Category Archives: [KMX] CarMax

[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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[TDG] TransDigm

[TDG – TransDigm] Niches get riches

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[EVBG] Everbridge

[EVBG – Everbridge] The ERP of Enterprise Safety

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[PANW] Palo Alto Networks

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

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