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In Practise - Spotify

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Sector Generalists
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Content

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Westlake: Subprime Auto Loans Origination Process

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Picture of In Practise - Spotify

Mettler-Toledo: Competition & Go-to-Market Strategy

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Picture of In Practise - Spotify

Amazon Robotics: Sparrow, Sequoia & Automation Economics

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Broadcom: VMWare Acquisition & Cloud Transition

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Netflix, The Trade Desk, & Linear to CTV Advertising

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Picture of In Practise - Spotify

AppFolio vs Yardi: Market Size & Strategic Positioning

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Lonza: CDMO Market Capacity

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CCC Intelligent Solutions vs Mitchell: Estimate Data Quality

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Ocado Swarm Robotics & The Next Frontier in Warehouse Automation

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Basic Fit Spain: McFit Acquisition & Growth Opportunity

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Picture of In Practise - Spotify

Mettler-Toledo: Pricing, Decentralization, & Vertical Integration

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Picture of In Practise - Spotify

IDEX Corporation: Culture & the 80/20 Principle

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Hermès: Beyond Fashion

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Danaher vs Thermo Fisher: Plasmid Manufacturing & Gene Therapy Positioning

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CCC, Progressive, & Risks of Customers Switching to Mitchell

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IDEXX & Global Animal Testing: Competitive Landscape & Pricing Dynamics

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The History and Evolution of Experian

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Carvana: ADESA & the Rental Fleet Remarketing Process

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Picture of In Practise - Spotify

Arhaus vs Restoration Hardware: Supplier Relationships, Pricing & Collections

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Picture of In Practise - Spotify

Boyd Gaming: Regional Casino Business Model & Competition

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Safelite, Fuyao & OEM vs Aftermarket Autoglass : Supply Chain, Quality & Manufacturing

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Just Eat Takeaway vs Wolt Germany & Employed Courier Models

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Broadcom: Operating Philosophy & Culture

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Driven Brands & Auto Glass Repair: Competing vs Safelite

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Carvana, Ally, and Prime vs Non-Prime Auto Loan Gross Profit

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