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Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC

Amazon•US•Mega CapElasticSchindlerKONEMicrosoftHashiCorpOktaOtis Worldwide

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Otis & Schindler Elevators: Over-Earning on Maintenance?

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Otis Worldwide•US•Large CapSchindlerKONEOEMs w/ Installed BaseIndustrials

Weekly Update: Burford Capital & YPF Risk-Reward

Burford Capital•GG•Small CapKONEEvolutionHEICO

KONE: European New Installation & Maintenance Contract Pricing

KONE•FI•Large CapSchindlerOtis WorldwideOEMs w/ Installed BaseIndustrials

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