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Oil and Gas Industry Notes
"If you really want to understand an industry, look at every company in that industry" - Stanle
23 hrs ago
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Ryan Reeves
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Oil and Gas Industry Notes
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Axon
Law enforcement multiplier
Jan 9
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Ryan Reeves
14
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Axon
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Paycom
How this payroll processor is betting on BETI and Richison
Aug 8, 2024
9
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Paycom
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3
AppLovin'
The adtech benefitting from AI and the failure of competition
Jul 8, 2024
14
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AppLovin'
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ADMA Biologics
A fascinating vertically integrated plasma pharma company
May 28, 2024
7
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ADMA Biologics
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MercadoLibre
A LATAM fintech and e-commerce juggernaut
Apr 23, 2024
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Ryan Reeves
7
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MercadoLibre
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Reddit
r/Memestocks
Mar 26, 2024
6
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Reddit
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Taiwan Semi
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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Ryan Reeves
7
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Taiwan Semi
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6
Duolingo
If you haven’t already, join 10,080 other business lovers and subscribe for free:
Feb 27, 2024
20
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Duolingo
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Kinsale Capital
Business Breakdowns
Feb 13, 2024
21
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Kinsale Capital
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4
The Trade Desk
The dominant DSP
Jan 9, 2024
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Ryan Reeves
17
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The Trade Desk
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E.L.F Beauty
Cosmetic fad or the real deal?
Dec 18, 2023
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Ryan Reeves
15
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E.L.F Beauty
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