[ALGN] Invisalign: Still the Clear Choice?

[GPN] Global Payments (preview)

[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste

Dayforce and Workday

A tour through HR and payroll processing software: part 2a (Rippling, Deel, UKG)

A tour through HR and payroll processing software part 1 (Paycor, PAYC, PCTY)

Cadence, Synopsys, and the Future of Chip Design

[MRVI] Maravai Lifesciences

[SNA – Snap-On] when brand meets distribution

what did Warren Buffett see in Simpson Manufacturing?

Building materials: part 2a (LPX, JHX)

$ALGN, $SDC - Brand, Scale Economies, And Vertical Integration

fat tail investing, never selling, $fergy, $wso

[ADS] Alliance Data Systems

Ep 9: Chewy, Zooplus

Episode 8 - GAIA: A Bridge Too Far

Episode 7 Media With Andrew Walker Of Rangeley Capital

Ep 6 (equipment Rentals, Scuttleblurb)

Ep 5 - Status, Standards, And Ratings With @BluegrassCap

Episode 4 (CNNE, CDAY)