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Weekly Update

Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN

In Practise Weekly Update

September 27, 2022

IP Hosted Interview

Amazon Retail: 1P vs 3P Economics

Former General Manager at Amazon

September 23, 2022

Partner-Led Interview

Ulta Beauty & US Beauty Retail

Former VP at Ulta Beauty

September 22, 2022

IP Hosted Interview

Burford Capital & Litigation Case Origination

Former Investment Manager at Augusta Ventures

September 22, 2022

Partner-Led Interview

Datadog, AppDynamics, & Observability Products

Former Director at AppDynamics

September 22, 2022

IP Hosted Interview

Spirax Sarco: Decentralisation, Supply Chain & Operations

Former Group Supply Chain Director at Spirax Sarco

September 21, 2022

Partner-Led Interview

Salesforce: MuleSoft Strategy

Former SVP at MuleSoft

September 21, 2022

Weekly Update

Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE

In Practise Weekly Update

September 20, 2022

IP Analysis

Fever Tree: Gross Margin Outlook

In Practise Analysis

September 18, 2022

IP Dialogue

Investor Dialogue: Watsco

In Practise Investor Dialogues

September 18, 2022

IP Hosted Interview

Fever Tree: UK History and Gross Margin Outlook

Former Director at Fever Tree

September 17, 2022

Partner-Led Interview

SAP HANA, Google Cloud, & Long-Run Hyperscaler Competition

Former Director at Google Cloud

September 16, 2022

IP Hosted Interview

Naked Wines: Australia Market Performance

Former Director, Naked Wines Australia

September 16, 2022

IP Analysis

AWS Graviton’s Process Power

In Practise Analysis

September 12, 2022

Partner-Led Interview

ACV Auctions Competitive Advantage & Threats

Former Director at ACV Auctions

September 11, 2022

Partner-Led Interview

UK Accountancy Practice M&A

Partner at Goodman Jones

September 10, 2022

IP Hosted Interview

The History of x86, ARM, & Amazon's Graviton Processor

Principal Developer Advocate at Honeycomb, a AWS Graviton3 Customer

September 9, 2022

Partner-Led Interview

OHB & European Space Systems

Former Director, SmallGEO at OHB SE

September 8, 2022

IP Hosted Interview

Amazon Web Services: EC2 Graviton Strategy

Former Senior Manager at Amazon Web Services

September 8, 2022

Weekly Update

Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM

In Practise Weekly Update

September 6, 2022