LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland
Jan. 11, 2025, 2:08 a.m.
ASML's Strategy to Extend Moore's Law
Jan. 7, 2025, 9:50 a.m.
OpenAI says it knows how to make superintelligence now
Jan. 7, 2025, 1:32 a.m.
Comparing the Financials of Databricks and Snowflake
Dec. 30, 2024, 11:35 p.m.
The Future of TV or Just Another Netflix Hit?
Dec. 19, 2024, 12:10 a.m.
Westlake: Subprime Auto Loans Origination Process
Jan. 21, 2025, 8:41 p.m.
Mettler-Toledo: Competition & Go-to-Market Strategy
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Broadcom: VMWare Acquisition & Cloud Transition
Netflix, The Trade Desk, & Linear to CTV Advertising
AppFolio vs Yardi: Market Size & Strategic Positioning
Jan. 20, 2025, 8:41 p.m.
Lonza: CDMO Market Capacity
CCC Intelligent Solutions vs Mitchell: Estimate Data Quality
Ocado Swarm Robotics & The Next Frontier in Warehouse Automation
Basic Fit Spain: McFit Acquisition & Growth Opportunity
Jan. 15, 2025, 8:41 p.m.
Mettler-Toledo: Pricing, Decentralization, & Vertical Integration
IDEX Corporation: Culture & the 80/20 Principle
Hermès: Beyond Fashion
Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning
Jan. 14, 2025, 8:41 p.m.
CCC, Progressive, & Risks of Customers Switching to Mitchell
IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics
The History and Evolution of Experian
Jan. 13, 2025, 8:41 p.m.
Carvana: ADESA & the Rental Fleet Remarketing Process
Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections
Jan. 9, 2025, 8:41 p.m.
Boyd Gaming: Regional Casino Business Model & Competition
Jan. 8, 2025, 8:41 p.m.
Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing
Just Eat Takeaway vs Wolt Germany & Employed Courier Models
Jan. 6, 2025, 8:41 p.m.
Broadcom: Operating Philosophy & Culture
Dec. 30, 2024, 8:41 p.m.
Driven Brands & Auto Glass Repair: Competing vs Safelite
Carvana, Ally, and Prime vs Non-Prime Auto Loan Gross Profit
Dec. 24, 2024, 8:41 p.m.