Inside the AdTech Industry: The Trade Desk's Problems & Outlook
March 28, 2025, 12:37 p.m.
MW is Short AppLovin (APP US)
March 27, 2025, 6:27 p.m.
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
March 27, 2025, 10:18 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
IDEX: Health & Science Division History
April 1, 2025, 8:41 p.m.
Heineken: Footprint Rationalization & Supply Chain Optimization
March 31, 2025, 8:40 p.m.
Lululemon: Product Development & Corporate Culture
Formula 1 Group: Sponsorships History & Selling F1
Brown-Forman: Bourbon Oversupply & Craft Competition
March 26, 2025, 8:41 p.m.
Centene: Medicaid Margins & Provider Network Challenges
March 25, 2025, 8:41 p.m.
Fever-Tree & Molson Coors: a Walmart Buyer's Perspective
NVIDIA & Generative AI Fundamentals
Microsoft Copilot, ChatGPT, & LLM Profitability
Constellation Software, Volaris, & M&A Sourcing and Deal Process
Formula 1 Group: Media Rights Strategy & Free vs Pay-TV
March 24, 2025, 8:41 p.m.
IDEX: Mott Corporation Acquisition
Brown & Brown: Decentralized Model & Profitability
March 19, 2025, 8:41 p.m.
Netflix: International Content Creation & Analysis Process
March 16, 2025, 8:40 p.m.
Wizz Air: Route Strategy & Network Planning
March 14, 2025, 8:41 p.m.
GE, Safran, FTAI, and the Modular Design History of the CFM56
March 10, 2025, 8:41 p.m.
A History of Amazon Business
AppFolio: Challenges Winning Enterprise Customers
The Trade Desk: CTV DSP Competitive Landscape
March 8, 2025, 8:41 p.m.
Netflix: International Originals Ramp Up & Roald Dahl Aquisition
March 7, 2025, 8:40 p.m.
Credit Acceptance, Capital One, Westlake: Competing for Subprime Auto Loans
March 3, 2025, 8:41 p.m.
Howmet & Precision Castparts: Single Crystal HPT Blade Investment Casting Process
March 1, 2025, 8:41 p.m.
Amazon vs Wayfair: EU Heavy & Bulky Market Challenges
Feb. 28, 2025, 8:41 p.m.
Fever-Tree and Beer vs Spirits Distribution Networks
Constellation Software: M&A Team Structure & Deal Sourcing Process
Feb. 25, 2025, 8:41 p.m.