Content Index - Companies
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A
Abcam - ABC
Acast
Accenture - ACN
Accor - AC
Activision Blizzard - ATVI
ACV Auctions - ACVA
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Carvana, ADESA, ACV, & Wholesale Auto Auctions
ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection
ACV Auctions & US Auto Wholesale Market
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, ADESA, & US Auto Wholesale Auction Market
AddLife - ALIF
Addtech & B2B Industrial Distribution
Addtech, Addlife, & Nordic Value-added Distribution
AddLife: Vision Ophthalmology Group Acquisition
Addtech and Topicus: Competitively Advantaged Buyers
AddLife: History & Future M&A Opportunities
Addtech: The History of Bergman & Beving
AddLife: Healthcare 21 Acquisition
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Addtech AB - ADDTb
Addtech & B2B Industrial Distribution
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Addtech, Addlife, & Nordic Value-added Distribution
Halma, Danaher, CSU & Serial Acquirer Org Structures
Addtech: M&A Process and Strategy
Addtech and Topicus: Competitively Advantaged Buyers
Addtech: The History of Bergman & Beving
Adecco Group AG - ADEN
Adore Beauty - ABY AU
ADVANCED DRAINAGE SYSTEM - WMS
Adyen NV - ADYEN
Adyen, Stripe, Checkout, & Payment Acquirers
Adyen: Pricing, Culture & Talent
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Adyen: A Merchant's Perspective
Adyen: Entering New Markets
AerCap - AER
Affirm
Airbnb - ABNB
Airbus - AIR
AIR LEASE CORP - AL
Alcon AG - ALCC
Aldi
Aldi, Ocado, & Online Grocery Business Models
Dino Polska: Growth Runway & Competition
Lidl: Hard Discounter Business Models
Lidl in Ireland: from 0 to 12% market share in 20 years
Mercadona and Discount Food Retail
The Evolution of Aldi's Operations in The U.S.
Lidl and Hard Discounter Culture
Aldi: Hard Discounter Business Models
Aldi: Culture & Operations of a Hard Discounter
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Leadership Principles: Lessons from 25 Years in Consumer Retail
Align Technology Inc - ALGN
Alimentation Couche-Tard - ATD
Circle K's US Unit Growth and Fuel Margin Outlook
Circle K Norway EV Experiment Lab
EV Penetration & Circle K Norway's EV Experiment Lab
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Couche-Tard, C-stores, & The Impact of Electric Vehicles
ARKO & US C-Stores: Merch Margins and EV Risks
Circle K: US C-Store Asset Quality & Unit Growth
Allegro - ALE
Allianz SE - ALV
Alphabet Inc - GOOG
Alphawave IP
Alteryx - AYX
Amazon - AMZN
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Lessons from Eight Years at Amazon, Inc.
Snowflake, Synapse, and Redshift: Customer Angle
Amazon Fulfilment Process
New Relic vs Datadog: Fight for Observability
Amazon Prime's Sports Rights Strategy
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Long-Run and Normalised FCF Margin Estimates
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Amazon Retail EMEA Strategy and Profitability
Wayfair CastleGate, Amazon, & FBA vs FBW
Amazon Europe: Logistics, Hiring and Leadership Principles
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Databricks, Snowflake, GCP, & Public Cloud Competition
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Wayfair: CastleGate & Online Furniture Logistics
Amazon Logistics: US Network Buildout & Rationalization
AWS: Running a Hyperscale Data Center
Amazon Retail: 1P vs 3P Economics
Amazon Retail Unit Economics
Netflix Engineering & AWS Relationship
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
AWS: Containers, Kubernetes, & EC2 Stickiness
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Confluent, Amazon MSK, & Apache Kafka
Alteryx: Land and Expand
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Amazon European Logistics Buildout
Amazon: Deconstructing the Retail P&L
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Etsy, Amazon Handmade, & Potential Limitations to Scale
Major Record Labels: Business Model Evolution
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Amazon Retail: The Rails of E-commerce
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Amazon Advertising
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Amazon's Culture
Fedex Express: The Design & Evolution of a Delivery Network
Snowflake, Redshift, & AWS Partner Program
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Atlassian: Reselling Jira and Confluence
InPost & The Automated Parcel Machine (APM) Industry
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Databricks: Melting the SNOW
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Amazon vs CDON, Allegro, & Bol.com
Amazon Web Services - AWS
AMERICAS CAR-MART INC - CRMT
Amplifon
Amplifon SpA - AMPF
AmWINS Group
Analog Devices Inc - ADI
Appdynamics
Apple Inc - AAPL
AppLovin - APP
Aptiv - APTV
ARKO Corp - ARKO
ARROW ELECTRONICS INC - ARW
Asana - ASAN
ASBURY AUTOMOTIVE GROUP - ABG
Asda - WMT
Ashtead Group PLC - AHT
Ashtead, United Rentals, & US Equipment Rental
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
United Rentals, Ahern, & Equipment Rental M&A
ASOS - ASOS
Assa Abloy AB - ASSAb
Assicurazioni Generali SpA - G
Aston Martin Lagonda Global Holdings PLC - AML
Atlassian - TEAM
Atlassian: Confluence Strategy & Competition
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
ServiceNow: Competing with Jira & Datadog
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Monday.com: Comparison with Asana, Airtable and Jira
Atlassian: Reselling Jira and Confluence
Auto1 Group - AG1
Automation Anywhere
Auto Trader Group PLC - AUTOA
Avalara Inc - AVLR
Azenta Life Sciences - AZTA
B
Bacardi
Balta Group - BALTA
Basic-fit NV - BFIT
Bausch Health Companies Inc - BHC
BCA Marketplace
Beam Suntory - STBFY
Bechtle AG - BC8G
Becton Dickinson and Co - BDX
Beezy
Bergman & Beving
Berkshire Hathaway Inc - BRKb
Big Yellow Group PLC - BYG
Biomerieux SA - BIOX
Blue Prism - PRSM
B&M Group - BME.L
BMW - BMW
Boehringer Ingelheim
Boehringer-Ingelheim Animal Health
Boeing - BA
Bollore SE - BOLL
Boohoo Group - BOO
Booking Holdings - BKNG
Boozt - BOOZT
British American Tobacco PLC - BATS
BROWN & BROWN INC - BRO
Bupa
Burford Capital - BUR
Burford Capital & Litigation Finance
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Investor Dialogue: Burford Capital
Burford Capital & Litigation Fair Value Accounting
Burford Capital Management Team, Capital Allocation, and Liquidation Value
Burford Capital, Harbour Litigation, IRR's, & Asset Recovery
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
Burford Capital: Pioneering Litigation Finance
Manolete Partners & Insolvency Litigation Finance
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Omni Bridgeway: Leading Litigation Finance
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital & Litigation Case Origination
Burford Capital & YPF Risk-Reward
Burford Capital: A History of Petersen & the YPF-related Assets
Burford H1 22 Results: Duration and Cash Income Reconciliation
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
C
Caffé Nero
Calamp - CAMP
Campbell Soup Company - CPB
car2go
Cardlytics - CDLX
Care England
Carl Zeiss Meditec AG - AFXG
Carmax Inc - KMX
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: Accident Rates & Auto Repair Diagnostics
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
Vroom, Carvana, & Optimising Vertical Integration
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Carrier Global Corp - CARR
Cartier - CFR
CARVANA CO - CVNA
Auto1 Group & European Online Auto Retail
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Carvana: Finance GPU Challenges and Potential Solutions
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
Wayfair CastleGate, Amazon, & FBA vs FBW
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
Vroom, Carvana, & Optimising Vertical Integration
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana, ADESA, & US Auto Wholesale Auction Market
Carvana's Finance GPU and Gain-on-Loan Sale
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
CASELLA WASTE SYSTEMS - CWST
CASEYS GENERAL STORES - CASY
Cazoo - AJAX
CDON - CDON
Chewy - CHWY
Chipotle Mexican Grill Inc - CMG
Chronosphere
CIMPRESS NV - CMPR
Circle K - CRK
Coca-Cola - KO
Cogent Communications Holdings Inc - CCOI
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Cogent Communications: Hyperscalers' Dark Fiber Demand
Cogent's Sprint Fiber Deal
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Cogent Communications, Microsoft, & Dark Fiber Networks
Cogent Communications & Global ISP Competition
Cognizant Technology Solutions - CTSH
Compagnie Financière Richemont SA - CFR
Confluent - CFLT
Constellation Brands Inc - STZ
Constellation Software - CSU
Topicus: M&A Strategy & Growth Runway
Valuing Constellation Software & Lumine Spin
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Constellation Software Competitive Risks
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software: M&A Best Practices
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Halma, Danaher, CSU & Serial Acquirer Org Structures
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Constellation Software: Culture & M&A
Topicus, Transdigm and Value-Based Pricing
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Topicus, PharmaPartners, & VMS Value-Based Pricing
Judges Scientific, Geotek, & GDS Instruments
Constellation Software, Jonas, & Portfolio Management
Investor Dialogue: Constellation Software
Constellation Software, Allscripts, & CSU 2.0
Continental AG - CONG
Copart - CPRT
Copart: Accident Rates & Auto Repair Diagnostics
Pricing Auto Insurance Policies
Copart Germany: A New Salvage Auction Model
The Auto Insurance Claims Process
Copart: Running a Salvage Yard
Copart: International Growth Opportunities
Carvana, KAR Auction, & The Used Car Ecosystem
IAA, Copart, & Salvage Auctions
Investor Dialogue: Copart
US Franchise Auto Dealers: Shifting Omnichannel
Costco Wholesale Corp - COST
Costco's Cultural DNA: Working with Jim Sinegal
Costco Wholesale vs Sam's Club
Aldi, Ocado, & Online Grocery Business Models
Costco & Buying Scale per SKU
26 years at Costco Canada
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Costco's International Growth Opportunity
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Costco International: 650+ Store Opportunity
Costco: APAC & China Store Growth Potential
Costco Buying Strategies & Supplier Relationships
Costco Wholesale: Management, Philosophy, & Culture
Costco: The Executive Membership, Gas Stations, & Selling Popchips into Costco
Costco: Culture & Operating Principles at Costco Canada
Costco's Changing Philosophy
Coty - COTY
CRC Insurance
Credit Acceptance - CACC
CSL Ltd - CSL
Cytek Biosciences Inc - CTKB
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Cytek Biosciences: A Distributor Perspective
Maxcyte's Technology, Pricing, & Growth Outlook
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Cytek Biosciences: Flow Cytometry Competition
Cytek Biosciences: Full Spectrum Flow Cytometry
D
Daimler AG - DAIGn
Danaher Corp - DHR
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Halma, Danaher, CSU & Serial Acquirer Org Structures
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
The Danaher Business System Mindset
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Danaher, Beckman Coulter, & The DBS Machine
Danone - BN
Databricks
Datadog - DDOG
Selling Microsoft Office 365 Commercial
New Relic vs Datadog: Fight for Observability
Datadog, AppDynamics, & Observability Products
Datadog, Open Telemetry, & A History of Observability
ServiceNow: Competing with Jira & Datadog
Elastic Positioning & Growth Strategies
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Debenhams
Deliveroo - ROO
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Slerp & UK White Label Restaurant Food Delivery
Elmenus & Egyptian Food Delivery
Online Food Delivery: Spain Labor Law & Market Structure Changes
Burger King UK: Offline to Online Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Online Food Delivery: Marketplaces & Logistics Business Models
Online Food Delivery: A Restaurant's Perspective
Glovo & EU Convenience Delivery
Getir & On-Demand Grocery Delivery
Delivery Hero SE - DHER
Delphi Technologies - DLPHI
Delta Air Lines - DAL
Demant A/S - DEMANT
Diageo - DGE
DiaSorin SpA - DIAS
DIGIMARC CORPORATION - DMRC
Dino Polska S.A. - WSE:DNP
Diversey
Domino's Pizza Enterprises - DMP
Domino's Pizza Group - DOM
Domino's Pizza, Inc - DPZ
Yum! Brands: Scaling Pizza Hut in China
Restaurant vs Hotel Distribution & FDM Group
Domino's Pizza Group: Master Franchising
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
Pizza Hut & The Indian Pizza Market
Domino's Pizza: 5,000+ Store Opportunity in China
Doordash - DASH
Dopper
Double Dutch Drinks
Douglas
Draftkings - DKNG
Duck Creek Technologies Inc - DCT
DXC Technology - DXC
Dynatrace - DT
E
eBay - EBAY
Elanco - ELAN
Elastic - ESTC
Electrocomponents PLC - ECM
EMI Group - SNE
EPAM Systems - EPAM
Epic Games
Epiroc AB - EPIRa
EQS Group
Essensys
EssilorLuxottica SA - ESLX
Estee Lauder - EL
ESTERLINE TECHNOLOGIES - ESL
Etihad Airways
ETL Global
ETSY INC - ETSY
Euler Hermes
Eurofins Scientific - ERF
European Central Bank - ELE
EVI Industries - EVI
Evolution Gaming - EVO
Investor Dialogue: Evolution Gaming Short Report
Evolution Gaming & Unregulated Asian Gaming Markets
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming, Kambi, & US Gaming Regulation
Evolution Gaming vs Pragmatic Play
Evolution Gaming: B2B Aggregators and Regulatory Outlook
Evolution Gaming: US Competition
Building an Online Live Casino Offering
Ezugi, Evolution Gaming, & LATAM Live Casino
Evolution Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
Expedia - EXPE
Exp World - EXPI
F
Facebook Inc - FB
FanDuel - FLTR
Farfetch - FTCH
Fastenal Inc - FAST
Fastpayhotels
Faurecia - EO
FDM Group - FDM
FedEx Corp - FDX
Feelunique - LVMH
Ferrari NV - RACE
Fever Tree - FEVR
Fever Tree: Sourcing, Bottling, & Demand Planning
Investor Dialogue: Fever Tree
Fever Tree: Off-Premise Channel Update
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Fever Tree vs Monster Beverage Distribution Strategy
Q Mixers: US Distribution
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Double Dutch & UK Premium Mixer Market
Fever Tree vs Q-Mixers: On-Premise Battles
Fentimans, Fever Tree, & US Premium Mixer Distribution
Fever Tree US Competition
Fever Tree US vs UK Growth Opportunities
Fever Tree: US Distribution
Fever Tree: Gross Margin Outlook
Monster, Fever Tree & Non-Alcoholic Beverage Distribution
Fever Tree: Southern Glazer's US Distribution Relationship
Q-Mixers vs Fever Tree: On-Premise Channel
Fever Tree: UK History and Gross Margin Outlook
Fielmann - FIE
Fiverr - FVRR
Flutter Entertainment PLC - FLTRF
Flybe
Four Seasons Health Care
frontdoor - ftdr
G
GameStop - GME
Games Workshop Group PLC - GAW
GAN - GAN
General Electric Co - GE
General Motors Co - GM
Getir
GET Thailand
GetYourGuide
GFL Environmental - GFL
GLG - GLG
Global E Online - GLBE
Global Fashion Group - GFG
Global Payments Inc - GPN
Glovo
GN Store Nord A/S - GN
GODADDY INC - GDDY
Go-Jek
Goodfood - Food.to
Goodman Jones
Google - GOOG
Selling Microsoft Office 365 Commercial
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
The Media Planning and Buying Process
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
Restaurant vs Hotel Distribution & FDM Group
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Google Workspace: SMB to Enterprise Sales
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
KAYAK: History and Future of Travel Search
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Snowflake: Investment Trends & Cost Optimization
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Google Search, Bing & The Threat Of Disruption
Pinterest: Middle of the Funnel
AWS: Running a Hyperscale Data Center
Just Eat: Lessons from Scaling an Online Marketplace
AWS: Containers, Kubernetes, & EC2 Stickiness
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Google & Travel Value Chain Structure
Google Travel: Debating Potential Abuse of Market Power
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Tremor International Growth Opportunities and Challenges
Pinterest Positioning, Attribution & IDFA
Amazon Advertising
Booking Holdings: Travel SEO and SEM Travel
Google Workspace vs Microsoft 365
Google: Selling Display Advertising
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
Gorillas
Goyard
Grab
GRAIL
Grainger PLC - GRI
Greatview Aseptic Packaging Company Ltd - HKG: 0468
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 International: UK Classic Car Insurance
Hagerty vs NSM Insurance Group: Classic Car Insurance
Hagerty Marketplace: The Inner Workings of Collector Car Auctions
Hagerty: Agency and Insurance Partnerships
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Halma PLC - HLMA
Halma, Danaher, CSU & Serial Acquirer Org Structures
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: BEA Sensors Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Halma, Kirk Key, & HLMA Organisational Structure
Judges Scientific, Geotek, & GDS Instruments
Halma: Driving Organic Growth and Innovation
HashiCorp - HCP
Havas Media Group
HCA Healthcare Inc - HCA
H&E EQUIPMENT SERVICES - HEES
Heico - HEI
Hellofresh SE - HFGG
Hermes Investment Management
Hilton Worldwide - HLT
Home Depot Inc - HD
Howden Joinery Group PLC - HWDN
HUBSPOT INC - HUBS
I
IAA - IAA
Iberostar Group
IDEXX Laboratories Inc - IDXX
iFIT
IKEA - IKEA
Illumina - ILMN
Illumina Inc - ILMN
Inchcape PLC - INCH
Inditex - ITX
InPost - INPST
Instacart
Intel Corp - INTC
Intuit - INTU
Intuitive Surgical Inc - ISRG
Ituran - ITRN
J
Jaguar Land Rover
James Hardie Industries Plc - JHX
Jeronimo Martins SGPS SA - JMT
Johnson & Johnson - JNJ
J Sainsbury PLC - SBRY
Jubilant Foodworks - JUBLFOOD
Judges Scientifc PLC - JDG
Judges Scientific: GDS Instruments
Oxford Cryosystems: Selling to Judges Scientific PLC
Investor Dialogue: Judges Scientific
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Judges Scientific, Geotek, & GDS Instruments
Just Eat Takeaway - TKWY
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Deliveroo & Dark Kitchens
Uber Eats, SkipTheDishes & Food Delivery Business Models
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Domino's Pizza: Managing the US and UK Franchise Network
Slerp & UK White Label Restaurant Food Delivery
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Elmenus & Egyptian Food Delivery
Just Eat: Lessons from Scaling an Online Marketplace
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Online Food Delivery: Spain Labor Law & Market Structure Changes
Burger King UK: Offline to Online Food Delivery
Bechtle AG, Software Reselling, & White Label Food Delivery
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Online Food Delivery: Marketplaces & Logistics Business Models
Online Food Delivery: A Restaurant's Perspective
Glovo & EU Convenience Delivery
Getir & On-Demand Grocery Delivery
K
Kambi Group - KAMBI
KAR Auction Services - KAR
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
CarMax: Competing with Carvana
ACV Auctions & US Auto Wholesale Market
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
Carvana, ADESA, & US Auto Wholesale Auction Market
KB HOME - KBH
Kelly Partners Group - KPG
Kelly Partners Group & Accountancy Roll-Ups
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Kelly Partners Group: UK Expansion & ETL Global
UK Accountancy Practice M&A
Kelly Partners Group & Accountancy Practice M&A
Kelly Partners Group (KPG) & Accountancy Roll-Ups
William Buck & Australian Accounting Roll-Ups
Kering - KER
Kerring - KER
KNIGHT TRANSPORTATION - KNX
Kone Oyj - KNEBV
Kroger Co - KR
Kuehne und Nagel International AG - KNIN
L
ladyinlondon.com
Lagercrantz Group AB
LAWSON PRODUCTS INC - LAWS
Lear Corporation - LEAR
Lectra - LSS
Lemonade, Inc - LMND
Leslie's - LESL
LG Chem Power Inc
Lidl
Aldi, Ocado, & Online Grocery Business Models
Dino Polska: Growth Runway & Competition
Lidl: Hard Discounter Business Models
Naked Wines & The Online Wine Opportunity
Lidl in Ireland: from 0 to 12% market share in 20 years
Mercadona and Discount Food Retail
Lidl and Hard Discounter Culture
Aldi: Hard Discounter Business Models
Hard Discounter Business Models: Aldi's Disruption of UK Food Retail
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Lidl: Hard Discounter Private Label Strategy
Leadership Principles: Lessons from 25 Years in Consumer Retail
Lifco AB - LIFCOb
Linde PLC - LIN
LiveChat Software - WSE:LVC
LiveTiles Limited - LVT
L'Oreal - OR
LOUISIANA PACIFIC CORP - LPX
Lowe`s Companies Inc - LOW
LumApps
Lumen Technologies Inc - LUMN
LVMH Moet Hennessy Louis Vuitton SE - LVMH
Feelunique, Adore Beauty, & Beauty as an Online Category
Estee Lauder: Beauty Innovation
Belmond: Creating Extraordinary Experiences
Salvatore Ferragamo & Luxury Retail Unit Economics
Bottega Veneta: Luxury Brand Building
YOOX-NET-A-PORTER & Online Luxury Distribution Models
Online Luxury Fashion: Marketplaces vs Retailers
RIMOWA & Luxury Retail Distribution
Lyft - LYFT
M
Made.com - MADE
Magnite - MGNI
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
Masimo - MASI
Mastercard Inc - MA
Match Group - MTCH
MaxCyte - MXCT
McDonald's - MCD
Medtronic PLC - MDT
Mercadona
Mercell Holding AS - MRCEL NO
Merck animal healthcare
Meta Platforms - META
Michael Kors - CPRI
Microsoft Corp - MSFT
Selling Microsoft Office 365 Commercial
AWS Series: Kubernetes & The Portability Illusion
Nintendo: Everlasting Gaming IP
The History of x86, ARM, & Amazon's Graviton Processor
Google AI in Search, YouTube, Assistant vs ChatGPT
Snowflake, Synapse, and Redshift: Customer Angle
New Relic vs Datadog: Fight for Observability
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Long-Run and Normalised FCF Margin Estimates
LiveTiles, Unily and the Intranet-in-a-Box Market
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Amazon Ads: 1P and 3P Spend Breakdown
Google Workspace: SMB to Enterprise Sales
SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition
AWS Series: Hyperscale Data Centers, Physical Moats, & Server Lifetime
Atlassian: Confluence Strategy & Competition
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Google Search, Bing & The Threat Of Disruption
Databricks, Snowflake, GCP, & Public Cloud Competition
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
LiveTiles & The Microsoft Sharepoint Ecosystem
AWS: Running a Hyperscale Data Center
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
Cogent Communications, Microsoft, & Dark Fiber Networks
AWS: Containers, Kubernetes, & EC2 Stickiness
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Bechtle AG & The Microsoft Partner Ecosystem
Snowflake Positioning vs AWS, GCP, Azure
OKTA, Microsoft E5, & Identity Competition
Amazon Web Services: Data Center Economics
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Google Workspace vs Microsoft 365
Atlassian: Reselling Jira and Confluence
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
HashiCorp: Terraform Open-Source to Paid
MIX TELEMATICS - MIXT
Moderna
Momentum Group
Monday.com - MNDY
Monster Beverage Corp - MNST
Moonpig Group - LON:MOON
Motorpoint - MOTR
Cazoo, Cinch, Motorpoint & UK Used Car Market
AerCap, Aircraft Leasing, & Auto Dealer Business Models
UK Used Car Market Competitive Landscape
Vertu Motors & UK Franchise Auto Dealers
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Motorpoint, Cazoo, & Imperial Car Supermarkets
MSC INDL DIRECT INC - MSM
MTU Aero Engines AG - MTXGn
MURPHY USA INC - MUSA
Mytheresa
N
N26
Naked Wines - WINE
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Naked Wines & The Online Wine Opportunity
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
Naked Wines: Australia Market Performance
Naked Wines: Trading Update & New Customer Growth
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Investor Dialogue: Naked Wines
Vivino Wine Marketplace & US DTC Wine
Naked Wines & Customer Lifetime Value
Naked Wines: Business Model Economics
Vivino, Naked Wines, & US DTC Wine
A History of US Wine & Spirits Distribution
Naked Wines: Operational Changes & Strategic Opportunities
Naked Wines: Testing to Build
Naked Wines: A Unique Subscription Model
Naked Wines: FY22 Results and Reflections
NANOSTRING TECH INC - NSTG
NAUTILUS INC - NLS
Nestlé - NESN
Netflix Inc - NFLX
New Look
New Relic - NEWR
Next PLC - NXT
Nielsen Holdings PLC - NLSN
Nikola - NKLA
Nimbus Kitchens
Nintendo - NTDOY
Nobia - NOBI
Nordzucker AG
Novartis - NOVN
NSM Insurance Group
NVR Inc - NVR
O
Ocado - OCDO
OHB SE - OHB
OKTA INC - OKTA
Old Dominion Freight Lines - ODFL
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Old Dominion Freight Lines: LTL Pricing & 3PL Threat
Fedex Freight, Old Dominion, & US LTL Trucking
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Old Dominion, Saia, & US LTL Competition
Old Dominion Freight Lines vs Fedex Freight: Competitor Angle
US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
Olo - OLO
Omni Bridgeway - OBL
OneWater Marine Inc - ONEW
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
OneWater & Marine Boat Retailing through the Cycle
OneWater Marine & Boat Retailing
OneWater Marine: Boat Manufacturer and Dealer Relationship
Opendoor
Oracle Corp - ORCL
Otis Worldwide Corp - OTIS
OVERSTOCK COM INC - OSTK
P
Pacific Biosciences - PACB
Papa John's Pizza - PZZA
Par Technology - PAR
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
Pfizer Inc - PFE
Philip Morris International Inc - PM
Pinterest - PINS
PLANET FITNESS INC - PLNT
Playtech PLC - PTEC
Polarcus
POOLCORP - POOL
Porch Group Inc - PRCH
Poshmark
Pratt & Whitney - UTC
PRAXAIR INC - PX
Procter & Gamble - PG
Progressive Insurance - PGR
Pubmatic - PUBM
Purplebricks - PURP
Q
Qiagen NV - QIA
Quilter - QLT
R
Rakuten Group - 4755
Randstad NV - RAND
Receipt Bank
Redbubble - RBL
Investor Dialogue: Redbubble
Redbubble: A Perspective from a Top Selling Artist
Redbubble: Product Categories, Supplier Relationships, & Growth Opportunities
Redbubble, SEEK, Etsy, & Scaling a Three-Sided Marketplace
Redbubble: A Three-Sided Marketplace
From SEEK to Redbubble: Scaling Two & Three-Sided Marketplaces
Redbubble: Market Size, Product Quality and Customer Acquisition
RE/MAX HOLDINGS INC - RMAX
Restaurant Brands International - QSR
Restoration Hardware - NYSE:RH
Rightmove - RMV
RIMOWA - LVMH
Rolex
Rolls Royce Group - RR
Root Insurance - ROOT
Ryanair - RYA
Ryan Specialty Group - RYAN
S
S4 Capital - SFOR
Sabre - SABR
Safestore Holdings PLC - SAFE
Safran SA - SAF
Sage - SGE
SAIA INC - SAIA
Salesforce.Com Inc - CRM
Salvatore Ferragamo - SFER
Sandvik AB - SAND
SAP - SAP
SAP SE - SAPG
Satair - AIR
Schindler Holding AG - SCHP
SDI - SDI Group
Sealed Air Corporation - SEE
Seek Ltd - SEK
Sephora - LVMH
ServiceNow Inc - NOW
SHAKE SHACK INC - SHAK
Shopify - SHOP
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Logistics: US Network Buildout & Rationalization
GoDaddy: Domains, Add-ons, and Competing with Shopify
Global-e: Cross-Border E-commerce
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Wix, Shopify, & Selling to Agencies
Shopify: Creativity at Scale
Sierra Wireless - SWIR
Slerp
SLM Solutions - AM3D.DE
Snapchat - SNAP
Snowflake - SNOW
Snowflake, Synapse, and Redshift: Customer Angle
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Snowflake: Investment Trends & Cost Optimization
Databricks, Snowflake, GCP, & Public Cloud Competition
ServiceNow: Competing with Jira & Datadog
Alteryx: Land and Expand
Snowflake Positioning vs AWS, GCP, Azure
Investor Dialogue: Amazon Web Services
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Snowflake, Redshift, & AWS Partner Program
Databricks: Melting the SNOW
Sonova Holding AG - SOON
Sony Corporation - SNE
Southern Glazer's
Southern Glazer's Wine & Spirits
Southwest Airlines - LUV
Specsavers
Spirax-Sarco Engineering PLC - SPX
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Spirax Sarco: Thermocoax & Thermal Heating Solutions
Spirax Sarco: US Steam Positioning & Distribution
Spirax Sarco: Decentralisation, Supply Chain & Operations
Spirax-Sarco Engineering: Chromalox
Spirax Sarco: Steam Properties & Competitive Landscape
Spirax-Sarco Engineering: The Power of Direct Sales
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Spirit Airlines - SAVE
Splunk - SPLK
Spotify - SPOT
Acast, Spotify, & Podcast Monetization
The Podcasting Advertising Ecosystem
Acast: Podcast Advertising Platforms and Growth Opportunity
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Spotify: Marketing Music Artists Online
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Spotify & The Economics of the Music Industry
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Squarespace
Wix: Agency Partner Perspective
Wix, Squarespace, & Webflow Competition
Wix and Squarespace: Agency Partner Programs
Investor Dialogue: Wix
Squarespace: Culture and Product Positioning
Wix: Partner Program Developments
GoDaddy: Domains, Add-ons, and Competing with Shopify
Wix vs Squarespace: Competing for Agencies
Webflow: Enterprise Customer Angle
Wix, Shopify, & Selling to Agencies
State Farm
Steinhoff
Ste. Michelle Wine Estates
Stitch Fix Inc - SFIX
St. James's Place - SJP
Stripe
Stryker Corporation - SYK
Subway
Sustainability Accounting Standards Board (SASB)
Swatch Group AG - UHR
Swedish Match AB - SWMA
Synopsys Inc - SNPS
T
Takeda Pharmaceutical Company
Take-Two Interactive Software Inc - TTWO
Target Corp - TGT
Temenos AG - TEMN
Tesco - TSCO
UK Online and Offline Grocery Models
Lidl: Hard Discounter Business Models
Dino Polska, Tesco, and Polish Food Retail
Lidl in Ireland: from 0 to 12% market share in 20 years
Ocado & Online Grocery Economics
Sainsbury's, Tesco, & UK Dark Grocery Stores
Aldi: Hard Discounter Business Models
ASDA and UK Food Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Leadership Principles: Lessons from 25 Years in Consumer Retail
Tesla Inc - TSLA
Tesla: Service, Support & Operations Network
Tesla's Culture and Manufacturing Challenges
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
EV Penetration & Circle K Norway's EV Experiment Lab
Tesla EV Battery Innovation and Strategy
Coronavirus: Auto Supply Chain Impact
Tesla Battery Manufacturing & Energy Storage
Tetra Pak
Texas Instruments Inc - TXN
Thales SA - TCFP
The Access Group
The Gym Group - GYM
The Hut Group - THG
Thermo Fisher Scientific - TMO
THE TRADE DESK INC - TTD
T-Mobile US Inc - TMUS
Topicus - TOI.V
Topicus: M&A Strategy & Growth Runway
Constellation Software Competitive Risks
Constellation Software: Competition, Hurdle Rates & Deal Flow
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Topicus, Transdigm and Value-Based Pricing
Topicus, PharmaPartners, & VMS Value-Based Pricing
TransDigm Group Inc - TDG
TransDigm: Value-Based Pricing Strategy
TransDigm, AdelWiggins, & The Aerospace Aftermarket
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
Topicus, Transdigm and Value-Based Pricing
Satair & Aerospace Distribution
HEICO, Transdigm, & PMA Parts
TransDigm: Telair Acquisition & OEM Aftermarket Pressure
TransDigm: Esterline Technologies Acquisition
Investor Dialogue: HEICO, Transdigm, & Terminal Values
Travis Perkins - TPK
Tremor International - TRMR
TRUPANION INC - TRUP
Twilio - TWLO
Twitter Inc - TWTR
U
Uber - UBER
Restaurant Franchisees & Online Food Delivery
Just Eat & Online Food Delivery in Spain
Scaling Uber EATS in London
Grubhub and US Online Food Delivery
Deliveroo & Dark Kitchens
UberX and UberEats: Setting the Take Rate
Uber Eats, SkipTheDishes & Food Delivery Business Models
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
Online Food Delivery in France: Deliveroo, UberEats, & Gorillas
Domino's Pizza: Managing the US and UK Franchise Network
Slerp & UK White Label Restaurant Food Delivery
Nimbus Kitchens, Roberta's Pizza & Ghost Kitchens
Lessons from Raising $90m in Venture Capital
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Online Food Delivery: Spain Labor Law & Market Structure Changes
Bechtle AG, Software Reselling, & White Label Food Delivery
Uber: Relationship with Drivers
Just Eat Takeaway: Protecting the Legacy UK Marketplace
Brand Marketing: From Coca-Cola to Uber
Online Food Delivery: Marketplaces & Logistics Business Models
Glovo & EU Convenience Delivery
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
Ashtead, United Rentals, & US Equipment Rental
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
United Rentals, Ahern, & Equipment Rental M&A
Unity Technologies
Universal Music - UMG
Upwork - UPWK
V
Vacasa
Valeo - FR
Varta AG - VAR1
Veolia - VIE
Vertu Motors - VTU
Victoria PLC - VCP
Virgin Wines - VINO
Visa Inc - V
Vivendi SA - VIV
Vivino
Volkswagen - VOW3
Vroom - VRM
W
Walgreens Boots Alliance Inc - WBA
Walmart Inc - WMT
Costco Wholesale vs Sam's Club
Lidl: Hard Discounter Business Models
Ocado & Online Grocery Economics
Ocado Solutions Platform: Powering Global Online Grocery
Costco: APAC & China Store Growth Potential
Aldi: Hard Discounter Business Models
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Amazon Advertising
Walt Disney Co - DIS
WANdisco - WAND
Warner Music Group - WMG
Waste Management Inc - WM
WATSCO INC - WSO
Watsco: Gross Margin and Return Predictability
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco: A Customer for 40 Years
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
US HVAC Demand Cycles & OEM / Distributor Relationships
Investor Dialogue: Watsco
Watsco: SEER Pricing Changes and Gross Margin
Watsco, Carrier, & History of HVAC Distribution
HVAC Distribution and Games Workshop
WAYFAIR INC - W
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
IKEA, Wayfair, & Omnichannel Furniture Retail
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair CastleGate, Amazon, & FBA vs FBW
Made.com, Westwing, & European Online Furniture
Wayfair's Pricing Strategy and Mature Gross Margin
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
MADE, Westwing, & Niche vs Mass E-commerce Models
Wayfair: CastleGate & Online Furniture Logistics
Supplying RH & Wayfair
Wayfair & CastleGate Logistics Penetration
Wayfair: Pricing Strategy & Gross Margin
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair, Made.com, & European Online Furniture
Investor Dialogue: Wayfair
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair: CastleGate and First-Mile Logistics
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Westwing Group - WEW.DE
WeWork
WILLIAMS SONOMA INC - WSM
Winc - WBEV
WINGSTOP INC - WING
Wipro - WIT
Wix - Wix
Wix: Agency Partner Perspective
Wix, Squarespace, & Webflow Competition
Wix and Squarespace: Agency Partner Programs
Investor Dialogue: Wix
Squarespace: Culture and Product Positioning
Wix: Partner Program Developments
GoDaddy: Domains, Add-ons, and Competing with Shopify
Wix vs Squarespace: Competing for Agencies
Webflow: Enterprise Customer Angle
Wix, Shopify, & Selling to Agencies
Workday - WDAY
Worldline SA - WLN
WPP - WPP
Wren Kitchens
WS Audiology
W W Grainger Inc - GWW
X
Y
Yellow Corp - YELL
YOOX NET-A-PORTER GROUP - CFR
YouGov - YOU
Yum! Brands - YUM
Yum China - YUMC
Z
Zalando SE - ZALG
ZENDESK INC - ZEN
Zillow Group - ZG
Zoetis Inc - ZTS
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
Zoetis, BI, Elanco & Animal Pharma Competition
Zoetis Animal Health: Vet Practice Perspective
Zoetis Animal Health: Pricing, Generics & Livestock Producers
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Zynga - ZNGA