204 Épisodes

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

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

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

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

    Publié: 05/10/2022
  5. Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN

    Publié: 27/09/2022
  6. Burford Capital & Litigation Case Origination

    Publié: 22/09/2022
  7. Weekly Update: Fever Tree Gross Margins, SAP, Watsco, & WINE

    Publié: 20/09/2022
  8. Weekly Update: Windows vs Linux Workloads, Invisalign Brand, Spirax, UK Used Cars, SLM

    Publié: 06/09/2022
  9. Oxford Cryosystems: Selling to Judges Scientific PLC

    Publié: 27/08/2022
  10. Weekly Update: GCP, Azure, AWS, ASSA ABLOY, ODFL, Adyen, Spirax Sarco

    Publié: 23/08/2022
  11. Weekly Update: Universal Music, Burford Capital, Cogent, Wayfair CastleGate, & ODFL

    Publié: 17/08/2022
  12. Weekly Update: OneWater Marine, Temenos, Twilio, Adyen, Acast, Cytek Biosciences

    Publié: 08/08/2022
  13. Weekly Update: SNOW vs Redshift, ODFL, Spirax Sarco, Guidewire, & Cytek

    Publié: 03/08/2022
  14. Cytek Biosciences: Full Spectrum Flow Cytometry

    Publié: 31/07/2022
  15. Snowflake, Redshift, & AWS Partner Program

    Publié: 27/07/2022
  16. Investor Dialogue: Judges Scientific

    Publié: 14/07/2022
  17. Naked Wines: FY22 Results and Reflections

    Publié: 12/07/2022
  18. Wix, Shopify, & Selling to Agencies

    Publié: 30/06/2022
  19. Judges Scientific, Geotek, & GDS Instruments

    Publié: 31/05/2022
  20. Wix and Squarespace: Agency Partner Programs

    Publié: 25/05/2022

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