Business Breakdowns

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Napco Security Technologies
Manufacturing recurring revenue
May 30 • 
Ryan Reeves
9
Lululemon
Athleisure for the win
May 23 • 
Ryan Reeves
14
Spotify
The aggregator of sound
May 16 • 
Ryan Reeves
9
4
Walmart
The history of this amazing compounder
May 9 • 
Ryan Reeves
16
PayPal
The payments behemoth
May 2 • 
Ryan Reeves
10
2
April 2023
Alphabet
Is AI changing the game?
Apr 25 • 
Ryan Reeves
17
4
Adobe
The creative behemoth
Apr 18 • 
Ryan Reeves
18
4
Apple
The big, valuable Apple
Apr 11 • 
Ryan Reeves
19
2
Copart
An overlooked utility
Apr 4 • 
William
16
3
March 2023
Adyen
The Dutch payments mensch
Mar 28 • 
Ryan Reeves
5
Intuit
Intuit (creator of TurboTax, Quickbooks, etc.), unsurprisingly, makes all of its profit in a 3-month window.
Mar 21 • 
Ryan Reeves
8
Intuitive Surgical
The robot-surgery pioneer
Mar 16 • 
Ryan Reeves
13
3
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