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The Steve Ballmer Interview
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Prada - Leading luxury brand available at a discount
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ICICI Bank (IBN): Strong franchise with years of double-digit growth ahead
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Vertex Pharmaceuticals: Monopoly position with exciting growth ahead
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Li Auto (LI): The top contender in China's hyper-competitive EV sector
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SentinelOne - Great company but wait for a better price
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Olaplex (OLPX) analysis: The luxury hair care company with $6 million in sales per employee
Dec. 31, 2021, 11:59 a.m.
Nubank (NU) deep dive: World's largest digital bank
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Dutch Bros (BROS) analysis: Great company but high valuation limits appreciation potential
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Expensify (EXFY) IPO analysis: T&E expense software for SMBs
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AirSculpt Technologies (AIRS) IPO analysis: Body contouring procedures that seem to work
Dec. 1, 2021, 12:26 p.m.
Samsara S-1 breakdown: Data analytics for the physical world
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Semrush (SEMR): The leader in SEO analytics and digital competitive intelligence
April 19, 2021, 8:18 p.m.
Alkami Technology IPO analysis: Cloud software for bank digitization
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Coinbase IPO deep dive: The journey to a $200 billion valuation
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Zhihu (ZH) IPO analysis: China's largest Q&A platform
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Olo Inc. (OLO): A differentiated and unique software product in a fragmented industry
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Analysis and research of recent IPOs
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