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

Amazon•US•Mega CapElasticSchindlerKONEMicrosoftHashiCorpOktaOtis WorldwideSwitching CostsOEMs w/ Installed Base

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Otis & Schindler Elevators: Over-Earning on Maintenance?

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Otis Worldwide•US•Large CapSchindlerKONE

Weekly Update: Burford Capital & YPF Risk-Reward

Burford Capital•GG•Small CapKONEEvolutionHEICOSwitching CostsB2B Software

KONE: European New Installation & Maintenance Contract Pricing

KONE•FI•Large CapSchindlerOtis Worldwide

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