Category Archives: [ELLI] Ellie Mae

[CACC] Credit Acceptance Corp

[CACC – Credit Acceptance Corp] Value in subprime auto

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[CDNS] Cadence [SNPS] Synopsys

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry and competitive positioning therein

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[AMT] American Tower [CCI] Crown Castle

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

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[MELI] MercadoLibre

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

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[SHOP] Shopify [WIX] Wix.com

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

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