Adobe Deep Dive
This company has brought much joy for fans of memes and its shareholders.
Mastercard Research Report
The classic compounder.
Alphabet Research Report
Alphabet is the parent company of Google and they make money primarily through three ways: (1) Advertising revenue accounts for the lion share of their revenue. This comes from the…
Basic Fit Research Report
The leading low-cost gym operator in Europe.
Netflix: The Streaming Giant
How did Netflix defeat Blockbuster, grow to over 200M subscribers, and will they survive increasing competition?
Amazon: The Ultimate Spawner
Amazon’s Research Report (Paywalled)
Monday.com Deep-Dive: Work OS
Roy Mann, CEO of Monday.com (“Monday”) believes that the next phase of software will be focused on giving users the power to create software that fits their needs.
Alibaba Deep-Dive Part II
Deep dive into Ant Financial, regulations and valuation of Alibaba.
Alibaba Deep Dive
Deep dive into Alibaba’s e-commerce and cloud business.
Crowdstrike Deep Dive
Crowdstrike has been an absolute beast of a company, and they execute well on all metrics: revenue growth, improving operating margins, free cash flow, a fast time-to-value, low churn rate…
Sea Limited Deep-Dive Part 3: SeaMoney
SeaMoney is the final piece to Sea Limited’s deep dive and it is more than an important piece of the puzzle for Sea Limited’s eCommerce ambitions.
Southeast Asia is extremely underbanked…
Sea Limited Deep-Dive Part 2: Shopee
Topkopedia launched in 2009, Lazada in 2012, and Shopee is the latest eCommerce platform to enter the region in 2015. Despite being the latest entrant, Shopee swooped in and took…