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Weekly update
Dec 5, 2024
FTAI & PMA Parts, Hèrmes, Rolex, Veralto, CCC, Avon, CVNA, LGI, W, DiDi
FTAI Aviation•US•Large CapDiDi GlobalChromalloyRolexLVMHVeraltoAvon ProtectionWayfairGE AerospaceCarvanaMelrose IndustriesAlly FinancialReplyOverstock
Dec 3, 2024
DiDi: LATAM Ridesharing Market Opportunity
Former Executive at DiDI Global
Partner Interview
DiDi Global•CNUberLyftGrabNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyFinancialsMay 29, 2023
Tesla, Cruise, Waymo: The Race Towards Autonomous Vehicles
Former Parts Advisor at Tesla
Partner Interview
Tesla•US•Mega CapGoogleMobileye GlobalBioventusGeneral MotorsDiDi GlobalVelodyne LidarHesai TechnologyAmazonAppleLargoNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerCommunication ServicesConsumer DiscretionaryHealth CareIndustrialsInformation TechnologyMaterialsYou've reached the end