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Resilience Series Part 2: Lotus Bakeries
Studying Edelweiss Holdings to learn more about resilience
Sep 19
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Ryan Reeves
13
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Resilience Series Part 2: Lotus Bakeries
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Resilience Series Part 1: TFF Group
Studying Edelweiss Holdings to learn more about resilience
Sep 12
•
Ryan Reeves
24
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Resilience Series Part 1: TFF Group
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Evolution Gaming
Hitting the jackpot with a capital light compounder
Sep 5
•
Ryan Reeves
21
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Evolution Gaming
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1
August 2023
Shopify
Thinking logically about logistics
Aug 22
•
Ryan Reeves
23
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Shopify
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Xpel
Protection film superstar
Aug 8
•
Ryan Reeves
13
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Xpel
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July 2023
Samsara
The IoT disruptor
Jul 25
•
Ryan Reeves
19
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Samsara
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Celsius
The energy drink up-and-comer
Jul 11
16
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Celsius
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June 2023
Procore
A construction tollbooth
Jun 27
•
Ryan Reeves
17
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Procore
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IRadimed
A clear leader in MRI compatible devices
Jun 20
•
Ryan Reeves
11
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IRadimed
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4
Manhattan Associates
Sticky supply chains
Jun 13
•
Ryan Reeves
13
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Manhattan Associates
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4
May 2023
Napco Security Technologies
Manufacturing recurring revenue
May 30
•
Ryan Reeves
12
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Napco Security Technologies
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Lululemon
Athleisure for the win
May 23
•
Ryan Reeves
16
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Lululemon
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