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Research Reports

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Tag: Research Reports

ServiceNow Deep Dive, Part 2: AI, Financials, and What I’m Doing

ServiceNow Deep Dive, Part 1: Understanding the Business

MercadoLibre: Can Shopee Break It? (Part 3)

January 9, 2026

MercadoLibre Part 2: The Flywheel

January 2, 2026

MercadoLibre Part 1: How They Survived When 80+ Competitors Failed

December 12, 2025

Booking’s $9 Billion Float: The Hidden Cash Engine

October 17, 2025

Booking Holdings: The Travel Stock That Thrived When Travel Collapsed

October 3, 2025

The Trade Desk: From Unstoppable to Uncertain

The Trade Desk: Navigating Advertising’s New Complexity

Trip.com Group Deep-Dive

October 17, 2024

Is Celsius Losing Its Fizz?

September 19, 2024

Domino’s Deep-Dive

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