Business Breakdowns

Oil and Gas Industry Notes

"If you really want to understand an industry, look at every company in that industry" - Stanle

23 hrs ago •

Law enforcement multiplier

Jan 9 •

How this payroll processor is betting on BETI and Richison

Aug 8, 2024

The adtech benefitting from AI and the failure of competition

Jul 8, 2024

A fascinating vertically integrated plasma pharma company

May 28, 2024

A LATAM fintech and e-commerce juggernaut

Apr 23, 2024 •

Mar 26, 2024

Taiwan Semiconductor Manufacturing Company (TSMC) is the world's largest contract semiconductor manufacturer. Founded in 1987 by Morris Chang in…

Mar 12, 2024 •

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Feb 27, 2024

Kinsale Capital

Business Breakdowns

Feb 13, 2024

The dominant DSP

Jan 9, 2024 •

Cosmetic fad or the real deal?

Dec 18, 2023 •

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