Companies & Capital
Business models, sectors, earnings, management, valuation, capital allocation, and companies as evidence of larger systems.
216 articles
Blackstone Sells Mileway For $ 24B
Mileway was formed by Blackstone in 2019 to store the portfolio of urban warehouses and dark kitchens owned by its European property funds in and near populated areas. Companies such as Amazon.com, Deliveroo and parcel delivery provider Deutsche Post rely on these so-called last-mile locations.
15 Feb 2022
Adyen: A Growth & Profits Story
Adyen, a Dutch payments processor, reported a 51% increase in core earnings in the second half of 2021, exceeding expectations and sending its stock price soaring.
10 Feb 2022
Peloton Has A New Leader
Peloton co-founder John Foley, who has overseen the firm for its entire 10-year history, is stepping down as CEO and will become executive chairman. Barry McCarthy, the former CFO of Spotify and Netflix, will take over as CEO and President of Peloton and join the board of directors.
08 Feb 2022
Constellation Software, A Tech Giant
Constellation Software is a software conglomerate based in Canada. The firm is based in Toronto, Canada. It is traded on the Toronto Stock Exchange and is a component of the S&P/TSX 60 index.
06 Feb 2022
Amazon Surprises, Meta Fades
Amazon's profit nearly doubled during the holiday season, thanks to better-than-expected labor and supply cost control, as well as advances in its cloud computing and advertising divisions.
04 Feb 2022
Estée Lauder, The Beauty Giant
The company was founded by Estée and Joseph Lauder in 1946 in New York. They started by selling only basic oils and skin solutions and opened their first department store account with Saks Fifth Avenue in Manhattan in 1948.
23 Jan 2022
Swissquote, The Rising FinTech Player
In 1990, Marc Bürki and Paolo Buzzi founded Marvel Communications SA, an enterprise that focused on financial software and web applications. Marvel would form the foundation for Swissquote (founded in 1996), an enterprise that promised to be the world’s most pioneering and intuitive online bank.
09 Jan 2022
Stock Pickers' Weak Performance
The January meme-stock mania and a rally in smaller and cheaper stocks boosted optimism that active investing would make a comeback this year. However, as the year comes to a close, most professional stock pickers are finding themselves at the same spot, again: lagging the S&P 500 index.
30 Dec 2021
Starboard Takes A 6.5% Stake In GoDaddy
activist investor Starboard Value LP has purchased a 6.5% interest in web services provider GoDaddy valued at around $800 million and accounting for around 10,000 shares. This became Starboard's largest holding.
28 Dec 2021
Dollar General, The Discount King
Founded by J.L. Turner and Cal Turner SR., the enterprise has grown into one of the leading retail enterprises in the United States. With over 17,000 stores across 46 states in the United States, DG delivers everyday low prices on frequently used and replenished products.
26 Dec 2021
Buy Now Pay Later Tumbles - Time To Buy?
Following the opening of an inquiry into the sector by the US consumer authority, shares of numerous "Buy Now, Pay Later" (BNPL) companies plummeted.
17 Dec 2021
LSE's Lackluster Performance
London's attempt to compete with New York by transforming its stock market into a refuge for fast-growing technology businesses is stumbling as trading volumes decrease and some big-ticket initial public offerings fail.
14 Dec 2021
Molten Ventures' Portfolio Value Jumps
The portfolio value of Molten Ventures, formerly Draper Esprit, has increased by 27% to £1.35 billion in the last six months, according to the London-listed tech venture capital firm.
08 Dec 2021
Rivian, A Bubble?
Rivian Automotive will go public on Wednesday, in what is believed to be one of the year's biggest IPOs. The stock is expected to open at $125 per share, implying a valuation of up to $107 billion and a 60 percent increase above its IPO price of $78 per share.
10 Nov 2021
Russian IPO Activity Ticks Up
As the global economy improves and fears about new Western sanctions recede, Russian IPO activity is heating up. By the end of the year, the Moscow Exchange aims to have 10 share listings.
25 Oct 2021
PayPal's $ 45B Bid For Pinterest
PayPal Holdings has made an offer to purchase digital pinboard site Pinterest Inc for $45 billion, a combination that may presage additional financial technology and social media mergers in e-commerce.
22 Oct 2021
Twitter Sells MoPub To AppLovin For $ 1.05B
MoPub was purchased by Twitter for $350 million in 2013 and will be sold for $1.05 billion in cash. According to Twitter, MoPub helped the business generate $188 million in revenue last year. Twitter had previously stated that it wanted to double its yearly revenue by 2023.
07 Oct 2021
Meesho, The Social Commerce Company Raises $ 570m
Meesho's valuation has more than doubled in less than six months to $ 4.9 billion, as a rising number of high-profile investors back the Indian social commerce business, which is growing rapidly despite the pandemic.
01 Oct 2021
Pinterest, Worth Buying?
Founded in March 2010 by Ben Silbermann, Evan Sharp, and Paul Sciarra, Pinterest has grown to become what it describes as “the world’s catalog of ideas.” As of June 2021, the platform had over 454 million users worldwide.
19 Sept 2021
MongoDB Shines
Founded in 2007, MongoDB has now become the most valuable open-source company. Through this model, the company puts its code available for free to third parties who then build their own solutions around the existing code.
14 Sept 2021