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Explore our Weekly Updates.

The most interesting insights from last week's interviews.

Found 1000+ results in 6ms
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
Weekly update
October 9, 2024

Danaher Downstream Bioprocessing, AWS vs GPUaaS, VEEV, Ecolab, Atlas Engineered, Royal Caribbean, Vitrolife, BLDR, Lifecore, Croda

Ashtead TechnologyDanaherVitrolifeVeevaEcolabSalesforceFTAI AviationGeneral ElectricNVIDIACoreWeaveIQVIABrenntagRepligenAtlas Engineered ProductsBuilders FirstSource
Weekly update
October 2, 2024

Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane

DanaherVitrolifeEcolabMacfarlaneGeneral ElectricSartoriusLowesAristocrat LeisureDaily JournalFTAI Aviation
Weekly update
September 25, 2024

Amazon Logistics, PRM, Vitrolife, Sartorius, Richemont, Rolls-Royce, Addtech, EVO, TSLA, Bonesupport

AddtechTeslaAmazonEvolutionRichemontDanaherShopifyVitrolifeBONESUPPORTFedExSDI GroupTransDigm GroupPerimeter Solutions
Weekly update
September 19, 2024

Perimeter Solutions, Airbnb, Tesla, HEICO, CMG, Croda, TerraVest, TopBuild, Zscaler

TeslaAirbnbZscalerTopBuildComputer ModellingHEICOSchlumberger