Investor Dialogues
Conversations about companies and business analysis
Investor Dialogue: Spotify, Podcasting & Competition
Dec 18, 2023
IP Dialogue
Spotify•SE•Large CapNetwork EffectsMarketplaces & PlatformsCommunication ServicesDec 18, 2023
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
Dec 11, 2023
IP Dialogue
Burford Capital•GG•Small CapOmni BridgewayCornered ResourceProcess PowerInsurers & FinancialsFinancialsDec 11, 2023
Investor Dialogue: Evolution Gaming & Live Casino Competition
Nov 14, 2023
IP Dialogue
Evolution•SE•Large CapPlaytechSwitching CostsB2B SoftwareConsumer DiscretionaryInformation TechnologyNov 14, 2023
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Nov 11, 2023
IP Dialogue
Wayfair•US•Large CapTemple WebsterAmazonRHWilliams-SonomaOverstockCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsConsumer DiscretionaryNov 11, 2023
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Mar 24, 2023
IP Dialogue
United Rentals•US•Large CapAshtead GroupSerial AcquirerIndustrialsMar 24, 2023
Investor Dialogue: Valuing Constellation Software & Lumine Spin
Mar 16, 2023
IP Dialogue
Constellation Software•CA•Large CapSwitching CostsB2B SoftwareInformation TechnologyMar 16, 2023
Investor Dialogue: Amazon Web Services
Oct 6, 2022
IP Dialogue
Amazon•US•Mega CapMicrosoftGoogleSnowflakeNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsB2B SoftwareConsumer DiscretionaryInformation TechnologyCommunication ServicesOct 6, 2022
Investor Dialogue: Watsco
Sep 18, 2022
IP Dialogue
Watsco•US•Large CapB2B MiddlemenIndustrialsSep 18, 2022
Investor Dialogue: Judges Scientific
Jul 14, 2022
IP Dialogue
Judges Scientific•GB•Small CapProcess PowerSerial AcquirerIndustrialsInformation TechnologyJul 14, 2022
Investor Dialogue: HEICO, Transdigm, & Terminal Values
Jun 23, 2022
IP Dialogue
HEICO•US•Large CapTransDigm GroupSwitching CostsMission Critical Products & ServicesSerial AcquirerIndustrialsJun 23, 2022
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
Jun 17, 2022
IP Dialogue
Burford Capital•GG•Small CapCornered ResourceProcess PowerInsurers & FinancialsFinancialsJun 17, 2022
Investor Dialogue: Carvana Liquidity & Finance GPU
May 22, 2022
IP Dialogue
Carvana•US•Large CapCarMaxCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryMay 22, 2022
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
May 14, 2022
IP Dialogue
Basic Fit•NL•Mid CapThe GymPlanet FitnessScale EconomiesLow Cost OperatorsConsumer DiscretionaryMay 14, 2022
Investor Dialogue: Naked Wines
May 5, 2022
IP Dialogue
Naked Wines•GB•Small CapWincVivinoCounter PositioningVertically Integrated RetailerConsumer StaplesReal EstateMay 5, 2022
Investor Dialogue: Wix
Apr 24, 2022
IP Dialogue
Wixcom•IL•Mid CapSquarespaceSwitching CostsMarketplaces & PlatformsB2B SoftwareInformation TechnologyApr 24, 2022
Investor Dialogue: Copart
Apr 13, 2022
IP Dialogue
Copart•US•Large CapNetwork EffectsAuctions & ClassifiedsPhysical Infra & NetworksIndustrialsConsumer DiscretionaryApr 13, 2022
Investor Dialogue: Constellation Software
Apr 1, 2022
IP Dialogue
Constellation Software•CA•Large CapSwitching CostsB2B SoftwareInformation TechnologyApr 1, 2022
Investor Dialogue: Carvana vs CarMax
Mar 18, 2022
IP Dialogue
Carvana•US•Large CapAsbury Automotive GroupCarMaxCounter PositioningLow Cost OperatorsVertically Integrated RetailerConsumer DiscretionaryMar 18, 2022
Investor Dialogue: Wayfair
Feb 22, 2022
IP Dialogue
Wayfair•US•Large CapCounter PositioningVertically Integrated RetailerConsumer DiscretionaryFeb 22, 2022
Investor Dialogue: Evolution Gaming Short Report
Jan 27, 2022
IP Dialogue
Evolution•SE•Large CapSwitching CostsB2B SoftwareConsumer DiscretionaryJan 27, 2022
Showing 20 of 23 results