For decades, “Intel Inside” was synonymous with computing dominance, shaping the backbone of PCs, data centers, and enterprise systems worldwide. However, in recent years, the
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We started our October 2023 article discussing the sudden departure of Unity Software’s CEO John Riccitiello as follows: “Communication, in all its myriad formats, is
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Ulta Beauty (ULTA): $404.06 Market Cap: $18.73B EV: $20.69B Ulta Beauty has established itself as a leading name in U.S. beauty retail, offering an extensive
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Real estate investors that don’t want to deal with the hassle of managing properties themselves have the option to get exposure through publicly traded real
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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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