Axon Business History

Airbnb Deep Dive

2024 Year-end Review: Gratitude and Struggles

*New Synopsis Company Podcast Released* Perimeter Solutions: Replicating the TransDigm Model

What is a Fair Investment Assumption?

Copart Business Update 3Q24 (Fiscal 1Q25)

AXON, CSU, and DFH: 3Q24 Business Update

How Axon's Founder Built a $35bn Business: 10 Lessons from Rick Smith

CPNG: 3Q24 Business Update

META, ETSY, and FND 3Q24 Business Update

Perimeter Solutions Exploratory Report

Evolution: 3Q24 Business Update

CoStar Group: 3Q24 Business Update

Minimum Viable Products versus Maximum Possible Products

Investing is Just Answering a Series of Questions: Explaining the Reverse DCF : How to use a Reverse DCF

*New Synopsis Company Podcast Released* CoStar Group: From Basement to Billion Dollar Real Estate Authority: The Synopsis released their latest in-depth company podcast episode on CoStar Group ($CSGP)

Axon Deep Dive: Announcing the Release of our Axon Research Report

What You Don’t Know About Sell-side Analyst Price Targets: Five Pernicious Influences to Price Targets

Coupang Business History: Building the Leading South Korean Ecommerce Business from the Ashes of Mediocrity

Porsche Exploratory Report: Porsche AG Company Exploratory Research Report

What is a Great Business? : A Framework for Building a Deep Understanding of Business.

CoStar Group Deep Dive: Announcing the Release of our CoStar Extensive Research Report

Meta 1Q24 Business Update: AI proof points, fickle investor expectations, incredible operating leverage, simplified revenue build

WeChat, Meituan, and Grab: What is a SuperApp and Why You Will Fail Building One : Understanding Business Prerogatives Separate from The Consumer Value Prop

Evolution Business History: Speedwell Research: Business History