Archive - Business Breakdowns

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Napco Security Technologies

Manufacturing recurring revenue

May 30 •

Athleisure for the win

May 23 •

The aggregator of sound

May 16 •

The history of this amazing compounder

May 9 •

The payments behemoth

May 2 •

April 2023

Is AI changing the game?

Apr 25 •

The creative behemoth

Apr 18 •

The big, valuable Apple

Apr 11 •

An overlooked utility

Apr 4 •

March 2023

The Dutch payments mensch

Mar 28 •

Intuit (creator of TurboTax, Quickbooks, etc.), unsurprisingly, makes all of its profit in a 3-month window.

Mar 21 •

Intuitive Surgical

The robot-surgery pioneer

Mar 16 •

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