Chipotle Mexican Grill (CMG) created a whole new model for fast-casual restaurants and many companies have tried to replicate the model with little success. The
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Rio Tinto recently acquired Arcadium Lithium for $6.7 billion at a valuation of nearly 18 times EBITDA, signaling a bullish outlook for the lithium industry.
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Asana is the Sanskrit word for the sitting meditation pose. Over the centuries the meaning of the word evolved to imply various yoga poses. Asana
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Zillow (Z, ZG): $51.54 Market Cap: $11.92B Enterprise Value: $10.30B Key Insights: COO Jeremy Wacksman succeeds co-founder Rich Barton as CEO, who remains on the Zillow Group
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TEGNA Inc. (TGNA) $16.27 Market Cap: $2.72B Enterprise Value: $5.49B Key Insights TEGNA is a media company that owns 64 television stations and reached 39%
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The circle of life for companies often involves an organic growth stage, followed by a series of acquisitions – sometimes complementary to the core business,
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Turnaround scenarios are known for their potential to yield impressive results, but it’s no easy feat to steer a company back on track once it’s
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“Our best track record is in restaurants. We’ve never lost money. We’ve only made a fortune, interestingly, investing restaurants.” There were many things that surprised
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Snowflake (SNOW): $163.04 Market Cap: $53.69 B Enterprise Value: $49.22 B Key Insights From NOW to SNOW, Frank Slootman’s career as CEO of ServiceNow and
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Well over a decade ago, I purchased a Roomba and for a few weeks we found it mildly useful. One day the Roomba jumped sensors
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Twilio (TWLO): $72.80 Market Cap: $13.28 B Enterprise Value: $10.62 B Key Insights Co-Founder Jeff Lawson resigns as Chief Executive Officer and steps down from
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More than two decades ago, during the depths of the bear market that followed the bursting of the dot-com bubble, U2 was touring the Pacific
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