2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
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Shift4’s Acquisition of Global Blue (GB)
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John Zito - Inside Apollo - [Invest Like the Best, EP.426]
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The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
An update
July 8, 2023, 5:14 p.m.
ASOS | Stock(s) on -50% discount : Fast fashion, fast cars, fast turnaround?
March 2, 2023, 6:31 p.m.
Sofa Carpet Specialist | Not another value trap: Administration, minority shareholders, and cash under the...sofa
Jan. 2, 2023, 12:36 p.m.
Rocket Lab | SpaceX's discreet little brother: Kiwis, You Only Live Twice, and Information Mismatch
April 29, 2022, 6:20 p.m.
flatexDEGIRO | Already forgotten for the wrong reasons: Forget the memes, pricing fl(at)ex, and more private equity
March 8, 2022, 5:32 p.m.
Soitec | An overlooked company with a unique™ moat: Leaking pipes, faux nationalization, and a winning Goliath
Feb. 18, 2022, 5:02 p.m.
How We Got Here: A brief introduction
Feb. 18, 2022, 4:44 p.m.