Company Reports

Company Reports

From Co-ops to DAOs - by Marc Rubinstein
Mortgages are a manufactured product - Bits about Money
Consumerizing the private markets · Bessemer Venture Partners
TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung
The Valuation Arbitrage Keiretsu Model - The Diff
BNPLs: Businesses Needing Provided Legibility
TPG: A Tale in Five Trades - by Marc Rubinstein
Networks in Finance - Net Interest
The Amazon Empire Strikes Back – Stratechery
What is Liquidity Pool (LP) in DeFi? - The Babylonians
Tiger Global: How to Win | The Generalist
Prime Time in Crypto - by Marc Rubinstein - Net Interest
$MSFT | Microsoft and the Metaverse – Stratechery
How credit cards make money
A Nu Dawn, A Nu Day - by Marc Rubinstein
Discord: Imagine a Place - Not Boring
$RIVN | Rivian: The Most Remarkable Adventure - Not Boring
$FB | Minimally Extractive Meta - Not Boring
$NDSN | Nordson Corporation - Sure Dividend
Sequoia Productive Capital – Stratechery
SCIENCEIO - The Model of Everything - Not Boring
Big Tech Does Finance - by Marc Rubinstein - Net Interest
$FB | Facebook and the Dogfood Problem - The Diff
De-Globalizing Luxury - The Diff
No Time to Die: China Banks Edition - Net Interest
Absolute Unit - Not Boring
Globalized Talent and the Brand Grab - by Byrne Hobart - The Diff
$TSCO | Tractor Supply - Security Analysis
newsletterretailvalue
$SQ Square the next generation bank - analysis - UncoverAlpha
$V | Dee Hock, the Father of Fintech - Net Interest
newsletterfinancefintech
$RBLX | Roblox: An IPO in Memes | The Generalist
$TCS | Tinkoff, Russia’s Capital One - Net Interest
newsletterfintech
$UPST | Upstart - Jonah’s Top Growth Stocks
newsletterfintech
$TDOC | Teladoc Health: Reshaping Healthcare - richard_chu97
newsletterhealthcare
PLAID | Plaid's Quiet End Run - The Generalist
$SE | Sea Limited Summary Research Report - Seifel Capital
newsletterconglomerate
$U | Unity Software Summary Research Report - Seifel Capital Newsletter
Figma - Worth the Hype? Absolutely - Clouded Judgement
APIs All the Way Down - Not Boring
$TENCENT | Tencent's Manufacturing Strategy - ChinAI Newsletter
newsletterchina
$SQ | Square Valuation Model Points to Cash App’s Potential - Ark Invest
articlefintech
$PDD | Pinduoduo and Vertically Integrated Social Commerce - Turner’s Blog
$SKLZ | Skillz : Analysis and Insights - Septum Insights
$INTC | Intel Unleashed, Gelsinger on Intel, IDM 2.0 – Stratechery
$RELIANCE | Part II - From Oil to Jio - Keeping Up With India
newsletterconglomerate
$LMT | Lockheed Martin - Security Analysis
$PLTR | Palantir's Data Weapons - Benchmark
newslettersoftware
$STRIPE | Stripe: Platform of Platforms – Stratechery
articlefintech
$GE | Success Theater - MD&A
$NINTENDO | Nintendo: Infinite Games - The Generalist
PLAID | Inside Plaid's Pricing Strategy - Good Better Best
$SQ - Hip to Be Square - Net Interest
newsletterfintech
$C | Citi Never Sleeps - Net Interest
$SNAP | Company Deep Dive: SNAP - Musings by Mazwood
$OMC | Omnicom (OMC) - Security Analysis
newsletterecommerce
$SHW | Sherwin Williams - Security Analysis
newslettervalueretail
$PLTR | Palantir and the Chaos Dance - The Generalist
newslettersoftware
$PINS | Pinterest analysis: The social commerce disrupting e-commerce! - UncoverAlpha
newsletterecommerce
$PRCH | Porch Group - Jonah’s Best Growth Stocks
$TSLA | How Cathie Wood Beat Wall Street By Betting Tesla Is Worth More Than $1 Trillion
articletechnology
$MWK | Mohawk's e-Commerce Play - Benchmark
$RELIANCE | Part 2 - Reliance's Next Act - Not Boring
newsletterconglomerate
$TSM | TSMC Earnings - Mule’s Musings
newslettervalue
$PLTR | Palantir: Parallels With Microsoft, Potential Network Effects Underappreciated - Seeking Alpha
newslettersoftware
$U | Company Deep Dive: Unity Technologies - Musings by Mazwood
$RELIANCE | Part 1 - Reliance: Gateway of India - Not Boring
newsletterconglomerate
$SE | Sea Limited's World Conquest - Benchmark
newsletterecommerceconglomerate
$PRX | Prosus: A $ 1T Giant In The Making - Benchmark
$RELIANCE | Part I - Reliance: Origins - Keeping Up With India
newsletterconglomerate
$U | Unity is Manifesting the Metaverse - The Generalist