard Discounter Business Models
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Ocado Solutions Platform: Powering Global Online Grocery
Amazon Advertising
Aldi: Hard Discounter Business Models
Costco Wholesale vs Sam's Club
Costco: APAC & China Store Growth Potential
Costco UK & Europe: History, Economics, and Store Opportunity
Amazon vs Temu: Business Model & Logistics
Amazon.com Structural Advantages vs Traditional Retail
Amazon & Wayfair: Handling Large & Bulky Goods
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Wayfair: Demand Forecasting
Walt Disney Co - DIS
WANdisco - WAND
Warner Music Group - WMG
Major Record Labels: Business Model Evolution
Spotify, Universal, & Major Label Bargaining Power
Universal Music, Spotify, & The Music Industry
Universal Music, Warner, Spotify, & Artist Bargaining Power
Warner Music Group: Driving Value From The Catalog
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music: Artist Management In A Streaming Era
Waste Management Inc - WM
Waters Corp - WAT
WATSCO INC - WSO
Watsco: A Customer for 40 Years
US HVAC Demand Cycles & OEM / Distributor Relationships
HVAC Distribution and Games Workshop
Investor Dialogue: Watsco
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco, Carrier, & History of HVAC Distribution
Watsco: Gross Margin and Return Predictability
Watsco: SEER Pricing Changes and Gross Margin
Ferguson vs Watsco: HVAC Distribution
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Wayfair - W
Wayfair: CastleGate vs Drop Shipping Unit Flow
Supplying RH & Wayfair
Wayfair: CastleGate & Online Furniture Logistics
Wayfair: Pricing Strategy & Gross Margin
Made.com, Westwing, & European Online Furniture
Investor Dialogue: Wayfair
Wayfair: CastleGate and First-Mile Logistics
Wayfair CastleGate, Amazon, & FBA vs FBW
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Wayfair & CastleGate Logistics Penetration
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair: Dropshipping Unit Flow
Williams-Sonoma, Wayfair, & Furniture Supply Chains
MADE, Westwing, & Niche vs Mass E-commerce Models
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Wayfair, Made.com, & European Online Furniture
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Wayfair's Pricing Strategy and Mature Gross Margin
IKEA, Wayfair, & Omnichannel Furniture Retail
Wayfair CastleGate: The Value to Suppliers
Wayfair CastleGate Economics: Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair: German Market Challenges
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair: CastleGate and Last Mile Delivery
Wayfair CastleGate: Supplier Survey
Wayfair vs Amazon: A Supplier's Perspective
Wayfair
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon & Wayfair: Handling Large & Bulky Goods
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Wayfair: Demand Forecasting
Waymo
Wayve
Wencor
Westlake Financial Services
West Pharmaceutical Services Inc - WST
Westrock Co - WRK
Westwing Group - WEW.DE
Westwing: Business Model Design and Growth Strategy
Made.com, Westwing, & European Online Furniture
Wayfair: CastleGate vs Drop Shipping Unit Flow
IKEA: Physical to Omni-Channel Furniture Retail
MADE, Westwing, & Niche vs Mass E-commerce Models
Wayfair, Made.com, & European Online Furniture
Wayfair: German Market Challenges
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: Demand Forecasting
WeWork
WILLIAMS SONOMA INC - WSM
Wayfair: Dropshipping Unit Flow
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair CastleGate Economics: Supplier's Perspective
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair: CastleGate and Last Mile Delivery
Wayfair CastleGate: Supplier Survey
Wayfair vs Amazon: A Supplier's Perspective
Wayfair
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon & Wayfair: Handling Large & Bulky Goods
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon: Shipping Bulky Goods Through the FBA Network
Wayfair: Demand Forecasting
Winc - WBEV
WINGSTOP INC - WING
Wipro - WIT
Wix - Wix
Squarespace: Culture and Product Positioning
GoDaddy: Domains, Add-ons, and Competing with Shopify
Wix, Squarespace, & Webflow Competition
Wix vs Squarespace: Competing for Agencies
Wix: Agency Partner Perspective
Wix and Squarespace: Agency Partner Programs
Wix: Partner Program Developments
Wix, Shopify, & Selling to Agencies
Investor Dialogue: Wix
Webflow: Enterprise Customer Angle
Wix, Shopify, & Wordpress: Agency Customer Perspective
Workday - WDAY
WORLD ACCEPTANCE CORP - WRLD
Worldline SA - WLN
Woven
WPP - WPP
W. R. Berkley Corp - WRB
Wren Kitchens
WS Audiology
W W Grainger Inc - GWW
WYNDHAM WORLDWIDE CORP - WYN
X
Xero - XRO
Xpel Inc - Xpel
XPO Logistics - XPO
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Mainfreight's History & Operational Strategy
Old Dominion Freight Line: National Account Management & Expedite Services
Mainfreight Culture and US Market Challenges
XPO Logistics & US LTL: Scaling via M&A
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Y
Yahoo! Inc.
Yellow Corp - YELL
YELP INC - YELP
YOOX NET-A-PORTER GROUP - CFR
YouGov - YOU
Yum! Brands - YUM
Yum China - YUMC
Z
Zalando SE - ZALG
ASOS, Boohoo, & Online Fashion Retail Business Models
Boozt, Zalando, & Nordic Online Fashion
ASOS, Zalando, & EU Fast Fashion
Boozt Assortment and Strategic Positioning
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Zara Buying & Merchandising Strategies
Shein vs Zara vs ASOS: A Supplier's Perspective
SHEIN's Supply Chain: How it Works
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Disrupting Fast Fashion
Shein: Perspective of a Supplier
Zara & SHEIN Supply Chain Analysis
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
ZAYO GROUP HOLDINGS INC - ZAYO
ZENDESK INC - ZEN
Zillow Group - ZG
Zoetis Inc - ZTS
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Zoetis, BI, Elanco & Animal Pharma Competition
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Zoetis Animal Health: Vet Practice Perspective
Zoetis Animal Health: Pricing, Generics & Livestock Producers
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
Zoox
Zscaler - ZS
Zynga - ZNGA