Investment Thesis Rent the Runway (NASDAQ:RENT) delivers a very compelling and tightly woven narrative of how the second half of…
While most people are familiar with products like homeowners insurance, car insurance, and life insurance, you can insure pretty much…
Though overall profits have started to decline, revenue growth—and the promise of artificial intelligence—are boosting tech companies’ market value. Despite…
Readers of my articles will know by now that I love a good bit of research. This is for two…
Back in mid-March, I wrote an article on Pool Corporation (NASDAQ:POOL), saying that it was a great company but that…
Markets have been unforgiving to retail trading apps, but these three investing fintechs are bucking the trend. Reported by Jonathan…
Cofounder and Chief Operations Officer at SetSchedule. Resident tech guru. When an employee is going through personal difficulties like health…
This article is part of a series that provides an ongoing analysis of the changes made to Pershing Square’s 13F…
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