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[BUR/LN – Burford Capital] Part 3: The short heard round the world

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[RR/LN – Rolls-Royce] Entry barriers, learning curves, and the hazards of complexity

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[BUR/LN – Burford Capital] Part 2: Investment returns and valuation

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[BUR/LN – Burford Capital] Part 1: Industry context and competitive advantages

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[TTD – The Trade Desk] A gorilla in ad tech?

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[TDG – TransDigm] Niches get riches

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[EVBG – Everbridge] The ERP of Enterprise Safety

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[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation

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