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Weekly update

GE, Safran, FTAI, and CFM56, AMZN B2B Distribution, NFLX, ASML, Farfetch & Cettire

GE AerospaceUSMega CapFTAI AviationAmazonSafranAppFolioYardiNetflixFastenalMcKessonSwitching CostsMission Critical Products & Services
Mar 12, 2025

A History of Amazon Business

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IP Interview
AmazonUSMega CapWalmartW W GraingerMcKessonCardinal HealthRexelMSC Industrial DirectFastenalRS GroupThe Home DepotNetwork EffectsB2B Middlemen
Mar 10, 2025
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Weekly update

Essentra, AMZN Fresh, AppFolio, West Pharma & Stevanato, Moncler, WINE

AmazonUSMega CapEssentraAppFolioMonclerFastenalDiplomaNaked WinesGerresheimerSwitching CostsB2B Middlemen
Jan 17, 2024
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Company Profile

Essentra PLC

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IP ResearchEssentraGBSmall CapDiplomaFastenalRS Group
Jan 17, 2024
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Weekly update

Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability

WatscoUSLarge CapFastenalPoolAddtechNaked WinesTHGNVRKB HomeCornered ResourceB2B Middlemen
Nov 15, 2022
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IP Research Analysis

RS Group, Bechtle AG, & B2B Distribution

In Practise Weekly Analysis
RS GroupGBMid CapFastenalBechtle
Mar 28, 2022
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IP Research Analysis

Fastenal's Industrial Vending Competitive Advantage

In Practise Weekly Analysis
FastenalUSLarge CapMSC Industrial DirectW W Grainger
Oct 18, 2021

Fastenal: Onsites & FAST Vending Solutions

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IP Interview
FastenalUSLarge CapMSC Industrial DirectW W Grainger
Oct 13, 2021

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