204 Episodes

  1. Amazon Ads, SNOW, Google vs Bing, Alcon, ADS, Tremor

    Published: 15/02/2023
  2. Constellation Software: Competition, Hurdle Rates & Deal Flow

    Published: 06/02/2023
  3. Aldi: Culture & Operations of a Hard Discounter

    Published: 03/02/2023
  4. Bergman & Beving, Lagercrantz, Nordic B2B Distribution & M&A

    Published: 31/01/2023
  5. Bergman & Beving: The Original Serial Acquirer

    Published: 21/01/2023
  6. Trupanion, Zoetis, Advanced Drainage Systems, Essensys, HGTY, AddLife

    Published: 18/01/2023
  7. Chronosphere vs DDOG, AddLife, PINS, Zoetis, HGTY, LiveChat, DSG

    Published: 11/01/2023
  8. 2022 Annual Review: Top 10 Articles and 5 Primary Research Insights

    Published: 04/01/2023
  9. Kelly Partners Group & Accountancy Practice M&A

    Published: 23/12/2022
  10. Double Dutch & UK Premium Mixer Market

    Published: 11/12/2022
  11. Amazon Retail: Rails of Ecommerce, Topicus, Ashtead, Azenta, ODFL

    Published: 06/12/2022
  12. Fedex Freight, Old Dominion, & US LTL Trucking

    Published: 04/12/2022
  13. Couche-Tard Unit Growth & Fuel Margin, ODFL, CCOI, MRVI, FEVR

    Published: 23/11/2022
  14. Old Dominion, Saia, & US LTL Competition

    Published: 20/11/2022
  15. Watsco, Fastenal, & B2B Distributors: Gross Margin & ROIC Predictability

    Published: 15/11/2022
  16. Watsco, Carrier, & History of HVAC Distribution

    Published: 12/11/2022
  17. Weekly Update: AWS Long-Run & Normalised FCF Margins, Datadog, ASOS, Maravai, HCA, FEVR

    Published: 08/11/2022
  18. AWS: Long-Run and Normalised FCF Margin Estimates

    Published: 06/11/2022
  19. Datadog, Open Telemetry, & A History of Observability

    Published: 06/11/2022
  20. Amazon: Deconstructing the Retail P&L

    Published: 29/10/2022

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