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Weekly update

Rightmove vs CoStar, AppFolio vs Yardi, Analog & TXN, CDLX, TRUP, Equipment Rental, Dino, CPRT, PRKS, Clarivate

RightmoveGBMid CapAppFolioEquipmentShareON SemiconductorCopartTrupanionCardlyticsClarivateLidlTexas InstrumentsAnalog DevicesUnited Parks & ResortsSix Flags EntertainmentNetwork EffectsAuctions & Classifieds
Apr 10, 2024

United Parks & Resorts: Pricing Optimization

Partner Interview
United Parks & ResortsUSMid CapSix Flags EntertainmentWalt DisneyBrand EquityUnique IP & Brands
Apr 8, 2024
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Weekly update

GYM, Danaher Cytiva Consumables, Lifco, Waters Corp, Terravest, Domino's, GoEasy, PRKS, EVO

The GymGBSmall CapAgilentLifcoEvolutionDanaherWatersgoeasyShimadzuUpstartUnited Parks & ResortsSix Flags EntertainmentSwitching CostsSerial Acquirer
Apr 4, 2024

United Parks & Resorts: Theme Parks Hotels Opportunity

Partner Interview
United Parks & ResortsUSMid CapSix Flags EntertainmentWalt DisneyBrand EquityUnique IP & Brands
Mar 27, 2024
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Weekly update

Evolution Gaming's Asia & Crypto Risks, MSFT Gaming, Copart, United Parks, TRUP, LGI, Inchcape

MicrosoftUSMega CapEvolutionTrupanionCopartInchcapeLemonadeStellantisUnited Parks & ResortsSwitching CostsPhysical Infra & Networks
Mar 26, 2024

United Parks & Resorts: US Theme Parks Industry

Partner Interview
United Parks & ResortsUSMid CapWalt DisneyComcastSix Flags EntertainmentBrand EquityUnique IP & Brands
Mar 21, 2024

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