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Weekly update
March 25, 2025
Formula 1, Microsoft Copilot, Netflix, Adyen, Subprime Autos, WIZZ, Veralto
NetflixMicrosoftOpenAICarvanaAdyenWizz AirAmazonCredit AcceptanceCarMax
Weekly update
March 12, 2025
GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire
FTAI AviationAmazonGeneral ElectricSafranAppFolioYardiNetflixFastenalMcKesson
Weekly update
March 6, 2025
Bergman & Beving, Wayfair, Howmet, Spirits vs Beer Distribution, Netflix, Veralto
WayfairAmazonIndutradeDiageoSafranGeneral Electric
Weekly update
February 26, 2025
Constellation Software Deal Sourcing, Netflix, TTD & CTV, Moody's, PRM, Analog Devices, Waymo
NetflixConstellation SoftwareGoogleHalmaPerimeter SolutionsThe Trade DeskAmazon
Weekly update
February 19, 2025
Danaher Business System, Amazon B2B Distribution, Markel, Subprime Autos, Lifco, CVNA
DanaherAmazonCredit AcceptanceCarvanaMarkelMcKesson
Weekly update
February 11, 2025
Markel Insurance Review, Precision Castparts vs Howmet, AppFolio, DG, John Deere, FEVR
MarkelAppFolioYardiFive BelowGeneral ElectricDollar GeneralWalmart
Weekly update
February 4, 2025
Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis
FTAI AviationFarfetchTeslaDriveTimeFevertree DrinksLyftBridgecrestCarvanaAmazonMolson Coors BeverageNVIDIACettireKering
Weekly update
January 28, 2025
LVMH, Kering, & the Luxury Gray Market, Fairfax, Lifco M&A, Raspberry Pi, ODFL
LifcoHalmaKeringLVMHXPOOld Dominion Freight LineFarfetchCettireRichemontFedEx
Weekly update
January 21, 2025
Netflix Ads & The Trade Desk, AppFolio, IDEX, Westlake, Mettler-Toledo, Hermès, AVGO, Lonza, FEVR, BFIT, TKWY
AppFolioDeliverooNetflixYardiThe Trade DeskJust Eat TakeawaycomRealPage
Weekly update
January 14, 2025
Thermo Fisher vs Danaher, Amazon Fulfilment Costs, CCC vs Mitchell, IDEXX, BFIT, CVNA, Boyd
Weekly update
January 7, 2025
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
CellaVisionCarvanaAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO Logistics
Weekly update
December 23, 2024
Just Eat Takeaway, Google, Experian, AB InBev, Hermès, FEVR, IDEXX, Belron, Procore, Wayfair, GXO
Just Eat TakeawaycomAlphabetFevertree DrinksAnheuser-Busch InBevExperianHermèsIDEXX LaboratoriesBecton Dickinson andWayfairDanaherCCC Intelligent SolutionsProcoreBelronGXO Logistics
Weekly update
December 16, 2024
Technoprobe & Semiconductor Testing, Graco, Danaher, Mettler-Toledo, PAYC, IDEXX, CVNA
TechnoprobeGracoDanaherCarvanaFormFactorPaylocityEurocellGXO LogisticsPaycom Software
Weekly update
December 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
ChromalloyRolexFTAI AviationDiDiLVMHVeraltoAvon ProtectionWayfairGeneral ElectricCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Weekly update
November 29, 2024
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
GoogleCellaVisionTeslaGEICOWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTarget
Weekly update
November 21, 2024
Luxury Gray Market Distribution, Fever-Tree, Hermès, TSLA, Carvana, BD, KNSL, MANH, Bonesupport, Westwing, Vitrolife
LifcoADESAAddtechVitrolifeCettireCarvanaDanaherHalmaTeslaDiplomaAutoNationWestwingGXO LogisticsKeringBONESUPPORTFevertree DrinksOPENLANEManhattan AssociatesKinsale Capital Group
Weekly update
November 12, 2024
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
CellaVisionCarvanaCelsiusCarMaxL'OréalLVMHSysmexAirbusCCC Intelligent SolutionsPepsiCoCredit Acceptance
Weekly update
October 31, 2024
CCC vs Mitchell, Melrose, DHR, LVMH, Kinsale, Belron, Boyd, VEEVA, Wise, BLDR, Westwing, Triveni
WiseBelronVeevaDanaherLVMHWestwingSafeliteTeslaCCC Intelligent SolutionsRemitly GlobalBuilders FirstSource
Weekly update
October 23, 2024
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
WiseAshtead TechnologyBrazeLVMHGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Weekly update
October 17, 2024
Fever-Tree, Waymo vs Tesla, Danaher Business System, TSLA Repair Lawsuit, Ecolab, Braze, TVK, Vitrolife, BLDR, RCL
TeslaDanaherBrazeEcolabVitrolifeFevertree DrinksOracleThe Cooper CompaniesBuilders FirstSourceTerraVest IndustriesRoyal Caribbean Cruises