Explore our Weekly Updates.
The most interesting insights from last week's interviews.
Found 19 results in 2ms
Weekly update
April 5, 2023
Diploma PLC, Becle & Tequila, Röko, TSLA, OneWater Marine
Diploma PLCBecleTesla IncOneWater Marine IncCredit AcceptanceRökoLifco AB
Weekly update
March 21, 2023
Burford Capital, Tesla, Constellation & Lumine, Adyen, Cytek, TEAM, COST
Burford CapitalAdyen NVStripeCytek Biosciences IncCostco Wholesale CorpConstellation SoftwareAtlassianTesla Inc
Weekly update
March 14, 2023
AMZN, ServiceNow, Atlassian, DDOG, Masimo, CACC, 10x, FDM, Alphawave
AmazonServiceNow Inc10x GenomicsMasimoFDM GroupAtlassianAlphawave IP
Weekly update
March 2, 2023
AMZN Prime NFL Rights Strategy, GOOG Search vs ChatGPT, CSU Compensation, Marlow, LP, Epiroc
AmazonMicrosoft CorpGoogleLOUISIANA PACIFIC CORPMarloweEpiroc ABConstellation Software
Weekly update
February 22, 2023
Amazon Ads DSP, Google DoJ Filing, COST, Moonpig, KPG, EQS, B&B
GoogleAmazonTHE TRADE DESK INCEQS GroupMoonpig GroupKelly Partners GroupMicrosoft CorpBergman & BevingMomentum GroupCostco Wholesale Corp
Weekly update
February 15, 2023
Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor
AmazonGoogleMicrosoft CorpTremor InternationalAlcon AGADVANCED DRAINAGE SYSTEMGlobal E Online
Weekly update
January 18, 2023
Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife
ADVANCED DRAINAGE SYSTEMTRUPANION INCAddLifeEssensysHagertyZoetis Inc
Weekly update
January 11, 2023
Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG
LAWSON PRODUCTS INCLiveChat SoftwareDatadogAddLifeHagertyZoetis Inc
Weekly update
January 4, 2023
2022 Annual Review: Top 10 Articles and 5 Primary Research Insights
Halma PLCDanaher CorpUnited Rentals IncAshtead Group PLCConstellation SoftwareAmazon
Weekly update
December 6, 2022
Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL
Constellation SoftwareTopicusAmazonAzenta Life SciencesAshtead Group PLCUnited Rentals Inc
Weekly update
November 23, 2022
Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR
Fever TreeMaravai Lifesciences Holdings IncMicrosoft CorpCogent Communications Holdings IncMURPHY USA INCAlimentation Couche-TardOld Dominion Freight Lines
Weekly update
November 15, 2022
Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability
WATSCO INCFastenal IncPOOLCORPAddtech ABNaked WinesThe Hut GroupNVR IncKB HOME
Weekly update
November 8, 2022
Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR
Amazon
Weekly update
October 19, 2022
Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group
Halma PLCDanaher CorpConfluentJudges Scientifc PLCPorch Group IncLiveChat SoftwareAmazonOneWater Marine IncSDI Group
Weekly update
October 11, 2022
Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications
DatabricksSnowflakeGoogleCostco Wholesale CorpAmazonMicrosoft CorpCogent Communications Holdings Inc
Weekly update
October 5, 2022
Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC
ElasticSchindler Holding AGKone OyjAmazonMicrosoft CorpHashiCorpOKTA INCOtis Worldwide Corp
Weekly update
September 27, 2022
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Salesforce.Com IncBurford CapitalSpirax-Sarco Engineering PLCDatadogAmazonAppdynamicsUlta Beauty Inc
Weekly update
September 20, 2022
Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE
WATSCO INCFever TreeGoogleAmazonMicrosoft CorpNaked WinesSAP SE
Weekly update
September 6, 2022
Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM
Spirax-Sarco Engineering PLCMotorpointCARVANA COGoogleAmazonMicrosoft CorpSLM SolutionsAlign Technology Inc