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Robinhood
The upside of payment for order flow
Jun 24, 2025 • Ryan Reeves
Carvana
Amazon of cars
May 27, 2025 • Ryan Reeves
FICO
Pricing power like crazy
Apr 30, 2025 • Ryan Reeves
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
Axon
Law enforcement multiplier
Jan 9, 2025 • Ryan Reeves
Paycom
How this payroll processor is betting on BETI and Richison
Aug 8, 2024
AppLovin'
The adtech benefitting from AI and the failure of competition
Jul 8, 2024
ADMA Biologics
A fascinating vertically integrated plasma pharma company
May 28, 2024
MercadoLibre
A LATAM fintech and e-commerce juggernaut
Apr 23, 2024 • Ryan Reeves
Reddit
r/Memestocks
Mar 26, 2024
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
Duolingo
If you haven’t already, join 10,080 other business lovers and subscribe for free:
Feb 27, 2024
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