Category Archives: [AXP] American Express

[BUR] Burford Capital

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

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[RR/LN] Rolls-Royce

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

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[BUR] Burford Capital

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

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[BUR] Burford Capital

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

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[TTD] The Trade Desk

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

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