Investor Dialogues
Conversations about companies and business analysis
Investor Dialogue: Spotify, Podcasting & Competition
Dec 18, 2023
IP Dialogue
Spotify•SE•Large CapNetwork EffectsMarketplaces & PlatformsDec 18, 2023
Investor Dialogue: Burford Capital - Moat, Insurance Risks, Sysco, YPF
Dec 11, 2023
IP Dialogue
Burford Capital•GG•Small CapOmni BridgewayCornered ResourceInsurers & FinancialsDec 11, 2023
Investor Dialogue: Evolution Gaming & Live Casino Competition
Nov 14, 2023
IP Dialogue
Evolution•SE•Large CapPlaytechSwitching CostsB2B SoftwareNov 14, 2023
Investor Dialogue: Wayfair, Temple & Webster, Furniture Logistics, & Structural Advantages
Nov 11, 2023
IP Dialogue
Wayfair•US•Large CapTemple WebsterAmazonRHWilliams-SonomaOverstockBrand EquityVertically Integrated RetailerNov 11, 2023
Investor Dialogue: Ashtead, United Rentals, & US Equipment Rental
Mar 24, 2023
IP Dialogue
United Rentals•US•Large CapAshtead GroupMar 24, 2023
Investor Dialogue: Valuing Constellation Software & Lumine Spin
Mar 16, 2023
IP Dialogue
Constellation Software•CA•Large CapSwitching CostsB2B SoftwareMar 16, 2023
Investor Dialogue: Amazon Web Services
Oct 6, 2022
IP Dialogue
Amazon•US•Mega CapMicrosoftGoogleSnowflakeSwitching CostsPhysical Infra & NetworksOct 6, 2022
Investor Dialogue: Watsco
Sep 18, 2022
IP Dialogue
Watsco•US•Large CapSep 18, 2022
Investor Dialogue: Judges Scientific
Jul 14, 2022
IP Dialogue
Judges Scientific•GB•Small CapProcess PowerSerial AcquirerJul 14, 2022
Investor Dialogue: HEICO, Transdigm, & Terminal Values
Jun 23, 2022
IP Dialogue
HEICO•US•Large CapTransDigm GroupSwitching CostsMission Critical Products & ServicesJun 23, 2022
IP Investor Dialogue: Burford Capital - YPF, Book Value, & Valuation
Jun 17, 2022
IP Dialogue
Burford Capital•GG•Small CapCornered ResourceInsurers & FinancialsJun 17, 2022
Investor Dialogue: Carvana Liquidity & Finance GPU
May 22, 2022
IP Dialogue
Carvana•US•Large CapCarMaxCounter PositioningLow Cost OperatorsMay 22, 2022
Investor Dialogue: Basic Fit, The Gym Group, & Discount Gyms
May 14, 2022
IP Dialogue
Basic Fit•NL•Small CapThe GymPlanet FitnessScale EconomiesLow Cost OperatorsMay 14, 2022
Investor Dialogue: Naked Wines
May 5, 2022
IP Dialogue
Naked Wines•GB•Small CapWincVivinoCounter PositioningVertically Integrated RetailerMay 5, 2022
Investor Dialogue: Wix
Apr 24, 2022
IP Dialogue
Wixcom•IL•Mid CapSquarespaceSwitching CostsB2B SoftwareApr 24, 2022
Investor Dialogue: Copart
Apr 13, 2022
IP Dialogue
Copart•US•Large CapNetwork EffectsAuctions & ClassifiedsApr 13, 2022
Investor Dialogue: Constellation Software
Apr 1, 2022
IP Dialogue
Constellation Software•CA•Large CapSwitching CostsB2B SoftwareApr 1, 2022
Investor Dialogue: Carvana vs CarMax
Mar 18, 2022
IP Dialogue
Carvana•US•Large CapAsbury Automotive GroupCarMaxCounter PositioningLow Cost OperatorsMar 18, 2022
Investor Dialogue: Wayfair
Feb 22, 2022
IP Dialogue
Wayfair•US•Large CapCounter PositioningVertically Integrated RetailerFeb 22, 2022
Investor Dialogue: Evolution Gaming Short Report
Jan 27, 2022
IP Dialogue
Evolution•SE•Large CapSwitching CostsB2B SoftwareJan 27, 2022
Showing 20 of 23 results