Companies & Capital
Business models, sectors, earnings, management, valuation, capital allocation, and companies as evidence of larger systems.
216 articles
XP Inc. Brazil's Secret Robinhood
XP Inc. is a Brazilian investment management company with retail offerings, brokerage and issuers services to institutional and corporate clients
30 Jun 2021
SoFi, The AWS Of FinTech
Social Finance, Inc. is a FinTech startup whose initial goal was to help solve the student debt crisis by giving student access to lower loan rates than federal standards.
30 Jun 2021
Gamesys,The Under-Hyped Gamble
Gamesys is an online gaming holding company that addresses various gambling segments through a focused and multi-brand portfolio
30 Jun 2021
Prosus, A $ 1T Giant In The Making
Prosus is one of the 10 largest consumer internet groups in the world, a holding company that regroups public and private companies.
30 Jun 2021
Enthusiast Gaming, A 133% Growth Monster
Enthusiast Gaming is a Canadian digital media company that specialises in video game journalism and esports. It posted a 133% growth in revenue in Q2 2020
30 Jun 2021
Tremor, The Unknown AdTech Champion
Marimedia is an advertising technology company that leverages consumer data to help advertisers spread their ads and reach consumers in a more efficient way
30 Jun 2021
Li Ning, In Nike's Footsteps
Li Ning is a Chinese sportswear and sports equipment company that has research and development, design, manufacturing, distribution and retail capabilities, and a network of over 7,000 shops in China
30 Jun 2021
LiveChat, The Hidden Growth Monster
LiveChat is a Software as a Service company that enables businesses to add chatbots and live communications features directly on their website
30 Jun 2021
LVMH, Luxury's Growth Champion
LVMH is a French luxury conglomerate that has grown through an aggressive acquisition strategy, transforming it into the largest luxury group
30 Jun 2021
Coupang, The South Korean Champion
Coupang is a South Korean e-commerce company that made headlines for its Rocket Delivery services which deliver fresh items and products to customers in one day.
30 Jun 2021
Hyper Growth, AdTech With Digital Turbine
Digital Turbine is an advertising technology (AdTech) company with a mission to simplify content discovery by delivering it directly to the device.
30 Jun 2021
FanDuel, The Better DraftKings?
Flutter Entertainment is a bookmaking holding company formed by the merger of Paddy Power and Betfair, as well as the subsequent acquisition of The Stars Group.
30 Jun 2021
DigitalOcean, The Best Cloud Solution?
DigitalOcean, Inc. is a cloud computing company offering, arguably, the best cloud solution globally. Developers use DigitalOcean's cloud services to deploy and scale applications.
30 Jun 2021
Coursera, Education Revolution
Coursera is an education revolution, working with universities and organizations to offer online courses, certifications and degrees in computer science, business, arts, writing and many other subjects.
30 Jun 2021
Kambi, The 76% Growth Monster
Kambi Group PLC is a B2B provider of sports betting services offering a software platform with front end user interface, odds compiling, customer intelligence and risk management.
30 Jun 2021
PubMatic, Just Another AdTech Player?
Founded in 2006, PubMatic has grown to become one of the world's leading Supply-Side Platform (SSP), a force to be reckoned with in the AdTech space
30 Jun 2021
Kaspi, The Super-App You Should Bet On?
Founded in 1997 by Vyacheslav Kim. With its headquarters in Kazakhstan, it has grown to become the country’s leading payments and e-commerce player- a super-app that you should bet on.
30 Jun 2021
Skillz, True Champion Or Illusion
Skillz provides a platform that turns any mobile game on iOS and Android into one you can play with other players (friends and strangers).
30 Jun 2021
ZhongAn, The Chinese Lemonade
ZhongAn is a Chinese online-only insurance company that started by selling a shipping return insurance to Alibaba and Tmall merchants.
30 Jun 2021
Opendoor, Real Estate Revolution?
Opendoor is an online real estate company that is changing the industry by using technology and data to drive its operations
30 Jun 2021