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Robinhood
The upside of payment for order flow
Jun 24, 2025
•
Ryan Reeves
14
2
Carvana
Amazon of cars
May 27, 2025
•
Ryan Reeves
13
2
1
FICO
Pricing power like crazy
Apr 30, 2025
•
Ryan Reeves
23
1
2
Oil and Gas Industry Notes
"If you really want to understand an industry, look at every company in that industry" - Stanle
Mar 25, 2025
•
Ryan Reeves
7
Axon
Law enforcement multiplier
Jan 9, 2025
•
Ryan Reeves
14
Paycom
How this payroll processor is betting on BETI and Richison
Aug 8, 2024
9
3
AppLovin'
The adtech benefitting from AI and the failure of competition
Jul 8, 2024
14
1
ADMA Biologics
A fascinating vertically integrated plasma pharma company
May 28, 2024
7
MercadoLibre
A LATAM fintech and e-commerce juggernaut
Apr 23, 2024
•
Ryan Reeves
7
Reddit
r/Memestocks
Mar 26, 2024
6
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
•
Ryan Reeves
7
6
Duolingo
If you haven’t already, join 10,080 other business lovers and subscribe for free:
Feb 27, 2024
20
1
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