This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week.

The Gym Group, Basic Fit & Discount Gyms

AMZN Retail & IP Company Learning Journeys

TransDigm Group Podcast

Spotify Podcast Advertising

Wayfair: CastleGate and Last Mile Delivery

Zara & SHEIN Supply Chain Analysis

Constellation Software: Operating KPIs

HEICO / Wencor

Credit Acceptance

Constellation Software: Altera Acquisition Analysis

Constellation Software & VMS Competition

This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week. Please add our feed to your podcast player to keep up to date with future podcasts.

Burford Capital

Costco UK & Europe Store Opportunity

Ashtead & Equipment Rental

IP Podcast: Diploma PLC

Serial Acquirers

This is a new audio-only analysis series which is a more relaxed format discussing what we've learned from our internal primary research over the last week. Please add our feed to your podcast player to keep up to date with future podcasts.

Bergman & Beving

Amazon.com Structural Advantages vs Traditional Retail

Anonymous

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IP Podcasts - audio only analysis going in depth on companies and industries.