February 11, 2026
Cloudflare's breakdown: How a single global network and a powerful reinforcing loop helped it capture 20% of web traffic and evolve into a security titan.
February 5, 2026
AI for investors: Learn tangible use cases for idea generation, research, and monitoring, plus the essential skills to maximize AI's potential.
December 12, 2025
Amadeus, the 'friendly gorilla' of travel IT, dominates with a resilient, diversified model across air, distribution, and hospitality.
December 5, 2025
Doximity, the LinkedIn for doctors, leverages its 80% physician user base into a high-margin B2B media giant fueled by pharma ad spend.
November 14, 2025
GE Aerospace's dominance is built on high-tech barriers, long-term cycles, and a lucrative aftermarket, making it a highly resilient business.
November 7, 2025
The $4T retail gold rush into alternative investments is on. Discover which asset managers and strategies are poised to win this new frontier.
October 31, 2025
Robinhood's breakdown reveals a pivot from a PFOF pioneer to a diversified financial ecosystem winning the next generation via product velocity.
October 24, 2025
Composecure dominates the premium metal card market. With industrialist Dave Cote now in control, a new era of operational excellence and M&A looms.
October 15, 2025
Amphenol, the "nervous system of electronics," thrives with a decentralized M&A model, mission-critical products, and diverse market exposure.
October 9, 2025
Media is in flux. An investment banker breaks down the M&A landscape, the fall of organic traffic, and the rise of direct-to-audience creators.
October 1, 2025
Explore Exor, the Agnelli family's holding company, transformed by John Elkann from a Fiat-centric past to a global investor in Ferrari and Philips.
September 24, 2025
WaterBridge is a capital-light, high-margin infrastructure play on the Permian Basin's growing and critical need for oilfield water disposal.
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