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Weekly update
Oct 23, 2024
LVMH, TransDigm, Wise vs SWIFT, Interpump, GXO, LGI Homes, Braze, Boyd Gaming, Ashtead Technology, Metro Bank
LVMH•FR•Mega CapWiseAshtead TechnologyBrazeGXO LogisticsLennarAristocrat LeisureTransDigm GroupHEICO
Oct 18, 2024
Boyd Gaming: Corporate Culture & Unifying the Tech Stack
Former Senior Executive at Boyd Gaming
Partner Interview
Boyd Gaming•US•Mid CapAristocrat LeisureLight WonderInternational GameCaesars EntertainmentMGM Resorts InternationalFanDuelConsumer DiscretionaryIndustrialsWeekly update
Oct 2, 2024
Danaher Cytiva & Pall Bundling, First Watch, Vitrolife, Ecolab, L&W, DJCO, Builders FirstSource, Alta Equipment, FTAI, Macfarlane
Danaher•US•Large CapVitrolifeEcolabMacfarlaneGE AerospaceSartoriusLowesAristocrat LeisureDaily JournalFTAI Aviation
Sep 30, 2024
Light & Wonder: History of Casino Software
Former Senior Executive at Scientific Games
Partner Interview
Light Wonder•US•Mid CapBoyd GamingBallysAristocrat LeisureConsumer DiscretionaryYou've reached the end