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?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
#13: Scientists R Us (Traditional Tools Primer)
April 20, 2025, 5:44 p.m.
#12: Let Me Do It for You (CRO Primer)
March 14, 2025, 10:16 p.m.
#11: Straight to the Vein (Packaging Primer)
Feb. 17, 2025, 12:14 a.m.
#10: Danahurt
Feb. 6, 2025, 8:48 p.m.
#9: Unburdened by What Has Been
Jan. 27, 2025, 8:31 p.m.
The Borlaug Report #8: Repligen
Aug. 11, 2023, 1:17 p.m.
The Borlaug Report #7: 2Q Earnings Szn Edition: 1H Post-Mortem, 2Q & 2H Positioning
July 24, 2023, 4:34 p.m.
The Borlaug Report #6: Omics: The Companies Driving the Revolution in our Understanding of Science
July 11, 2023, 9:44 p.m.
The Borlaug Report #5: Catalent: Let Them Cook.
June 5, 2023, 12:09 p.m.
The Borlaug Report #4: Biologics CDMOs: The Secular Shift in How Drugs are Made (Part 2)
May 15, 2023, 1:25 p.m.
The Borlaug Report #3: Bioprocessing: The Secular Shift in How Drugs are Made (Part 1)
May 4, 2023, 1:32 p.m.
The Borlaug Report #2: Avantor : Teenage Thermo Needs Activist Parents
April 25, 2023, 1:02 p.m.
The Borlaug Report #1: Twist Bioscience: Numerous Catalysts Could Trigger A Re-Rating
April 17, 2023, 4:18 p.m.
Coming soon: This is Borlaug’s Substack.
April 17, 2023, 2:13 p.m.