A Primary Research platform for long-term fundamental investors.
Joined October 2015
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Mar 31
we're hiring software engineers - if you're interested in building AI tools to institutional investors learn about businesses, please reach out.
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former DSM-Firmenich president on why a fragrance takes years to make but seconds to copy $DSFIR
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Jun 13
former head of supply chain at coupang on why $CPNG turns inventory faster than amazon
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Jun 13
former SVP at fannie mae on why $FICO is wired into every mortgage securitization model
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Jun 13
Former Google Search Product Manager at Alphabet on why partners fear feeding the platform ($GOOG)
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Jun 13
former procurement exec at soitec on $SOI's 100% photonics wafer share and shin-etsu lock-in
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Jun 12
Former Square enterprise AE on competing with $TOST: 25% higher total cost of ownership
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Jun 12
Former Director of Content, SEA & Australia at Netflix on why data depth is the real edge ($NFLX)
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Jun 12
Former Workiva Customer Success Director on 5% gross erosion, zero net dollar loss ($WK)
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Jun 11
former Clinica Baviera exec on why brand, not the doctor, drives surgery conversion $CBAV
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Jun 11
former SAP revenue chief on why ripping out $SAP is a heart transplant, not a skin graft
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Jun 11
former Advantest test strategist on why power supply, not price, wins GPU test sockets $ATEYY
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Jun 10
former netflix director of original film on $NFLX: distribution, not budget, is the moat
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Jun 10
former us forest service officer on $PRM's exclusive 5-year federal retardant contract
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Jun 10
former GE Vernova FP&A leader on $GEV's 40-60% margin service lock-in on H-class turbines
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