Content Index - Companies
Search company by index
A
AAR Corp - AIR.US
Abcam plc - ABCM
ABF Freight System
Acast - ACAST
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Acast, Spotify, & Podcast Monetization
Acast: Podcast Advertising Platforms and Growth Opportunity
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: Megaphone, SPAN & Programmatic
Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences
Spotify Podcast Advertising
Spotify: Podcast Advertising Value Chain
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Accell Group N.V. - ACCEL
Accenture plc - ACN
Accor SA - AC
Activision Blizzard Inc - ATVI
The Value of Gaming Intellectual Property
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Massive Entertainment: Game Development, Design & Monetization
Microsoft Gaming: Xbox Cloud & Game Pass
Fortnite Gameplay Design & Monetization
Esports & The Overwatch League
Microsoft Gaming: Xbox vs PlayStation Positioning
Unity Technologies: Game Engine Industrial Applications
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
ACV Auctions Inc - ACVA
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: New Market Expansion Process & Challenges
ACV Auction, Akerlof's Lemons, & Used Car Adverse Selection
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
ACV Auctions & US Auto Wholesale Market
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
LKQ & US Auto Recycling: Salvage Operations
Carvana, ADESA, & US Auto Wholesale Auction Market
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
ADAC
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
Bergman & Beving: Spin-offs, Value Chain & New Management
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Addnode - ANOD
Addtech - ADDT
Addtech & B2B Industrial Distribution
Addtech: Managing a BU, M&A Funnel & Incentives
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Addtech, Addlife, & Nordic Value-added Distribution
Bergman & Beving: Lagercrantz 2.0?
Halma, Danaher, CSU & Serial Acquirer Org Structures
Addtech: M&A Process and Strategy
Addtech and Topicus: Competitively Advantaged Buyers
Indutrade: Unsuccessful Acquisition Case Study
Röko: Building a Leading Serial Acquirer
Addtech: The History of Bergman & Beving
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Adecco Group AG - ADEN
ADESA
Adore Beauty Group Limited - ABY
ADPMa
Advance Auto Parts Inc - AAP
O'Reilly Auto Parts: Distribution Center Operations
O'Reilly Auto Parts: Customer Segments & Profit per Vehicle Type
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
O'Reilly vs Advance Auto Parts: Supply Chain Comparison
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
MONRO: EV Threat to US Auto Repair Shops
Advanced Drainage Systems Inc - WMS
Advanced Micro Devices Inc - AMD
Adyen N.V. - 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: Pricing & Competition
Adyen: A Merchant's Perspective
Adyen: Entering New Markets
AerCap Holdings N.V. - AER
AETNA INC - AET
Privia Health: Athena Integration & Payer Rate Negotiations
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Affirm Holdings Inc - AFRM
Aflac Inc - AFL
Agilent Technologies Inc - A
agilon health inc - AGL
Privia Health: Athena Integration & Payer Rate Negotiations
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Ahern Rentals
Airbnb Inc - ABNB
Airbus SE - AIR
Airbus: Launching A320neo versus Boeing 737
OHB & European Space Systems
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
Satair & Aerospace Distribution
TransDigm: Boeing vs OEM Supplier Bargaining Power
Proponent, HEICO, & Aerospace Distribution
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Loar Group: Pacific Piston Ring Company
Leading Airbus China: Race Against Boeing
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
Air Lease Corporation - AL
Air Products and Chemicals Inc - APD
Airtable
Alcon Inc - ALC
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
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
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
Alibaba Group Holding Limited - BABA
Alignment Healthcare - ALHC
Align Technology Inc - ALGN
Alimentation Couche-Tard Inc - 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
Casey's, Murphy USA, Circle K: US Convenience Retailer Market Dynamics
Circle K: US C-Store Asset Quality & Unit Growth
Allegro.eu SA - ALE
Allianz SE - ALV
Allianz Trade
Ally Bank
Alphabet Inc - GOOG
Cogent Communications: Hyperscalers' Dark Fiber Demand
Google Workspace: SMB to Enterprise Sales
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Google Workspace vs Microsoft 365
Tesla: Artificial Intelligence in Autonomous Driving
Spotify: Podcast Advertising Value Chain
Hyperscalers: Cloud TAM
Alpha Group International plc - ALPH
Alphawave IP Group plc - AWE
Alteryx Inc - AYX
Amazon.com Inc - AMZN
AWS Series: Kubernetes & The Portability Illusion
The History of x86, ARM, & Amazon's Graviton Processor
Lessons from Eight Years at Amazon, Inc.
Shein: Perspective of a Supplier
Amazon vs Temu: Business Model & Logistics
Snowflake, Synapse, and Redshift: Customer Angle
Amazon: Shipping Bulky Goods Through the FBA Network
Amazon Fulfilment Process
Douyin, PDD, Taobao, & JD: a Merchant Perspective
New Relic vs Datadog: Fight for Observability
Amazon Prime's Sports Rights Strategy
AMZN Retail & IP Company Learning Journeys
Cogent Communications: Hyperscalers' Dark Fiber Demand
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Amazon Web Services: EC2 Graviton Strategy
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
AWS: Long-Run and Normalised FCF Margin Estimates
SHEIN's Supply Chain: How it Works
Wayfair: Demand Forecasting
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
Wayfair: German Market Challenges
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
Shein vs Zara vs ASOS: A Supplier's Perspective
Amazon Europe: Logistics, Hiring and Leadership Principles
Amazon & Wayfair: Handling Large & Bulky Goods
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Amazon FBA & 3P Sales: A Seller's Perspective
Amazon Robotics: Sparrow & Warehouse Cost Efficiencies
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Endemic & Non-Endemic Ads
Amazon Retail: A Valuation Approach
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
Databricks, Snowflake, GCP, & Public Cloud Competition
Wayfair vs Amazon: A Supplier's Perspective
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
Wayfair: CastleGate & Online Furniture Logistics
Amazon Advertising: Decoupling from GMV
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
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
YouTube, Twitch, & Live-Video Monetisation
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Confluent, Amazon MSK, & Apache Kafka
Alteryx: Land and Expand
Overstock.com vs Wayfair: Product Flow through the Network
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Spotify Podcasting: Original Content Strategy
Amazon European Logistics Buildout
Spotify Podcast Ads: Monetising a Megaphone Show
HashiCorp: Sales & Marketing Strategy
Wayfair: Dropshipping Unit Flow
Amazon: Deconstructing the Retail P&L
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
AO World, Amazon & UK Online White Goods Competition
The Trade Desk: Publisher Programmatic Strategies
Amazon Web Services: Data Center Economics
Amazon Ads & The Retail Media Landscape
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Retail
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
SpaceX: Understanding Starlink
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon.com Structural Advantages vs Traditional Retail
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
Shein: Disrupting Fast Fashion
Wayfair CastleGate Economics: Supplier's Perspective
Amazon Advertising
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Amazon's Culture
Wayfair: CastleGate and Last Mile Delivery
Tesla: Artificial Intelligence in Autonomous Driving
Fedex Express: The Design & Evolution of a Delivery Network
Wayfair: CastleGate vs Drop Shipping Unit Flow
Amazon: How a Unit Flows through the Network & Unit Costs
Snowflake, Redshift, & AWS Partner Program
Hyperscalers: Cloud TAM
Amazon Web Services
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
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Amazon vs CDON, Allegro, & Bol.com
Amazon Web Services - AWS
Alphawave: Hyperscaler Customer Chip Development
Cogent Communications: Hyperscalers' Dark Fiber Demand
KX: A Customer's Perspective
Microsoft 365, Google Workspace & Selling through the Channel
Snowflake: Investment Trends & Cost Optimization
Snowflake: Pace Of Innovation & Next Growth Vectors
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Snowflake: IaaS vs PaaS & Analytics Budgets
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
Dynatrace: Sales Org & GTM Strategy
Snowflake & Databricks: Comparison, AI & Convergence of Offering
American Express Company - AXP
America’s Auto Auction
America’s Car-Mart Inc - CRMT
AMETEK Inc - AME
Amplifon S.p.A. - AMP
AmWINS Group
Analog Devices Inc - ADI
Angelalign Technology Inc - 6699
Antech Diagnostics
Anthem Inc - ANTM
A&O Johansen A/S
Aon plc - AON
AO World PLC - AO
AP Moeller - Maersk A/S - MAERSKB
Apollo Health
Appdynamics
AppFolio Inc - APPF
Apple Inc - AAPL
Alphawave: Hyperscaler Customer Chip Development
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Amazon Prime's Sports Rights Strategy
Spotify Podcasting: Megaphone, SPAN & Programmatic
Spotify Podcasting: Original Content Strategy
Jamf & Mobile Device Management Software: Partner Channel & Competition
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Applovin Corporation - APP
AptarGroup Inc - ATR
Aptiv Plc - APTV
Arch Capital Group Ltd - ACGL
Arch Insurance Group Inc
Argentex Group Plc - AGFX
Argo AI
Arhaus
Arko Corp - ARKO
Arrow Electronics Inc - ARW
Arthur J. Gallagher & Co. - AJG
Articore Group Limited - 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
Asana Inc - ASAN
Asbury Automotive Group Inc - ABG
Lithia Motors: Servicing Economics
Carvana: Evolution of the Inspection & Reconditioning Process
Investor Dialogue: Carvana vs CarMax
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
Tesla vs Toyota: Servicing & Repair
CarMax: How a Vehicle Flows through the Network
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
Asda - WMT
Ashtead Group PLC - AHT
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Sunbelt, United and Herc Rentals: Customer Perspective
Ashtead Investor Day 2024
Sunbelt Rentals: Pump & Power Specialty Equipment
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
Ashtead & Equipment Rental
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
EquipmentShare: T3 Platform & Branch Operations
United Rentals, Ahern, & Equipment Rental M&A
Sunbelt vs United: the Nature of Equipment Rental Competition
ASOS plc - ASC
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
ASOS Marketplace: Third-Party Brand Perspective
Shein: Disrupting Fast Fashion
Boohoo & UK Online Fashion
Zara & SHEIN Supply Chain Analysis
Assa Abloy AB - ASSA
Assicurazioni Generali S.p.A. - G
Associated British Foods plc - ABF
Aston Martin Lagonda Global Holdings plc - AML
Astrana Health Inc - ASTH
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Atlanticus Holdings Corporation
Atlas Copco Group - ATCO
Atlassian Corporation Plc - TEAM
Atlassian: Work Management Positioning & Monetizing Trello
Atlassian: Confluence Strategy & Competition
Smartsheet: Sales Strategy & Org Structure
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: Product-Market Fit Challenges
Atlassian & Cloud Migration: Partner Perspective
Monday.com: Comparison with Asana, Airtable and Jira
Atlassian: Reselling Jira and Confluence
Atlassian: Partner Ecosystem, Server Migration & ITSM
Monday.com: Partner Channel & Platform Usage Patterns
AT&T Inc - T
Audi AG - AUDI
Aurora
AUTO1 GROUP SE - AG1
Autodesk Inc - ADSK
Automation Anywhere
AutoNation Inc - AN
AUTOonline
Auto Trader Group plc - AUTO
AutoZone Inc - AZO
O'Reilly Auto Parts: Distribution Center Operations
O'Reilly Auto Parts: Customer Segments & Profit per Vehicle Type
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
O'Reilly vs Advance Auto Parts: Supply Chain Comparison
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
MONRO: EV Threat to US Auto Repair Shops
Avalara Inc - AVLR
Avalon Healthcare Solutions
Avid Technology Inc - AVID
AvidXchange Holdings Inc - AVDX
AXA SA - CSP
Ayla Networks
Azelis Group NV - AZE
Azenta Inc - AZTA
B
Bacardi
Baker Hughes Company - BKR
Balta Group - BALTA
Banking Circle Group
Barratt Developments plc - BDEV
Basic Fit N.V. - BFIT
Pure Gym vs The Gym Group
Basic-Fit, The Gym Group & Discount Gym Economics
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
ènergie Fitness Franchise vs UK Discount Gyms
Basic Fit France: Gym Market Challenges
The Gym Group, Basic Fit & Discount Gyms
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Bausch Health Companies Inc - BHC
Bayerische Motoren Werke AG - BMW
BayWa Aktiengesellschaft - BYW
BCA Marketplace
Beam Suntory - STBFY
Bechtle AG - BC8
Becle S.A.B. de C.V. - CUERVO
Fever Tree Australia: Positioning & Distribution Strategy
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
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Becton, Dickinson and Company - BDX
Bed Bath & Beyond Inc - BBBY
Beezy
Bellway p.l.c - BWY
Belron
Bergman & Beving - BERG
Bergman & Beving: The Original Serial Acquirer
Lifco AB: Dental Division History and Org Structure
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Bergman & Beving: Lagercrantz 2.0?
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Halma: Sector M&A Team Incentives
Halma: Managing & Scaling Gas & Water Testing Divisions
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Storskogen Group: M&A Strategy & Challenges
SDI Group: Challenges and Risks in the Acquirer Model
Bergman & Beving, Luna, & Nordic Tools Distribution
Serial Acquirers
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Berkshire Hathaway Inc - BRK.B
Berkshire Hathaway Specialty Insurance - BHSI
Beyond Inc - BYON
Big Yellow Group Plc - BYG
Bikeleasing-Service GmbH & Co. KG
BILL.com Holdings - BILL
BioLife Solutions Inc - BLFS
bioMérieux S.A - BIM
Bio-Rad Laboratories Inc - BIO
BJ’s Wholesale Club Holdings Inc - BJ
Blue Prism Group plc - PRSM
BM Technologies Inc - BMTX
BOC Aviation Limited - 2588
Boehringer Ingelheim
Boeing Distribution Services
Bolloré SE - BOL
boohoo group plc - BOO
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
The Evolution of Buying and Merchandising Functions in Mid-Market Fashion Retail
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Shein: Disrupting Fast Fashion
Boohoo & UK Online Fashion
Zara & SHEIN Supply Chain Analysis
Booking Holdings Inc - BKNG
Boozt - BOOZT
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Boozt, Zalando, & Nordic Online Fashion
Boozt Assortment and Strategic Positioning
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Bosch Limited - BOSCHLTD
Bose Corporation
Boyd Autobody & Glass
Boyd Corp
Bravida Holding AB - BRAV
Brenntag SE - BNR
BrightSpring Health Services Inc - BTSG
Bristol-Myers Squibb Company - BMY
British American Tobacco p.l.c. - BATS
Brockhaus Technologies AG
Brookfield Asset Management Ltd - BAM
Brookfield Renewable Partners L.P. - BEP
Brown & Brown Inc - BRO
Kinsale Capital: A Wholesale Broker's Perspective
Ryan Specialty & the Wholesale Brokerage Business
Brown & Brown, Orchid Insurance & MGA Economics
Brown & Brown: Mid-Market Broking
Ryan Specialty & The Wholesale Insurance Broking Market Structure
Brown & Brown Insurance: Competition & Culture
Brown & Brown: Retail Broking & Producer Compensation
Markel vs Kinsale: Broking E&S Lines
Brown-Forman Corporation - BF.B
Bruker Corporation - BRKR
Brunello Cucinelli S.p.A. - BC
Bunzl plc - BNZL
Bupa
Burford Capital Limited - BUR
Burford Capital & Litigation Finance
Burford Capital Valuation Framework
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: Law Firm and Funder Relationship
Burford Capital: Pioneering Litigation Finance
Burford Capital, Elliott Management & Collecting vs Argentina
Manolete Partners & Insolvency Litigation Finance
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Burford Capital: Law Firm Survey
Omni Bridgeway: Leading Litigation Finance
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Burford Capital: Moat, Insurance Risks, Sysco, YPF
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital & Litigation Case Origination
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Burford Capital & YPF Risk-Reward
Burford Capital: A History of Petersen & the YPF-related Assets
Bench Walk, PACCAR Judgment, & Litigation Finance
Burford H1 22 Results: Duration and Cash Income Reconciliation
Litigation Funding: In-House Counsel Perspective
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Burford Capital Limited
BusinessBike GmbH
BYD Company Limited - 1211
Inchcape: EU Auto Retail Distribution Dynamics
Inchcape: Growth Opportunities
Tesla: Manufacturing Process Advantage
Tesla vs Toyota: Servicing & Repair
Inchcape: Distribution for Chinese OEMs
Safelite & US Auto Glass Repair: Relationships with Insurers
Tesla: Servicing & Auto Parts Operations
Inchcape: Automotive OEM-Distributor Dynamics
ByteDance
C
Cable One Inc - CABO
Cadence
Caffé Nero
CalAmp Corp - CAMP
Caliber Collision
Campbell Soup Company - CPB
Capital One Financial Corporation - COF
Capri Holdings Limited - CPRI
car2go
Cardlytics Inc - CDLX
Care England
Carl Zeiss Meditec AG - AFX
CarMax Inc - KMX
Carvana: Evolution of the Inspection & Reconditioning Process
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Copart: Accident Rates & Auto Repair Diagnostics
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
Carvana vs CarMax: Comparing Operating Models
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
ACV Auctions
Carvana Operations: Vehicle Flow through the Network
ADESA, Manheim, & US Wholesale Auto Auctions
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Carvana: Post-COVID Challenges
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
Carrier
Carrier Global Corporation - CARR
CARTV
Carvana Co - CVNA
Auto1 Group & European Online Auto Retail
Carvana: Evolution of the Inspection & Reconditioning Process
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
Carvana: Finance GPU Challenges and Potential Solutions
Carvana, ADESA, ACV, & Wholesale Auto Auctions
Vroom: Operational Challenges to Scale
Carvana Finance GPU Analysis
Investor Dialogue: Carvana vs CarMax
CarMax: Omni-channel Strategy
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
Wayfair CastleGate, Amazon, & FBA vs FBW
ACV Auctions: Operating Model
Carvana vs CarMax: Comparing Operating Models
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
AerCap, Aircraft Leasing, & Auto Dealer Business Models
CarMax: Competing with Carvana
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
ACV Auctions
Carvana Operations: Vehicle Flow through the Network
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana, ADESA, & US Auto Wholesale Auction Market
Carvana: Post-COVID Challenges
Carvana's Finance GPU and Gain-on-Loan Sale
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Investor Dialogue: Carvana Liquidity & Finance GPU
Carvana, America's Car-Mart, & Auto Subprime Financing
Carvana Operations: Reconditioning, Trade-ins, & Last-Mile Delivery
CASE Construction Equipment
Casella Waste Systems Inc - CWST
Casey's
Casey's General Stores Inc - CASY
Casper Sleep Inc - CSPR
Caterpillar Inc - CAT
Cazoo Group Ltd - CZOO
CCC Intelligent Solutions Holdings Inc - CCCS
CDON - CDON
Centene Corporation
Century Communities Inc - CCS
Centurylink Inc - CTL
CFAO
CHAdeMO
Champion Aerospace Inc
Changan Automobile
ChargePoint Holdings Inc - CHPT
Charles River Laboratories International Inc - CRL
Charter Communications Inc - CHTR
Checkout.com
Check Point Software Technologies Ltd - CHKP
Chewy Inc - CHWY
Chime
Chipotle Mexican Grill Inc - CMG
C. H. Robinson Worldwide Inc - CHRW
Chromalloy
Chronosphere
Cimpress plc - CMPR
Cisco Systems Inc - CSCO
Clarivate Plc - CLVT
Clear Lane Freight Systems - CLFS
ClickHouse
ClickUp
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: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Cogent Communications, Microsoft, & Dark Fiber Networks
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Cogent Communications & Global ISP Competition
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Cogent: Sprint Wireline Network Acquisition Analysis
Cogent Communications: Architecting A Cable Network
Cognizant Technology Solutions Corporation - CTSH
Comcast Corporation - CMCSA
Comfort Systems USA Inc - FIX
Compagnie Financiere Richemont SA
Compagnie Générale des Établissements Michelin Société en commandite par actions - ML
COMPANY BIKE SOLUTIONS GMBH
Comstock Resources Inc - CRK
Confluent Inc - CFLT
Constellation Brands Inc - STZ
Constellation Software Inc - CSU
Topicus: M&A Strategy & Growth Runway
Constellation Software
Roper Technologies: iPipeline Acquisition & Insurance VMS
Visma Software: History, Operating Philosophy, & Retail Divestment
Investor Dialogue: Valuing Constellation Software & Lumine Spin
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
Topicus: History, Culture, and Organic Growth Techniques
Lifco vs Halma: Org Structure & Opco Incentives
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Constellation Software Competitive Risks
Serial Acquirers: Purchase Price Accounting
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software: M&A Best Practices
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Acquisition Analysis
Constellation Software: Altera Analysis
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Roper Technologies: Frontline Education Acquisition
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Vitec Software: History, Culture, & Operating Strategy
Halma, Danaher, CSU & Serial Acquirer Org Structures
Constellation Software: 5 Key Operational Metrics
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Vitec Software: ABS Laundry Acquisition
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Lumine Group: Nokia's Device and Service Management Acquisition
Constellation Software: Culture & M&A
Topicus, Transdigm and Value-Based Pricing
Topicus Healthcare: Organic Growth Case Study
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Visma: Oima Acquisition Case Study
Topicus, PharmaPartners, & VMS Value-Based Pricing
Judges Scientific, Geotek, & GDS Instruments
Topicus vs TSS: Culture and Organic Growth
Constellation Software, Jonas, & Portfolio Management
Investor Dialogue: Constellation Software
Serial Acquirers
M&A and Purchase Price Accounting
Constellation Software: Operating KPIs
Constellation Software: A Competitive Analysis
Constellation Software, Allscripts, & CSU 2.0
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
Contemporary Amperex Technology Co Limited - 300750
Continental AG - CON
ControlExpert GmbH
ConvenientMD Urgent Care & Walk-In Clinic
Cooper Equipment Rentals
Copart Inc - CPRT
Copart: Accident Rates & Auto Repair Diagnostics
Copart: New Market Expansion Process & Challenges
Pricing Auto Insurance Policies
Copart: Salvage Yard Operations
Copart Germany: A New Salvage Auction Model
The Auto Insurance Claims Process
Copart: Running a Salvage Yard
ACV Auctions
Copart: International Growth Opportunities
Carvana, KAR Auction, & The Used Car Ecosystem
LKQ & US Auto Recycling: Salvage Operations
IAA, Copart, & Salvage Auctions
Copart: Dynamics of the German Market
Investor Dialogue: Copart
US Auto Insurance: ADAS Impact on Pricing
US Franchise Auto Dealers: Shifting Omnichannel
Copart: UK, Germany, Finland, & India Market Opportunity
Core & Main Inc - CNM
CoreWeave
CoStar Group Inc - CSGP
Costco Wholesale Corporation - COST
Costco UK & Europe: History, Economics, and Store Opportunity
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 Taiwan & Korea Market & Growth Opportunity
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 UK & Europe Store Opportunity
Costco Wholesale
Amazon.com Structural Advantages vs Traditional Retail
Costco Australia & China Growth
Costco: The Executive Membership, Gas Stations, & Selling Popchips into Costco
Costco: Culture & Operating Principles at Costco Canada
Costco's Changing Philosophy
Costco: Multi-Vendor Mailers & Merchandise Margins
Coty Inc - COTY
Countryside Partnerships PLC - CSP
Countryside Properties PLC - CSPC
Cox Automotive
CRC Insurance
Credit Acceptance Corporation - CACC
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Credit Acceptance: Loan Volume Growth
Credit Acceptance: CAPS vs DealerCenter Loan Application Workflow
Credit Acceptance: Hurdles to Loan Volume Growth
Credit Acceptance: Dealer Survey
Food Delivery Wars and Credit Acceptance's Underwriting Moat
Credit Acceptance Corporation: Educating Dealers
Credit Acceptance
Credit Acceptance: CAPS Workflow Challenges
Credit Acceptance vs Westlake Loan Economics
Credit Acceptance, CAPS, & New York Litigation
CACC vs Westlake: Loan Origination Process
Credit One
Cruise
CSL Limited - CSL
Cullen/Frost Bankers Inc - CFR
CVS Group plc - CVSG
CVS Health Corporation - CVS
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
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
D2L Inc - DTOL
Daikin
Daily Journal Corporation - DJCO
Danaher Corporation - DHR
Danaher Business System: Hach Sales Team Case Study
Pall, Cytiva & the Bioprocessing Manufacturing Process
bioMérieux: The BioFire Platform
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Lifco vs Halma: Org Structure & Opco Incentives
Top 10 Interviews in 2021, Danaher, and In Practise in 2022
Danaher's Culture, Pall Industrial, & Deploying DBS
AMETEK: Post-Acquisition Operations & Kaizen
Halma, Danaher, CSU & Serial Acquirer Org Structures
Waters Corporation: Product Innovation, Support Services & Switching Cost
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
The Danaher Business System Mindset
Danaher: Implementing DBS in the Sales Process
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: Kaizen Case Study at Pall
Danaher, Beckman Coulter, & The DBS Machine
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher Business System: Batch to One Piece Flow Manufacturing
Danaher & Sartorius: Promising Yield
Serial Acquirers
M&A and Purchase Price Accounting
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Danone S.A. - DN
Databricks
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
Snowflake: IaaS vs PaaS & Analytics Budgets
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Databricks: Melting the SNOW
Datadog Inc - DDOG
Selling Microsoft Office 365 Commercial
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
New Relic vs Datadog: Fight for Observability
Datadog, AppDynamics, & Observability Products
ServiceNow: Customer Maturity, New Products & Value Realization
Datadog, Open Telemetry, & A History of Observability
ServiceNow: Competing with Jira & Datadog
Elastic Positioning & Growth Strategies
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Dynatrace: Datadog, User Personas & Switching Costs
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Dynatrace: Sales Org & GTM Strategy
Dynatrace: APAC Observability SaaS Market Dynamics
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Dataproces Group - DATA
DB Schenker
Debenhams
Deliveroo plc - 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 Inc - DAL
Demant - DEMANT
dentalcorp Holdings Ltd - DNTL.TO
Deutsche Lufthansa AG - LHA
Deutsche Post AG - DPW
Deutsche Telekom AG - DTE
Dext
Diageo plc - DGE
Fever Tree Australia: Positioning & Distribution Strategy
Becle: Agave Price Trends, CRT Inventory & Possible Remedies
Diageo, Fever Tree, Naked Wines & A History of US Alcohol Distribution
A History of US Wine & Spirits Distribution
Becle: CRT Inventory Accuracy, Pricing Dynamics & Local Ecosystem
Diageo & Brand Innovation
Becle: Tequila Agave Pricing, Supply & Demand Dynamics
Premium Spirits: US On/Off-Premise Distribution
DiaSorin S.p.A. - DIA
DiDi
D'Ieteren Group SA - DIE
Digimarc Corporation - DMRC
Dino Polska S.A. - DNP
Dino Polska: Growth Runway & Competition
Dino Polska, Tesco, and Polish Food Retail
Dino Polska & the Polish Grocery Market
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Dino Polska: Evolution of the Polish Competitive Landscape
Dino Polska vs Biedronka: Fresh Meat
Dino Polska: Challenges to Replicate the Model
Diploma PLC - DPLM
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
IP Podcast: Diploma PLC
Serial Acquirers: Purchase Price Accounting
Diploma PLC: Windy City Wire
Diploma PLC & Value-Added Distribution
Essentra PLC
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Serial Acquirers
M&A and Purchase Price Accounting
Essentra Components History and Business Quality
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Discovery Inc - DISCA
Diversey Holdings Ltd - DSEY
Dollar Tree Inc - DLTR
Domino's Pizza Enterprises Limited - DMP
Domino’s Pizza Inc - DPZ
Domino's Pizza Poland & the Polish Pizza Delivery Market
Domino's Pizza: Fortressing a Market
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
Discount Gyms, Domino’s, & Hotelling’s Location Model
Domino's Pizza: US vs UK Franchising
Pizza Hut & The Indian Pizza Market
Domino's Pizza: 5,000+ Store Opportunity in China
Online Food Delivery: A Restaurant's Perspective
DoorDash Inc - DASH
Dopper
Double Dutch Drinks
Douglas AG - DOU
DP Poland
DraftKings Inc - DKNG
D.R. Horton Inc - DHI
Driven Brands Holdings Inc - DRVN
Druid
Duck Creek Technologies Inc - DCT
DXC Technology Company - DXC
Dynapower Company, LLC
Dynatrace Inc - DT
Datadog, AppDynamics, & Observability Products
ServiceNow: Customer Maturity, New Products & Value Realization
Datadog, Open Telemetry, & A History of Observability
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Dynatrace: Datadog, User Personas & Switching Costs
Dynatrace: Sales Org & GTM Strategy
Dynatrace: APAC Observability SaaS Market Dynamics
E
Eastman Chemical Company - EMN
Eaton Corporation plc - ETN
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
Boeing Propulsion: OE and Aftermarket Strategies
TransDigm Group Podcast
eBay Inc - EBAY
Ebgo Electric Bikes
Ebury
EDGE Pipeline
Elanders - ELAN
Elastic N.V. - ESTC
Electrify America
Electronic Arts Inc - EA
Elevance Health Inc - ELV
Privia Health: Athena Integration & Payer Rate Negotiations
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Embrace Pet Insurance
Embracer Group AB - EMBRAC
EMI Group - SNE
e-motion experts GmbH
Enghouse Systems Ltd - ENGH
Enphase Energy Inc - ENPH
Entain plc - ENT
enviolo
Envista Holdings Corporation - NVST
EPAM Systems Inc - EPAM
Epic Games
Epiroc - EPI
EQS Group AG - EQS
Equals Group
Equinix Inc - EQIX
EquipmentShare
Sunbelt, United and Herc Rentals: Customer Perspective
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
EquipmentShare: T3 Platform & Branch Operations
Essensys
Essentra plc - ESNT
EssilorLuxottica Société anonyme - EL
ESTERLINE TECHNOLOGIES - ESL
Etihad Airways
ETL Global
Etsy Inc - ETSY
Eurocash S.A. - EUR
Eurofins Scientific SE - ERF
European Central Bank - ECB
EVgo Inc - EVGO
EVI Industries Inc - EVI
Evolent Health Inc - EVH
Evolution - EVO
Investor Dialogue: Evolution Gaming Short Report
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming & Unregulated Asian Gaming Markets
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming: A SE Asia Operator Perspective
Evolution Gaming, Kambi, & US Gaming Regulation
Evolution Gaming vs Pragmatic Play
Evolution Gaming: B2B Aggregators and Regulatory Outlook
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming's Asia and Crypto Risk
Evolution Gaming: US Competition
Evolution Gaming: Game Development Process
Evolution Gaming: Crypto Player Behaviour & Payments Flow
Evolution Gaming: Europe vs Asian Live Casino Distribution
Evolution Gaming: US Regulatory Environment
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Asian B2B Landscape
Investor Dialogue: Evolution Gaming & Live Casino Competition
Building an Online Live Casino Offering
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Ezugi, Evolution Gaming, & LATAM Live Casino
Evolution Gaming, NetEnt, & Online Gaming Regulation & Tax Outlook
Evotec SE - EVT
Expedia Group Inc - EXPE
Expeditors International of Washington Inc - EXPD
eXp World Holdings Inc - EXPI
F
FanDuel - FLTR
Farfetch Limited - FTCH
Fastenal Company - FAST
Fastpayhotels
Faurecia - EO
FDM Group (Holdings) plc - FDM
FD Technologies plc - GYQ
FedEx Corporation - FDX
Fedex Freight, Old Dominion, & US LTL Trucking
Choosing LTL Carriers: A Customer's Perspective
Amazon Logistics: US Network Buildout & Rationalization
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Old Dominion Freight Line: National Account Management & Expedite Services
Amazon, Fedex, & Shopify Fulfilment: Advantages of Multi-Wave Dispatch
Fedex Express: The Design & Evolution of a Delivery Network
Amazon: How a Unit Flows through the Network & Unit Costs
Feelunique - LVMH
Ferguson plc - FERG
Core & Main & Waterworks Distribution: A Supplier's Perspective
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Ferguson vs Watsco: HVAC Distribution
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Ferguson: Waterworks and Plumbing Distribution
Ferrari N.V - RACE
Fetch Pet Insurance
Fevertree Drinks PLC - FEVR
Fever Tree: Sourcing, Bottling, & Demand Planning
Fever Tree Australia: Positioning & Distribution Strategy
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: US History and Opportunity
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 Aktiengesellschaft - FIE
First Brands Group, LLC
Fitness Park
Five Below Inc - FIVE
Fiverr International Ltd - FVRR
Fix Auto World
Fluence Energy Inc - FLNC
Flutter Entertainment plc - FLTR
Flybe
Ford Motor Company - F
Fortinet Inc - FTNT
Fortive Corporation - FTV
Four Seasons Health Care
Foxtons Group plc - FOXT
FranklinWH
Frontdoor Inc - FTDR
FTAI Aviation Ltd - FTAI
Fursure
G
GameStop Corp - GME
Games Workshop Group PLC - GAW
GAN Limited - GAN
Gartner Inc - IT
Geely
GEICO
Generac Holdings Inc - GNRC
General Electric Company - GE
General Motors Company - GM
Genesis Finance
Genie
Gerber Collision & Glass
Gerresheimer AG - GXI
Getaround
Getir
GET Thailand
GetYourGuide
GFL Environmental Inc - GFL
GitLab Inc - GTLB
Givaudan SA - GIVN
GLG - GLG
Global-E Online Ltd - GLBE
Global Fashion Group S.A. - GFG
Global Payments Inc - GPN
Glovo
GN Store Nord - GN
GoDaddy Inc - GDDY
goeasy Ltd - GSY
Go-Jek
Goodfood Market Corp - FOOD
Goodman Jones
Google - GOOG
Selling Microsoft Office 365 Commercial
Alphawave: Hyperscaler Customer Chip Development
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
Microsoft 365, Google Workspace & Selling through the Channel
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
Amazon Advertising: Decoupling from GMV
AWS: Running a Hyperscale Data Center
Just Eat: Lessons from Scaling an Online Marketplace
AWS: Containers, Kubernetes, & EC2 Stickiness
YouTube, Twitch, & Live-Video Monetisation
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
Snowflake Positioning vs AWS, GCP, Azure
Yelp: Local SMB Model
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Snowflake: IaaS vs PaaS & Analytics Budgets
Microsoft Teams: Product Evolution, Strategy & Competition
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
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
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
Yelp: From SMB to Enterprise Clients
Pinterest Positioning, Attribution & IDFA
Amazon Advertising
Booking Holdings: Travel SEO and SEM Travel
Google Workspace vs Microsoft 365
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Spotify: Podcast Advertising Value Chain
Google: Selling Display Advertising
Hyperscalers: Cloud TAM
Google Stadia: Challenges Scaling a Cloud Gaming Service
Amazon Web Services
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Yelp vs Google: SMB Ad Agency Perspective
Gorillas
Goyard
Grab Holdings Limited - GRAB
Grafana Labs - GRAFANALABS
GRAIL
Grainger plc - GRI
Greatview Aseptic Packaging Company Ltd - HKG0468
Great Wall Motor Company Limited - 2333
Gree Electric
Green Mountain Power
Greentech Renewables
Grenke AG - GLJ
Grifols SA - GRF
Grubhub Inc. - GRUB
Guidewire Software Inc - GWRE
H
Hagerty Inc - 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
Haibike
Halma plc - HLMA
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Serial Acquirers: Purchase Price Accounting
Bergman & Beving: Lagercrantz 2.0?
Halma, Danaher, CSU & Serial Acquirer Org Structures
Halma: 1998-2005 Case Study
Halma, Crowcon Detection Instruments, & HLMA Process Safety Sector
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Halma, Avire, & History of the Elevator Sensor Market
Halma: Sector M&A Team Incentives
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: Managing & Scaling Gas & Water Testing Divisions
Diploma PLC: Leadership and M&A from Bruce to Johnny
Halma: BEA Sensors Group
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Röko: Sector-Agnostic vs Sector Focused Acquirers
Storskogen Group: M&A Strategy & Challenges
Halma, Kirk Key, & HLMA Organisational Structure
Judges Scientific, Geotek, & GDS Instruments
SDI Group: Challenges and Risks in the Acquirer Model
AMETEK: Culture & M&A Philosophy
Serial Acquirers
Halma: Driving Organic Growth and Innovation
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
HashiCorp Inc - HCP
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
HashiCorp: License Change & Leadership
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
HashiCorp: Sales & Marketing Strategy
HashiCorp: From Open-Source To Enterprise
HashiCorp: Terraform Open-Source to Paid
Havas Media Group
Haverty Furniture Companies Inc - HVT
HCA Healthcare Inc - HCA
Healthy Paws Pet Insurance & Foundation
H&E Equipment Services Inc - HEES
HEICO Corporation - HEI
Loar Group: Portfolio Quality
HEICO: Flight Support Group
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: MRO Synergies
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Serial Acquirers: Purchase Price Accounting
AmSafe, HEICO, & Aerospace Aftermarket Distribution
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Loar Group: Applied Engineering
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
HEICO & the Value of Vertical Integration
ADPma: Manufacturing & Selling PMA Aerospace Parts
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
HEICO: Airline MRO Customer Perspective
TransDigm: Boeing vs OEM Supplier Bargaining Power
HEICO, Transdigm, & PMA Parts
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Safran: CFM56 & LEAP MRO
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Loar Group: SCHROTH vs AmSafe Seat Belts
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Loar Group: Pacific Piston Ring Company
Serial Acquirers
Safran & CFM56 Engine Overhaul
HEICO / Wencor
TransDigm Group Podcast
HEICO vs Wencor: PMA and MRO
Investor Dialogue: HEICO, Transdigm, & Terminal Values
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Boeing, TransDigm, & a History of Aftermarket Distribution
HelloFresh SE - HFG
Herc Rentals
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Sunbelt, United and Herc Rentals: Customer Perspective
Ashtead Investor Day 2024
Sunbelt Rentals: Pump & Power Specialty Equipment
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
EquipmentShare: T3 Platform & Branch Operations
Sunbelt vs United: the Nature of Equipment Rental Competition
Hermes International SCA - HRMS
Hermes Investment Management
Hertz Global Holdings Inc - HTZ
Hesai Technology
Hilton Grand Vacations Inc - HGV
Hilton Worldwide Holdings Inc - HLT
Hipgnosis Songs Fund Ltd - SONG
H & M Hennes & Mauritz AB - HMB
Honeywell International Inc - HON
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
Loar Group: Applied Engineering
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition
HEICO: Wencor Acquisition Synergies and Analysis
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Loar Group: Pacific Piston Ring Company
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
Howden Joinery Group Plc - HWDN
Howdens Joinery: France History & Growth Opportunity
Howden Kitchens, Independent Retailers, & EU Kitchen Market Structure
Competing with Howdens Joinery
Howdens: UK Kitchen Demand and Supply
Howden Joinery, Wren Kitchens, and HWDN in France
Howden Joinery: Netherlands History & EU Growth Opportunity
Wren Kitchens, Howden Joinery, & the UK Kitchen Market Structure
Howden Joinery
HubSpot Inc - HUBS
Humana Inc - HUM
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Hurricane Electric
I
IAA Inc - IAA
Iberostar Group
IDEXX Laboratories Inc - IDXX
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
Idexx Laboratories: In-house vs Reference Labs for Independent Practices
Pets At Home: Vet Practice Operations, Medication & Diagnostics
Pets At Home: CMA Investigation & UK Vet Practices
IDOX plc - IDOX
iFIT
Illumina Inc - ILMN
IMCD N.V. - IMCD
Imply
Inchcape plc - INCH
Industria de Diseño Textil S.A. - ITX
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Mango and Sustainable Fashion Sourcing Strategies
Zara & SHEIN Supply Chain Analysis
Indutrade - INDT
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Indutrade: Unsuccessful Acquisition Case Study
Röko: Building a Leading Serial Acquirer
Halma: Sector M&A Team Incentives
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Storskogen Group: M&A Strategy & Challenges
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Infineon Technologies AG - IFX
InfluxDB
Informa plc - INF
Ingersoll Rand Inc - IR
InPost S.A. - INPST
Instacart
Instalco - INSTAL
Instructure Holdings Inc - INST
Integrated Healthcare Association
Intel Corporation - INTC
Inter IKEA Holding B.V. - IKEA
International Paper Company - IP
International Programs Group (IPG)
Intuit Inc - INTU
Intuitive Surgical Inc - ISRG
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Training Surgeons on the Da Vinci
Intuitive Surgical: Selling $2m da Vinci Robots
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical vs Laparoscopy Cost and Sales Process
IQVIA Holdings Inc - IQV
Evotec: Business Model, Sales Process & Org Structure
Veeva Systems, IQVIA, & the Pharma Sales Flow
IQVIA OCE vs VEEVA: a Partner Perspective
Clarivate: Management, M&A, & the One Clarivate Strategy
Veeva Align, Link, and OpenData vs IQVIA OneKey
Medpace, IQVIA, & Benefits of Scale in Biotech CRO
Veeva Compass and OpenData vs IQVIA
Medpace: Culture, Org Structure & Business Development
Ituran Location and Control Ltd - ITRN
J
Jaguar Land Rover
James Hardie Industries plc - JHX
James River Group Holdings, Ltd. - JRVR
Jamf Holding Corp - JAMF
JD.com Inc - JD
Jerónimo Martins SGPS S.A. - JMT
Dino Polska, Tesco, and Polish Food Retail
Dino Polska & the Polish Grocery Market
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
Dino Polska: Evolution of the Polish Competitive Landscape
Casey's, Murphy USA, Circle K: US Convenience Retailer Market Dynamics
Dino Polska vs Biedronka: Fresh Meat
Dino Polska: Challenges to Replicate the Model
Jiffy Lube
JLG Industries
JobRad
Johns Lyng Group Ltd - JLG
Johnson & Johnson - JNJ
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Training Surgeons on the Da Vinci
Alcon & Global Contact Lenses Competition
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Alcon AG: Competitive Dynamics in Eye Surgery
J Sainsbury plc - SBRY
Jubilant FoodWorks Limited - JUBLFOOD
Judges Scientific plc - JDG
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Judges Scientific: GDS Instruments
Oxford Cryosystems: Selling to Judges Scientific PLC
Bergman & Beving: Lagercrantz 2.0?
Investor Dialogue: Judges Scientific
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Halma: Sector M&A Team Incentives
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: Managing & Scaling Gas & Water Testing Divisions
Röko: Sector-Agnostic vs Sector Focused Acquirers
Storskogen Group: M&A Strategy & Challenges
Judges Scientific, Geotek, & GDS Instruments
SDI Group: Challenges and Risks in the Acquirer Model
AMETEK: Culture & M&A Philosophy
M&A and Purchase Price Accounting
Company Profile: Judges Scientific PLC
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Just Eat Takeaway.com N.V. - 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
Kam Lung Motor Group
Kantox
KB Home - KBH
Kelly Partners Group Holdings Limited - KPG
Kelly Partners Group: New Ventures, Operating Structure & Management
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
Kelly Partners Group: A Selling Partner's Perspective
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 SA - KER
Moncler, Hermès, & Scaling Luxury Brands
Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison
Salvatore Ferragamo & Luxury Retail Unit Economics
Bottega Veneta: Luxury Brand Building
Versace: Impact of Capri Holdings
Online Luxury Fashion: Marketplaces vs Retailers
Brunello Cucinelli, Loro Piana & Luxury Cashmere
Keywords Studios plc - KWS
Kinsale Capital Group Inc - KNSL
Knight-Swift Transportation Holdings Inc - KNX
KOI Auto Parts
KONE - KNEBV
Kuehne + Nagel International AG - KNIN
KX
L
Laboratory Corporation of America Holdings - LH
ladyinlondon.com
Lagercrantz Group - LAGR
Bergman & Beving: The Original Serial Acquirer
Lifco AB: Dental Division History and Org Structure
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Halma: Sector M&A Team Incentives
Halma: Managing & Scaling Gas & Water Testing Divisions
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Storskogen Group: M&A Strategy & Challenges
SDI Group: Challenges and Risks in the Acquirer Model
Serial Acquirers
M&A and Purchase Price Accounting
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
L'Air Liquide S.A. - AI
Lambda Labs
Landoll
LAWSON PRODUCTS INC - LAWS
LCM
Lear Corporation - LEA
Lease a Bike
Lectra SA - LSS
Lemonade Inc - LMND
Lennar Corporation - LEN
Lennox International Inc - LII
Leslie's Inc - LESL
LEVEL 3 COMMUNICATIONS - LVLT
LG
LG Chem Power Inc
LGI Homes Inc - LGHI
Liberty Global plc - LBTYA
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
Dino Polska & Polish Grocery: Navigating A Deflationary Environment
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
Dino Polska: Challenges to Replicate the Model
Lifco - LIFCO
Lifco AB: Dental Division History and Org Structure
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Addtech & B2B Industrial Distribution
Addtech: Managing a BU, M&A Funnel & Incentives
Lifco vs Halma: Org Structure & Opco Incentives
Serial Acquirers: Purchase Price Accounting
Bergman & Beving
Bergman & Beving: Lagercrantz 2.0?
Halma: 1998-2005 Case Study
Indutrade: Unsuccessful Acquisition Case Study
Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A
Röko: Building a Leading Serial Acquirer
Halma: Sector M&A Team Incentives
Bergman & Beving: Spin-offs, Value Chain & New Management
Diploma PLC: Leadership and M&A from Bruce to Johnny
Röko: Sector-Agnostic vs Sector Focused Acquirers
Lifco AB and Ahlberg Cameras: Portfolio Company and Post-Acquisition Review
Storskogen Group: M&A Strategy & Challenges
SDI Group: Challenges and Risks in the Acquirer Model
Serial Acquirers
M&A and Purchase Price Accounting
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Linde plc - LIN
Lithia Motors Inc - LAD
Lithia Motors: Servicing Economics
Carvana: Evolution of the Inspection & Reconditioning Process
Lithia, Asbury & Franchise Auto Dealers: Servicing ICE vs Electric Vehicles
Tesla vs Toyota: Servicing & Repair
CarMax: How a Vehicle Flows through the Network
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
MONRO: EV Threat to US Auto Repair Shops
LiveChat Software - WSELVC
Livechat Software: Customer Angle
LiveChat Software: Competitor Perspective
LiveChat / Text: Mid-Market Entry & Building A Sales Team
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
LiveChat Software: A Partner Perspective
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
LiveTiles Limited - LVT
LKQ Corporation - LKQ
Loar Holdings Inc - LOAR
Lockheed Martin Corporation - LMT
Lonza Group AG - LONN
L'Oréal SA - OR
Loro Piana
Louisiana-Pacific Corporation - LPX
Lowe’s Companies Inc - LOW
Lucid Motors
LumApps
Lumen Technologies Inc - LUMN
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Cogent Communications, Microsoft, & Dark Fiber Networks
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Cogent: Sprint Wireline Network Acquisition Analysis
Cogent Communications: Architecting A Cable Network
Lumine Group Inc - LMN
Constellation Software
Roper Technologies: iPipeline Acquisition & Insurance VMS
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Analysis
Constellation Software: 5 Key Operational Metrics
Lumine Group: Nokia's Device and Service Management Acquisition
Topicus Healthcare: Organic Growth Case Study
Constellation Software: Operating KPIs
LVMH Moët Hennessy - Louis Vuitton, Société Européenne - MC
Feelunique, Adore Beauty, & Beauty as an Online Category
Estee Lauder: Beauty Innovation
Moncler, Hermès, & Scaling Luxury Brands
Belmond: Creating Extraordinary Experiences
Loro Piana: Ownership Under LVMH & Brunello Cucinelli Comparison
Salvatore Ferragamo & Luxury Retail Unit Economics
Bottega Veneta: Luxury Brand Building
YOOX-NET-A-PORTER & Online Luxury Distribution Models
Versace: Impact of Capri Holdings
Brunello Cucinelli: Philosophy, Customer Profile & Growth
Online Luxury Fashion: Marketplaces vs Retailers
Brunello Cucinelli, Loro Piana & Luxury Cashmere
RIMOWA & Luxury Retail Distribution
Watches of Switzerland: Rolex / Bucherer Acquisition & US Expansion
Lyft Inc - LYFT
M
Macy’s Inc - M
Made.com - MADE
Magnite Inc - MGNI
Tremor International: SSP & DSP Vertical Integration
Amazon Ads, Google DoubleClick & the Ad Tech Value Chain
The Trade Desk: Publisher Programmatic Strategies
Tremor International Growth Opportunities and Challenges
The Trade Desk & The CTV Industry Structure
The Connected TV Advertising Value Chain
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Mainfreight Limited - MFT
Mainfreight: Understanding the Air & Ocean Division
XPO Logistics & US LTL: Scaling via M&A
Choosing LTL Carriers: A Customer's Perspective
Mainfreight Australia History and Turnaround
Mainfreight vs Old Dominion: US LTL Comparison
Less-Than-Truckload US Market: Agency Model
Mainfreight: Warehouse Network Structure and Design
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
US LTL: A Non-Asset-Based Network Structure
Malibu Boats Inc - MBUU
Mango
Manheim
ACV Auctions Competitive Advantage & Threats
Copart: New Market Expansion Process & Challenges
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
ACV Auctions: Operating Model
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
America's Auto Auction, ADESA, Manheim, & US Wholesale Auctions
Manolete Partners Plc - MANO
ManpowerGroup Inc - MAN
ManyPets
Maravai LifeSciences Holdings Inc - MRVI
MarineMax Inc - HZO
Markel Group Inc - MKL
Markel Reinsurance: Alterra Capital Case Study
Hagerty International: UK Classic Car Insurance
Kinsale Capital: Competitive Advantage
Kinsale Capital: A Wholesale Broker's Perspective
Brown & Brown, Orchid Insurance & MGA Economics
Markel Food Group
Markel vs Kinsale: Broking E&S Lines
Markel: State National & Program Services
Markel Reinsurance: Public Entity Book
Marks & Spencer Group Plc - MKS
Marlowe plc - MRL
Marriott International Inc - MAR
Marriott Vacations Worldwide Corp - VAC
Marsh & McLennan Companies Inc - MMC
Mars Veterinary Health - MARSVETERINARYHEALTH
Masimo Corporation - MASI
Mastercard Inc - MA
MatchesFashion
Match Group Inc - MTCH
MaxCyte Inc - MXCT
Mayo Clinic
McDonald’s Corporation - MCD
Medpace Holdings Inc - MEDP
Medtronic plc - MDT
Robotic Surgery, Hugo vs Da Vinci & The Role of Simulation
Intuitive Surgical: A Buyer's Perspective
Intuitive Surgical: Training Surgeons on the Da Vinci
Surgical Science: Relationship with Intuitive Surgical & Robotic OEM's
Intuitive Surgical: Selling Da Vinci Systems, Simulators & Competition
Masimo & At-Home Continuous Monitoring
Intuitive Surgical vs Laparoscopy Cost and Sales Process
Meggitt PLC - MGGT
Mercadona
Mercedes-Benz Group AG - MBG
Mercell - MRCEL
Merck animal healthcare
Merck KGaA - MRK
Meritage Homes Corporation - MTH
Meta Platforms Inc - META
Alphawave: Hyperscaler Customer Chip Development
The Media Planning and Buying Process
Facebook: Personalized Marketing
Pinterest: Middle of the Funnel
Amazon Advertising: Decoupling from GMV
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
Pinterest Positioning, Attribution & IDFA
Google: Selling Display Advertising
Yelp vs Google: SMB Ad Agency Perspective
Metro Inc - MRU
Michael Kors - CPRI
Microchip Technology Inc - MCHP
Microsoft Bing
Microsoft Corporation - MSFT
Selling Microsoft Office 365 Commercial
Alphawave: Hyperscaler Customer Chip Development
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
Atlassian: Work Management Positioning & Monetizing Trello
AWS: Culture, EC2, EBIT Margins & Market Share Outlook
KX: A Customer's Perspective
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
Microsoft 365, Google Workspace & Selling through the Channel
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
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
Microsoft Gaming: Xbox Cloud & Game Pass
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
Cogent Communications: Hyperscaler Dark Fiber Demand & Cloud Optimisation
Snowflake Positioning vs AWS, GCP, Azure
OKTA, Microsoft E5, & Identity Competition
HashiCorp: Sales & Marketing Strategy
Snowflake: IaaS vs PaaS & Analytics Budgets
Microsoft Teams: Product Evolution, Strategy & Competition
Amazon Web Services: Data Center Economics
Alteryx: Competition, Enterprise Sales & Use-Cases
Jamf & Mobile Device Management Software: Partner Channel & Competition
Investor Dialogue: Amazon Web Services
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AWS Graviton’s Process Power
CoreWeave, Lambda & GPU-Specific Providers vs Hyperscalers
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Azure, GCP, BigQuery, Snowflake & Cloud Competition
Dynatrace: Sales Org & GTM Strategy
HashiCorp: From Open-Source To Enterprise
Google Workspace vs Microsoft 365
Microsoft Gaming: Xbox vs PlayStation Positioning
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Hyperscalers: Cloud TAM
Google Stadia: Challenges Scaling a Cloud Gaming Service
Amazon Web Services
Atlassian: Reselling Jira and Confluence
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
HashiCorp: Terraform Open-Source to Paid
Midea Group Co. Ltd. - 000333
Midwich Group plc - MIDW
Miller Industries Inc - MLR
Mission Lane
Mister Car Wash Inc - MCW
Mitsubishi Corporation - 8058
MiX Telematics Limited - MIX
Mobileye
Moderna Inc - MRNA
Moltiply Group S.p.A. - MOL
Momentum Group - MMGR
Moncler S.p.A. - MONC
monday.com Ltd - MNDY
Atlassian: Work Management Positioning & Monetizing Trello
Smartsheet: Sales Strategy & Org Structure
monday.com: Product-Market Fit Challenges
Microsoft Teams: Product Evolution, Strategy & Competition
Atlassian & Cloud Migration: Partner Perspective
Monday.com: Comparison with Asana, Airtable and Jira
Monday.com: Partner Channel & Platform Usage Patterns
Monex Group Inc - 8698
MongoDB Inc - MDB
Monro Inc - MNRO
Monster Beverage Corporation - MNST
Moonpig Group PLC - MOON
Mosyle - MSYL
Motional
Motorpoint Group Plc - MOTR
Inchcape: EU Auto Retail Distribution Dynamics
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
MRO Holdings
MSC Industrial Direct Co Inc - MSM
MTU Aero Engines AG - MTX
Murphy USA Inc - MUSA
Mytheresa
N
N26
Naked Wines plc - 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
Naked Wines: Inventory Overstock & Turnaround
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 Technologies Inc - NSTG
NAPA Auto Parts
Nationwide Pet
NAUTILUS INC - NLS
Neff Rental, Inc.
Nemetschek SE - NEM
Nestlé S.A. - NESN
Netflix Inc - NFLX
Amazon Prime's Sports Rights Strategy
Netflix and Global Video Streaming
Amazon Advertising: Endemic & Non-Endemic Ads
Netflix Business Model & Economics
Netflix Engineering & AWS Relationship
The Trade Desk: Publisher Programmatic Strategies
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
Netto Polska
NeueHealth Inc - NEUE
New Look
New Relic Inc - NEWR
NEXT plc - NXT
Nielsen Holdings plc - NLSN
Nikola Corporation - NKLA
Nimbus Kitchens
Nintendo Co. Ltd - 7974
NIO Inc - NIO
Nissan Motor Co. Ltd - 7201
Nobia - NOBI
Nokia Oyj - NOKIA
Nordzucker AG
Novartis AG - NOVN
NRC Industries
NSM Insurance Group
Nu Holdings Ltd - NU
NVIDIA Corporation - NVDA
NVR Inc - NVR
O
Oak Harbor Freight Lines Inc
Ocado Group plc - OCDO
Aldi, Ocado, & Online Grocery Business Models
UK Online and Offline Grocery Models
Ocado Technology, Kroger & Online Grocery Economics
Ocado & Online Grocery Economics
Ocado Solutions Platform: Powering Global Online Grocery
Sainsbury's, Tesco, & UK Dark Grocery Stores
Amazon Fresh, Whole Foods, & US Online Grocery
Dematic, Ocado, & Centralised vs Decentralised Online Grocery Fulfilment
OHB SE - OHB
Okta Inc - OKTA
Old Dominion Freight Line Inc - ODFL
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
XPO Logistics & US LTL: Scaling via M&A
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
Choosing LTL Carriers: A Customer's Perspective
Mainfreight vs Old Dominion: US LTL Comparison
Less-Than-Truckload US Market: Agency Model
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
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
US LTL Trucking: Old Dominion Freight Lines vs YRC Freight
Old Dominion Freight Line: National Account Management & Expedite Services
US LTL: A Non-Asset-Based Network Structure
Olo Inc - OLO
Omni Bridgeway Limited - OBL
Burford Capital & Litigation Finance
Burford Capital & Litigation Fair Value Accounting
Burford Capital: Law Firm and Funder Relationship
Burford Capital, Elliott Management & Collecting vs Argentina
Burford Capital: Law Firm Survey
Omni Bridgeway: Leading Litigation Finance
Litigation Finance: Judgment Preservation Insurance & Pre-Judgment Insurance-Backed Funding
Burford Capital: Moat, Insurance Risks, Sysco, YPF
Litigation Finance: Portfolio Construction, Case Due Diligence & Future IRR’s
Burford Capital
Litigation Funding: Law Firm Contingency Fees, and WIP & ATE Insurance
Bench Walk, PACCAR Judgment, & Litigation Finance
Litigation Funding: In-House Counsel Perspective
Burford Capital: Risk from Insurance-Backed Financing
Burford Capital & the Risk of Insurance Products: Law Firm Angle
Burford Capital Limited
OneMain Financial
OneWater Marine Inc - ONEW
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
OneWater Marine: TH Marine Acquisition, Marine Parts & Accessories
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
ON Semiconductor Corporation - ON
Opendoor Technologies Inc - OPEN
OPENLANE Inc - KAR
ACV Auctions Competitive Advantage & Threats
ACV Auctions, Backlot, CarOffer, & US Wholesale Auto Competition
ACV vs Manheim, ADESA & Physical Auto Auctions: Indie Used Car Dealers
CarMax: Competing with Carvana
ACV Auctions & US Auto Wholesale Market
ACV Auctions
ADESA, Manheim, & US Wholesale Auto Auctions
BacklotCars, ACV Auctions, ADESA, & US Auto Wholesale Auctions
Carvana, KAR Auction, & The Used Car Ecosystem
Carvana, ADESA, & US Auto Wholesale Auction Market
OpenTable
Optum
Oracle Corporation - ORCL
KX: A Customer's Perspective
Netsuite's Early Years In Asia: Taking on Established Incumbents
MongoDB: Sales Org Incentives, Growing Accounts & Consumption Model
AWS: Competitive Positioning & Shift from Horizontal to Vertical Selling
Hyperscalers: Cloud TAM
Amazon Web Services
Tecsys: Warehouse Management Systems, Healthcare & SaaS Transition
AWS, GCP, Azure, Oracle & Cloud Hyperscaler Competition
O’Reilly Automotive Inc - ORLY
O'Reilly Auto Parts: Distribution Center Operations
Tesla Auto Insurance, Claims, & Repair Costs
O'Reilly Auto Parts: Customer Segments & Profit per Vehicle Type
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
O'Reilly vs Advance Auto Parts: Supply Chain Comparison
LKQ & US Auto Recycling: Salvage Operations
Tesla: Servicing & Auto Parts Operations
MONRO: EV Threat to US Auto Repair Shops
Oshkosh Corporation - OSK
Otis Worldwide Corporation - OTIS
OVERSTOCK COM INC - OSTK
Wayfair
Wayfair CastleGate: Supplier Survey
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Wayfair vs Amazon: A Supplier's Perspective
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Dropshipping Unit Flow
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair, CastleGate, & Damages: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Owens
P
Pacific Biosciences of California Inc - PACB
Pacific Gas and Electric Company
Palo Alto Networks Inc - PANW
Panasonic Holdings Corporation - 6752
Papa John’s International Inc - PZZA
PAREXEL INTERNATIONAL - PRXL
PAR Technology Corporation - PAR
PDD Holdings Inc - PDD
Peloton Interactive Inc - PTON
PENN Entertainment Inc - PENN
Penske Automotive Group Inc - PAG
PepsiCo Inc - PEP
Pernod Ricard SA - RI
Pershing Square Tontine Holdings Ltd - PSTH
Persimmon Plc - PSN
Petplan
Pets at Home Group Plc - PETS
Pfizer Inc - PFE
Philip Morris International Inc - PM
Pinecone
Pinterest Inc - PINS
PITT OHIO
Planet Fitness Inc - PLNT
Pure Gym vs The Gym Group
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
ènergie Fitness Franchise vs UK Discount Gyms
Basic Fit France: Gym Market Challenges
The Gym Group, Basic Fit & Discount Gyms
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
Playtech plc - PTEC
Evolution Gaming: Aggregator / Operator Relationship
Evolution Gaming: Workings Of A Crypto Casino
Evolution Gaming, Red Tiger, & Online Casino Gaming Regulation
Evolution Gaming: Supplier / Aggregator Relationship
Evolution Gaming's Asia and Crypto Risk
Evolution Gaming: Europe vs Asian Live Casino Distribution
Evolution Gaming: US Regulatory Environment
Evolution Gaming: APAC GGR by Country & Crypto Casinos
Evolution Gaming: Asian B2B Landscape
Investor Dialogue: Evolution Gaming & Live Casino Competition
Building an Online Live Casino Offering
Evolution Gaming: Asia iGaming Value Chain & Crypto Casinos
Ezugi, Evolution Gaming, & LATAM Live Casino
Polarcus
PON Holdings BV
Pool Corporation - POOL
Porch Group Inc - PRCH
Poshmark Inc - POSH
Pottery Barn
Pragmatic Play
Pratt & Whitney - UTC
PRAXAIR INC - PX
Princeton Power Systems
Privia Health Group Inc - PRVA
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
Procore Technologies Inc - PCOR
Proponent
PubMatic Inc - PUBM
PulteGroup Inc - PHM
Pumpkin Pet Insurance
Purplebricks - PURP
Q
Qiagen N.V. - QGEN
Quality Assistance
Quest Diagnostics Inc - DGX
Quilter plc - QLT
R
R1 RCM Inc - RCM
Rakuten Group Inc - 4755
Randstad N.V. - RAND
REALPAGE INC - RP
Reconstruction Experts Inc
Redfin Corporation - RDFN
Redrow plc - RDW
Reece Limited - REH
RE/MAX Holdings Inc - RMAX
Repligen Corporation - RGEN
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher: M&A Runway, Target Evaluation Process & Valuations
Danaher & Sartorius: Promising Yield
Danaher's Pall: Medical vs Biopharma Segment Quality
Restaurant Brands International Inc - QSR
Restoration Hardware
Revolut
RH - RH
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Dropshipping Unit Flow
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Rightmove plc - RMV
Rightmove vs OnTheMarket: Agency Perspective
Rightmove: UK Lettings Market & Tenant Journey
Purplebricks: An Unsustainable Business Model?
Rightmove, OnTheMarket, and EweMove: a Hybrid Agent Perspective
Rightmove vs Zoopla Software: Sales & Lettings User Journey
Purplebricks: Disrupting UK Real Estate Agencies
Rightmove, Zoopla, vs OnTheMarket: Valuation & Buyer Leads
Zoopla: Competing with Rightmove
RIMOWA - LVMH
Rivian
R+L Carriers
ROADRUNNER TRNSN SVCS - RRTS
Roadway Corporation
Röko - RÖKO
Roku Inc - ROKU
Roland Assistance GmbH
Rolex
Rolls-Royce Holdings plc - RR
Roots Corp - ROOT
Roper Technologies Inc - ROP
Roper Technologies: iPipeline Acquisition & Insurance VMS
Topicus: History, Culture, and Organic Growth Techniques
Serial Acquirers: Purchase Price Accounting
Roper Technologies: Frontline Education Acquisition
Constellation Software: 5 Key Operational Metrics
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Topicus vs TSS: Culture and Organic Growth
AMETEK: Culture & M&A Philosophy
M&A and Purchase Price Accounting
Constellation Software: Operating KPIs
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
RS Group plc - RS1
RTX Corporation - RTX
Ryanair Holdings Plc - RYA
Ryan Specialty Group Holdings Inc - RYAN
S
S4 Capital PLC - SFOR
Sabre Corporation - SABR
Safestore Holdings PLC - SAFE
Safran SA - SAF
AmSafe, HEICO, & Aerospace Aftermarket Distribution
FTAI Aviation: CFM56 Lease Contract, Module Swaps, & PMA
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
CFM International: 37 Years Selling Aircraft Engines
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Safran: CFM56 & LEAP MRO
Loar Group: SCHROTH vs AmSafe Seat Belts
Boeing Propulsion: OE and Aftermarket Strategies
Pratt & Whitney: Selling Aircraft Engines
Safran & CFM56 Engine Overhaul
Saia Inc - SAIA
Fedex Freight, Old Dominion, & US LTL Trucking
Choosing LTL Carriers: A Customer's Perspective
Less-Than-Truckload US Market: Agency Model
Old Dominion, Saia, & US LTL Competition
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Old Dominion Freight Line: National Account Management & Expedite Services
Salesforce Inc - CRM
Smartsheet: Sales Strategy & Org Structure
Veeva Systems, IQVIA, & the Pharma Sales Flow
Microsoft 365, Google Workspace & Selling through the Channel
Alteryx: Enterprise Customer Perspective
IQVIA OCE vs VEEVA: a Partner Perspective
monday.com: Product-Market Fit Challenges
Alteryx: Customer Profiles, GTM Strategy & Product Roadmap
Microsoft Teams: Product Evolution, Strategy & Competition
Alteryx: Competition, Enterprise Sales & Use-Cases
Alteryx: Selling to EU Enterprise Accounts
Monday.com: Comparison with Asana, Airtable and Jira
Salesforce: MuleSoft Strategy
Alteryx: Designer Cloud, Trifecta Acquisition & Product Strategy
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Salvador Caetano
Salvatore Ferragamo S.p.A. - SFER
Samsung Electronics Co Ltd - 005930
Sandvik - SAND
Sanofi - SAN
SAP SE - SAP
Sartorius Aktiengesellschaft - SRT
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
Sartorius Stedim Biotech S.A. - DIM
Pall, Cytiva & the Bioprocessing Manufacturing Process
Danaher: Cytiva's Bioprocessing Filtration Portfolio
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Danaher Business System: Kaizen Case Study at Pall
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
Danaher's Pall: Medical vs Biopharma Segment Quality
Satair - AIR
Schindler Holding AG - SCHN
Schneider Electric S.E. - SU
SCIEX
SDI Group plc - SDI
SDI Group: Niche Manufacturing Serial Acquirer
Halma: 1998-2005 Case Study
Halma, Judges Scientific, SDI, & Scaling Niche Manufacturing Serial Acquirers
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma: Managing & Scaling Gas & Water Testing Divisions
Storskogen Group: M&A Strategy & Challenges
SDI Group: Challenges and Risks in the Acquirer Model
Sdiptech - SDIP
Sealed Air Corporation - SEE
SEEK Limited - SEK
Sephora - LVMH
Service King Collision Repair
ServiceNow Inc - NOW
ServiceNow Strategic Positioning
ServiceNow: Customer Maturity, New Products & Value Realization
Smartsheet: Sales Strategy & Org Structure
ServiceNow Customer Perspective: Growth Potential in New Product Areas
ServiceNow: Competing with Jira & Datadog
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
ServiceNow: Product Positioning & Customer Stickiness
Atlassian & Cloud Migration: Partner Perspective
Atlassian: Partner Ecosystem, Server Migration & ITSM
Shake Shack Inc - SHAK
shakti
SHEIN
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Amazon vs Temu: Business Model & Logistics
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
Shein vs Zara vs ASOS: A Supplier's Perspective
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
Shein: Disrupting Fast Fashion
Zara & SHEIN Supply Chain Analysis
Shift Technologies Inc - SFT
Shimadzu Corporation - 7701
Shimano Inc - 7309
Shopify Inc - SHOP
Amazon vs Temu: Business Model & Logistics
Douyin, PDD, Taobao, & JD: a Merchant Perspective
Wix, Shopify, & Wordpress: Agency Customer Perspective
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
Amazon: How a Unit Flows through the Network & Unit Costs
Wix, Shopify, & Selling to Agencies
Shopify: Creativity at Scale
Siemens AG - SIE
Sierra Wireless Inc - SWIR
Sime Darby
Sirius XM Holdings Inc - SIRI
Six Flags Entertainment Corporation - SIX
Skyjack Inc
Slerp
SLM Solutions - AM3D
SmartAuction
Smartsheet Inc - SMAR
Snap Inc - SNAP
Snap-on Incorporated - SNA
Snowflake Inc - SNOW
DataDog, Snowflake, & DevOps Tooling: a Customer's Workflow
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
Snowflake: Pace Of Innovation & Next Growth Vectors
Databricks, Snowflake, GCP, & Public Cloud Competition
ServiceNow: Competing with Jira & Datadog
Alteryx: Land and Expand
Snowflake Positioning vs AWS, GCP, Azure
Snowflake: IaaS vs PaaS & Analytics Budgets
Alteryx: Competition, Enterprise Sales & Use-Cases
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
Snowflake & Databricks: Comparison, AI & Convergence of Offering
Databricks: Melting the SNOW
Solera Holdings
Sonic Automotive Inc - SAH
Sonic Healthcare Limited - SHL
Sonnen GmbH
Sonova Holding AG - SOON
Sony Group Corporation - 6758
Nintendo: Everlasting Gaming IP
Warner Music Group: Driving Value From The Catalog
Microsoft Gaming: Xbox Cloud & Game Pass
Universal & Warner Music: New Artist Deals & Artist Development
PlayStation: History of the Game Console
Major Record Labels: Business Model Evolution
Microsoft Gaming: Xbox vs PlayStation Positioning
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Southern California Gas Company
Southern Glazer's
Southern Glazer's Wine & Spirits
Southwest Airlines Co - LUV
SpaceX
Span
Specsavers
Spirax-Sarco Engineering plc - SPX
Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek
Spirax Sarco: Customer Centricity
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 Inc - SAVE
Splunk Inc - SPLK
Selling Microsoft Office 365 Commercial
New Relic vs Datadog: Fight for Observability
Datadog, Open Telemetry, & A History of Observability
Elastic Positioning & Growth Strategies
Chronosphere: Datadog, Prometheus, & Centralizing Observability
Dynatrace: Datadog, User Personas & Switching Costs
Google Cloud & Datadog: Cloud Providers vs DevOps SaaS
Dynatrace: APAC Observability SaaS Market Dynamics
Spotify Technology S.A. - SPOT
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
Acast, Spotify, & Podcast Monetization
The Podcasting Advertising Ecosystem
Spotify Podcasting: a Show Host's Perspective
Acast: Podcast Advertising Platforms and Growth Opportunity
Spotify, Podcasting & Competition
Spotify Podcasting: An Agency Buyer's Perspective
Spotify Podcasting: Megaphone, SPAN & Programmatic
Warner Music Group: Driving Value From The Catalog
Spotify Podcast Advertising
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify Podcasting: Original Content Strategy
Spotify Podcast Ads: Monetising a Megaphone Show
Spotify, Universal, & Major Label Bargaining Power
Spotify: Marketing Music Artists Online
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Spotify & The Economics of the Music Industry
Spotify: Podcast Advertising Value Chain
Acast: Podcast Advertising Formats, Adoption, & Competitive Landscape
Squarespace Inc - SQSP
Wix: Agency Partner Perspective
Wix, Shopify, & Wordpress: Agency Customer 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
SRAM
Stallion Group
StandardAero
State Farm
Steinhoff
Stellantis N.V. - STLA
Ste. Michelle Wine Estates
Stem Inc - STEM
Stevanato Group S.p.A. - STVN
Stitch Fix Inc - SFIX
St. James's Place plc - STJ
STMicroelectronics N.V. - STM
Storskogen Group - STOR
Straumann Holding AG - STMN
Stripe Inc - STRIPE
Stryker Corporation - SYK
Subway
Sunbelt Rentals
Sunstate Equipment Co.
Surgical Science - SUSST
Swedish Match - SWMA
Swiss Re AG - SREN
Synchrony Financial - SYF
SYNLAB AG - SYAB
Synopsys Inc - SNPS
T
Taiwan Semiconductor Manufacturing Company Limited - TSM
Takeda Pharmaceutical Company Limited - 4502
Take-Two Interactive Software Inc - TTWO
The Value of Gaming Intellectual Property
Keywords Studios: Cross-selling, M&A, & AI Risks
Keywords Studios: Competitive Analysis
Massive Entertainment: Game Development, Design & Monetization
Microsoft Gaming: Xbox Cloud & Game Pass
Microsoft Gaming: Xbox vs PlayStation Positioning
Keywords Studios: Sales Process, Single Service BPO's & Competition
Google Stadia: Challenges Scaling a Cloud Gaming Service
Tandigm Health
Target Corporation - TGT
Taylor Wimpey plc - TW
TechTarget Inc - TTGT
Tecsys Inc - TCS.TO
Temenos AG - TEMN
Temple & Webster Group Ltd - TPW
Tempur Sealy International Inc - TPX
Temu
Teqnion - TEQ
TerraVest Industries Inc - TVK
Tesco PLC - TSCO
Costco UK & Europe: History, Economics, and Store Opportunity
UK Online and Offline Grocery Models
Ocado Technology, Kroger & Online Grocery Economics
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
Dino Polska & the Polish Grocery Market
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
Lithia Motors: Servicing Economics
Tesla: Service, Support & Operations Network
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Tesla's Culture and Manufacturing Challenges
Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving
US Auto Collision & Repair: An Insurer's Perspective
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
EV Penetration & Circle K Norway's EV Experiment Lab
Tesla: Manufacturing Process Advantage
Tesla Auto Insurance, Claims, & Repair Costs
Tesla, Elon Musk, & the Manufacturing Engineering Culture
Tesla Energy, SolarCity Acquisition, Strategy & Integration
Tesla EV Battery Innovation and Strategy
Tesla: Megapack, Solar and Microgrids
Tesla Energy Business Model
Coronavirus: Auto Supply Chain Impact
Tesla Global Procurement and Supplies
First Brands, O’Reilly, Tesla: Power within the US Auto Parts Aftermarket
Tesla vs Toyota: Servicing & Repair
Inchcape: Distribution for Chinese OEMs
Safelite & US Auto Glass Repair: Relationships with Insurers
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Tesla Battery Manufacturing & Energy Storage
Tesla: Servicing & Auto Parts Operations
Tesla: Artificial Intelligence in Autonomous Driving
Tetra Pak
Texas Instruments Incorporated - TXN
TForce Freight
Thales S.A. - HO
The Access Group
The Allstate Corporation - ALL
The Boeing Company - BA
Airbus: Launching A320neo versus Boeing 737
Lufthansa Technik: 30 years of Base & Line Maintenance
Designing, Approving, and Selling PMAs
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
AmSafe, HEICO, & Aerospace Aftermarket Distribution
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
Wencor, Seal Dynamics, & Aerospace Aftermarket Distribution
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
TransDigm: Boeing vs OEM Supplier Bargaining Power
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO PMA and MRO: Airline Customer Perspective
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Leading Airbus China: Race Against Boeing
TransDigm Group Podcast
Boeing, TransDigm, & a History of Aftermarket Distribution
The Cigna Group - CI
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
The Coca-Cola Company - KO
The Estée Lauder Companies Inc - EL
The Goodyear Tire & Rubber Company - GT
The Gym Group plc - GYM
The Gym Group: Low Cost Economies of Scale
Pure Gym vs The Gym Group
Basic-Fit, The Gym Group & Discount Gym Economics
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
The Gym Group: Risk from Anytime Fitness, ènergie, & Franchise Chains
Discount Gyms, Domino’s, & Hotelling’s Location Model
The Gym Group & Discount Gyms
ènergie Fitness Franchise vs UK Discount Gyms
Basic Fit France: Gym Market Challenges
The Gym Group, Basic Fit & Discount Gyms
The Gym Group: Clustering Units & Post-Covid Customer Behaviour
The Home Depot Inc - HD
The Kroger Co - KR
The Procter & Gamble Company - PG
The Progressive Corporation - PGR
Pricing Auto Insurance Policies
US Auto Collision & Repair: An Insurer's Perspective
Capital One: Subprime Credit Cards
Tesla Auto Insurance, Claims, & Repair Costs
The Auto Insurance Claims Process
Auto Insurance Agency / Carrier Pricing Dynamics
Safelite & US Auto Glass Repair: Relationships with Insurers
US Auto Insurance: ADAS Impact on Pricing
The Property Franchise Group
Thermo Fisher Scientific Inc - TMO
Pall, Cytiva & the Bioprocessing Manufacturing Process
Waters Corp, Thermo Fisher, & Analytical Lab Instruments: A Customer's Perspective
Waters Corporation: Product Innovation, Support Services & Switching Cost
Illumina & The Evolution of Next-Generation Sequencing
Danaher, Sartorius, & an Overview of The Bioprocessing Environment
Medpace, IQVIA, & Benefits of Scale in Biotech CRO
Danaher: M&A Runway, Target Evaluation Process & Valuations
Waters Corp: Analytical Lab Instruments Market Dynamics
Danaher & Sartorius: Promising Yield
Danaher: Cytiva, HyClone, & Cell Culture Sales
The Sage Group plc - SGE
The Swatch Group AG - UHR
The Trade Desk Inc - TTD
Spotify Podcasting: DSP, Inventory Aggregation & Scaling Programmatic
The Trade Desk & CTV Value Chain Power Dynamics
Tremor International: SSP & DSP Vertical Integration
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
Amazon Advertising: Decoupling from GMV
The Trade Desk: Publisher Programmatic Strategies
Amazon Ads & The Retail Media Landscape
The Trade Desk & The CTV Industry Structure
The Connected TV Advertising Value Chain
The Trade Desk: CTV Ecosystem, Netflix Ads, & Programmatic Buying
The Walt Disney Company - DIS
THG PLC - THG
TimescaleDB
T-Mobile US Inc - TMUS
Toast Inc - TOST
Topicus.com Inc - TOI
Topicus: M&A Strategy & Growth Runway
Constellation Software
Roper Technologies: iPipeline Acquisition & Insurance VMS
Topicus: History, Culture, and Organic Growth Techniques
Constellation Software Competitive Risks
Constellation Software: Competition, Hurdle Rates & Deal Flow
Constellation Software, Allscripts History & Post-Acquisition Strategy
Constellation Software: Altera Analysis
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Constellation Software: 5 Key Operational Metrics
Topicus, TSS, & Dutch Notary Software
Addtech and Topicus: Competitively Advantaged Buyers
Vitec Software: ABS Laundry Acquisition
Roper Technologies: Procare Solutions, Child Care Centers & Growth Opportunities
Topicus, Transdigm and Value-Based Pricing
Topicus Healthcare: Organic Growth Case Study
Topicus, PharmaPartners, & VMS Value-Based Pricing
Topicus vs TSS: Culture and Organic Growth
Constellation Software: Operating KPIs
Toyota Motor Corporation - 7203
Trane
Trane Technologies plc - TT
TransDigm Group Incorporated - TDG
Loar Group: Portfolio Quality
Lufthansa Technik: 30 years of Base & Line Maintenance
TransDigm: Esterline & Korry Electronics Case Study
Designing, Approving, and Selling PMAs
TransDigm: Value-Based Pricing Strategy
TransDigm Group
Jet Parts Engineering, HEICO, & PMA Growth Opportunity
TransDigm: Managing Opcos through COVID
HEICO / Wencor: PMA & Alternative Bill of Materials (ABOM)
TransDigm, AdelWiggins, & The Aerospace Aftermarket
Serial Acquirers: Purchase Price Accounting
AmSafe, HEICO, & Aerospace Aftermarket Distribution
Loar Group: Applied Engineering
TransDigm, HEICO, & the Aircraft & Parts Lifecycle
Boeing, TransDigm & Commercial Aerospace: An Inverted Pyramid
ADPma: Manufacturing & Selling PMA Aerospace Parts
TransDigm's Product Innovation, Howley, & TDG 10-year equity returns
TransDigm: Esterline Acquisition & ScioTeq Spin
HEICO: Wencor Acquisition Synergies and Analysis
TransDigm, HEICO, OEM vs PMA, & Dual vs Sole Source Parts
Loar Holdings
HEICO, PMA History, and Pricing vs OEM
Topicus, Transdigm and Value-Based Pricing
Satair & Aerospace Distribution
TransDigm: Boeing vs OEM Supplier Bargaining Power
HEICO, Transdigm, & PMA Parts
Honeywell, Boeing GoldCare, & the Aero Aftermarket
Proponent, HEICO, & Aerospace Distribution
HEICO: PMA vs OEM Power
HEICO PMA and MRO: Airline Customer Perspective
Loar Group: SCHROTH vs AmSafe Seat Belts
Boeing Propulsion: OE and Aftermarket Strategies
Boeing Global Services, TransDigm & Supplier Relationships
Loar Group: Pacific Piston Ring Company
TransDigm: Telair Acquisition & OEM Aftermarket Pressure
Serial Acquirers
M&A and Purchase Price Accounting
TransDigm: Esterline Technologies Acquisition
TransDigm Group Podcast
Investor Dialogue: HEICO, Transdigm, & Terminal Values
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Boeing, TransDigm, & a History of Aftermarket Distribution
Travis Perkins plc - TPK
Tremor International - TRMR
TripAdvisor Inc - TRIP
Triumph Group Inc - TGI
Trupanion Inc - TRUP
Trupanion: Aging Cohorts Risks
Trupanion, Chewy, & Pet Insurance Growth Opportunities
Trupanion: Maine Regulation
Trupanion: Pricing Challenges
Trupanion & TRUP Express: Vet Practice Owners
Trupanion: Inflation Challenges
Trupanion: Hurdles to Growth
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
Trustpilot Group plc - TRST
Twilio Inc - TWLO
Twitter Inc - TWTR
Tyler Technologies Inc - TYL
U
Uber Technologies Inc - 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
Tesla: Artificial Intelligence in Autonomous Driving
Glovo & EU Convenience Delivery
Ubisoft Entertainment SA - UBI
UBM - INF
UiPath Inc - PATH
Ulta Beauty Inc - ULTA
Unilever PLC - ULVR
Unily
UnitedHealth Group Incorporated - UNH
Privia Health: Athena Integration & Payer Rate Negotiations
BrightSpring Health Services: Challenges in Leveraging Nursing Assets
US Value-Based Healthcare: Physician Incentives
Elevance Health, UnitedHealth, Aetna & the US VBC Market: Payor-Provider Dynamics
UnitedHealth: Partner Healthcare Providers' VBC Migration Challenges
Agilon Health: US Physician Enablement Market Dynamics
UnitedHealth, Elevance, Cigna & Value-Based Care: Acquiring vs Partnerships with Healthcare Providers
United Internet AG - UTDI
United Parcel Service Inc - UPS
United Parks & Resorts Inc - PRKS
United Rentals Inc - URI
Sunbelt Rentals: Competition with Independent Equipment Rental Firms
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Sunbelt, United and Herc Rentals: Customer Perspective
Ashtead Investor Day 2024
Sunbelt Rentals: Pump & Power Specialty Equipment
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Herc, Sunbelt, United Rentals: Equipment Rental Buying & Pricing
H&E Equipment, Ashtead, & US Equipment Rental Demand & Rates
United Rentals: Specialty Division Growth & M&A Strategy
Ashtead & Equipment Rental: A More Resilient Business
Ashtead & Equipment Rental
EquipmentShare: Competing with Sunbelt and United Rentals
Herc Rentals, Sunbelt, & United Rentals Competition
Ashtead, Herc, & United Rentals: Equipment Rental Market Growth Prospects
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
EquipmentShare: T3 Platform & Branch Operations
United Rentals, Ahern, & Equipment Rental M&A
Sunbelt vs United: the Nature of Equipment Rental Competition
Uniti Group Inc.
Unity Technologies
Universal Music Group N.V. - UMG
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Warner Music Group: Driving Value From The Catalog
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Upstart Holdings Inc - UPST
Upstream
Upwork Inc - UPWK
V
Vacasa Inc - VCSA
Valeo SE - FR
Varta AG - VAR1
Veeva Systems Inc - VEEV
Velodyne Lidar Inc - VLDR
Veolia Environnement S.A. - VIE
Veralto Corporation - VLTO
Verizon Communications Inc - VZ
Cogent: Fiber Lifespan, IP Transit Price Deflation & IPv4 Opportunity
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Cogent: Sprint Wireline Network Acquisition Analysis
Versace
Vertu Motors Plc - VTU
Victoria Plc - VCP
Virgin Wines - VINO
Visa Inc - V
Visma
Vistry Group PLC - VTY
Vitec Software Group - VIT
Vitec Software: Aloc Opco, Product Development & Integration
Visma Software: History, Operating Philosophy, & Retail Divestment
Topicus: History, Culture, and Organic Growth Techniques
Serial Acquirers: Purchase Price Accounting
Constellation Software: Altera Acquisition Analysis
Vitec Software: History, Culture, & Operating Strategy
Constellation Software: 5 Key Operational Metrics
Vitec Software: ABS Laundry Acquisition
Topicus Healthcare: Organic Growth Case Study
Visma: Oima Acquisition Case Study
Topicus vs TSS: Culture and Organic Growth
Constellation Software: Operating KPIs
Constellation Software: A Competitive Analysis
M&A Accounting: Constellation Software, Vitec, Lifco, Lagercrantz, & Teqnion
Constellation Software & VMS Competition
Vivendi SE - VIV
Vivino
VMware Inc - VMW
Volkswagen AG - VOW
Volution Group plc - FAN
Vroom Inc - VRM
Carvana: Evolution of the Inspection & Reconditioning Process
Vroom: Operational Challenges to Scale
Carvana vs CarMax: Comparing Operating Models
CarMax: How a Vehicle Flows through the Network
Vroom, Carvana, & Optimising Vertical Integration
Motorpoint, Cazoo, & Imperial Car Supermarkets
Carvana: Post-COVID Challenges
Carvana, America's Car-Mart, & Auto Subprime Financing
W
Walgreens Boots Alliance Inc - WBA
Walmart Inc - WMT
Costco UK & Europe: History, Economics, and Store Opportunity
Costco Wholesale vs Sam's Club
Amazon vs Temu: Business Model & Logistics
Lidl: Hard Discounter Business Models
Amazon: Shipping Bulky Goods Through the FBA Network
Ocado & Online Grocery Economics
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Ocado Solutions Platform: Powering Global Online Grocery
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Costco: APAC & China Store Growth Potential
Aldi: Hard Discounter Business Models
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Amazon Fresh, Whole Foods, & US Online Grocery
Amazon.com Structural Advantages vs Traditional Retail
Hard Discounters vs Big Four UK Grocers: Asda Case Study
Amazon Advertising
WANdisco - WAND
Warner Music Group Corp - WMG
Warner Music Group: Driving Value From The Catalog
Universal & Warner Music: New Artist Deals & Artist Development
Universal Music, Warner, Spotify, & Artist Bargaining Power
Spotify, Universal, & Major Label Bargaining Power
Major Record Labels: Business Model Evolution
Universal Music, Spotify, & The Music Industry
Universal Music: Artist Management In A Streaming Era
Universal Music Group: Catalog Acquisition, DSP's & New Talent
Waste Management Inc - WM
Watches of Switzerland Group plc - WOSG
Waters Corporation - WAT
Watsco Inc - WSO
Watsco: Gross Margin and Return Predictability
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
Watsco, Ferguson: HVAC OEM-Distributor-Contractor Relationship Dynamics
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
Ferguson PLC: Plumbing, Waterworks, & HVAC Business Quality
Watsco: SEER Pricing Changes and Gross Margin
Carrier, Trane, Lennox & HVAC OEMs Landscape
Ferguson vs Watsco: HVAC Distribution
Watsco Customer Survey: Service Quality, SEER, and Replacement Demand
Watsco, Carrier, & History of HVAC Distribution
HVAC Distribution and Games Workshop
Wayfair Inc - W
Wayfair
Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL
Wayfair CastleGate: Supplier Survey
IKEA, Wayfair, & Omnichannel Furniture Retail
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair: Demand Forecasting
Wayfair: German Market Challenges
Wayfair CastleGate, Amazon, & FBA vs FBW
Made.com, Westwing, & European Online Furniture
Wayfair's Pricing Strategy and Mature Gross Margin
Amazon & Wayfair: Handling Large & Bulky Goods
Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco
Wayfair vs Amazon: A Supplier's Perspective
MADE, Westwing, & Niche vs Mass E-commerce Models
Wayfair: CastleGate & Online Furniture Logistics
Restoration Hardware: Product Philosophy & Vendor Relationships
Wayfair: CastleGate vs Amazon FBA Product-Market Fit
Overstock.com vs Wayfair: Product Flow through the Network
Supplying RH & Wayfair
Wayfair: Dropshipping Unit Flow
Wayfair & CastleGate Logistics Penetration
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Selling Furniture to Brick & Mortar Retailers: Supplier Perspective
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 Economics: Supplier's Perspective
Wayfair CastleGate: The Value to Suppliers
Wayfair: CastleGate and Last Mile Delivery
Wayfair: CastleGate vs Drop Shipping Unit Flow
Wayfair: CastleGate and First-Mile Logistics
Wayfair, Amazon, and Building Global Ecommerce Supply Chains
Waymo
Wayve
Wencor
Westlake Financial Services
West Pharmaceutical Services Inc - WST
WestRock Company - WRK
Westwing Group SE - WEW
Amazon: Shipping Bulky Goods Through the FBA Network
Westwing: Business Model Design and Growth Strategy
Wayfair: Demand Forecasting
Wayfair: German Market Challenges
Made.com, Westwing, & European Online Furniture
MADE, Westwing, & Niche vs Mass E-commerce Models
IKEA: Physical to Omni-Channel Furniture Retail
Wayfair, Made.com, & European Online Furniture
Wayfair: CastleGate vs Drop Shipping Unit Flow
WeWork Inc - WE
Williams-Sonoma Inc - WSM
Wayfair
Wayfair CastleGate: Supplier Survey
Amazon: Shipping Bulky Goods Through the FBA Network
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Williams-Sonoma, Wayfair, & Furniture Supply Chains
Wayfair: Demand Forecasting
Amazon & Wayfair: Handling Large & Bulky Goods
Wayfair vs Amazon: A Supplier's Perspective
Restoration Hardware: Product Philosophy & Vendor Relationships
Overstock.com vs Wayfair: Product Flow through the Network
Wayfair: Dropshipping Unit Flow
Fulfillment by Amazon vs Wayfair CastleGate: A Supplier's Perspective
Wayfair CastleGate Economics: Supplier's Perspective
Wayfair: CastleGate and Last Mile Delivery
Willis Lease Finance Corporation - WLFC
Willis Towers Watson plc - WLTW
Winc - WBEV
Wingstop Inc - WING
Wipro Limited - WIPRO
Wix.com Ltd - WIX
Wix: Agency Partner Perspective
Wix, Shopify, & Wordpress: Agency Customer 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 Inc - WDAY
World Acceptance Corporation - WRLD
Worldline SA - WLN
Woven
WPP plc - WPP
W. R. Berkley Corporation - WRB
Wren Kitchens
WS Audiology
Wurth Leasing
W W Grainger Inc - GWW
Wyatt Technology
WYNDHAM WORLDWIDE CORP - WYN
X
Xero Limited - XRO
XPEL Inc - XPEL
XPO Inc - XPO
XPO Logistics & US LTL: Scaling via M&A
Amazon's Outsourced Fulfilment Strategy: 3PL Customer Perspective
Choosing LTL Carriers: A Customer's Perspective
Old Dominion, XPO, Mainfreight & US LTL: A Broker's Perspective
Mainfreight Culture and US Market Challenges
Mainfreight's History & Operational Strategy
Old Dominion Freight Line: National Account Management & Expedite Services
Y
Yahoo! Inc.
Yellow Corporation - YELL
Yelp Inc - YELP
YOOX NET-A-PORTER GROUP - CFR
YouGov plc - YOU
Yum! Brands Inc - YUM
Yum China Holdings Inc - YUMC
Z
Zalando SE - ZAL
ASOS, Zalando, & EU Fast Fashion
On-Demand Fast Fashion Supply Chain in Turkey
Shein: Perspective of a Supplier
Zara Buying & Merchandising Strategies
SHEIN's Supply Chain: How it Works
ASOS, Boohoo, & Online Fashion Retail Business Models
Shein vs Zara vs ASOS: A Supplier's Perspective
Boozt, Zalando, & Nordic Online Fashion
Boozt Assortment and Strategic Positioning
Boohoo & UK Fashion Supplier Relationships
Zara's Supply Chain
ASOS & UK Fast Fashion Manufacturing and Supplier Operations
Shein: Disrupting Fast Fashion
Zara & SHEIN Supply Chain Analysis
ZAYO GROUP HOLDINGS INC - ZAYO
Cogent: IP Transit Strategy, Competitive Positioning & Peering
Cogent, Lumen, Level 3: Internet Service Provider - Hyperscaler Relationship Dynamics
Cogent, Lumen & Global ISP Networks: A Customer's Perspective
Cogent: Sprint Wireline Network Acquisition Analysis
Cogent Communications: Architecting A Cable Network
Zegna
Zendesk Inc - ZEN
Zillow Group Inc - Z
Zoetis Inc - ZTS
IDEXX Laboratories: UK Vet Practices, Diagnostics & Practice Management Software
Zoetis, IDEXX Laboratories and Animal Diagnostics Competition
Pets At Home: Vet Practice Operations, Medication & Diagnostics
Pets At Home: CMA Investigation & UK Vet Practices
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
Zoopla
Zoox
Zscaler Inc - ZS
Zynga Inc - ZNGA