Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Copart vs IAA Competitive Dynamics
May 7, 2025, 8:40 p.m.
Coupang: Coupang Eats & South Korean Food Delivery
May 6, 2025, 8:40 p.m.
Meta, Google, & Tariff Impact on APAC Online Advertising
Molina Healthcare: Medicare Operational Maturity & Dual-Eligible Program Overhaul
Howmet Aerospace: Drivers of Operating Margin Improvement
April 30, 2025, 8:40 p.m.
Microsoft: Copilot & AI Services
April 29, 2025, 8:40 p.m.
Diageo: Premiumization Trends and Prepared Cocktails
April 28, 2025, 8:40 p.m.
Oracle: Gen 2 Cloud Infrastructure
April 25, 2025, 8:41 p.m.
Restaurant Brands: Franchisee Economics & M&A Market
April 23, 2025, 8:41 p.m.
Rolls-Royce: Aftermarket Pricing & Contract Margins
Howmet & Precision Castparts: Pricing Power & Negotiating with Rolls-Royce
April 8, 2025, 8:41 p.m.
IDEX: Health & Science Division History
April 1, 2025, 8:41 p.m.
Formula 1 Group: Sponsorships History & Selling F1
March 31, 2025, 8:40 p.m.
Lululemon: Product Development & Corporate Culture
Heineken: Footprint Rationalization & Supply Chain Optimization
Brown-Forman: Bourbon Oversupply & Craft Competition
March 26, 2025, 8:41 p.m.
Microsoft Copilot, ChatGPT, & LLM Profitability
March 25, 2025, 8:41 p.m.
Fever-Tree & Molson Coors: a Walmart Buyer's Perspective
NVIDIA & Generative AI Fundamentals
Constellation Software, Volaris, & M&A Sourcing and Deal Process
Centene: Medicaid Margins & Provider Network Challenges
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.