204 Episodes

  1. Weekly Update: Halma, SDI Group, Judges Scientific, Confluent, Livechat, ONEW, Porch Group

    Published: 10/19/2022
  2. SDI Group: Niche Manufacturing Serial Acquirer

    Published: 10/16/2022
  3. Weekly Update: Costco's International Opportunity, GCP, Databricks, Cogent Communications

    Published: 10/11/2022
  4. Weekly Update: Elevator Maintenance Margins, AMZN Retail, OKTA vs MSFT E5, HashiCorp, ESTC

    Published: 10/5/2022
  5. Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN

    Published: 9/27/2022
  6. Burford Capital & Litigation Case Origination

    Published: 9/22/2022
  7. Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE

    Published: 9/20/2022
  8. Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM

    Published: 9/6/2022
  9. Oxford Cryosystems: Selling to Judges Scientific PLC

    Published: 8/27/2022
  10. Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco

    Published: 8/23/2022
  11. Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL

    Published: 8/17/2022
  12. Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences

    Published: 8/8/2022
  13. Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek

    Published: 8/3/2022
  14. Cytek Biosciences: Full Spectrum Flow Cytometry

    Published: 7/31/2022
  15. Snowflake, Redshift, & AWS Partner Program

    Published: 7/27/2022
  16. Investor Dialogue: Judges Scientific

    Published: 7/14/2022
  17. Naked Wines: FY22 Results and Reflections

    Published: 7/12/2022
  18. Wix, Shopify, & Selling to Agencies

    Published: 6/30/2022
  19. Judges Scientific, Geotek, & GDS Instruments

    Published: 5/31/2022
  20. Wix and Squarespace: Agency Partner Programs

    Published: 5/25/2022

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