Flywheel Economics
What’s the reason behind Mercado Libre’s sensational winning streak.
Steering a Big Shop
A low-cost retailer’s expensive valuation.
Spotify – Scales Practice
Are there limits to Spotify’s growth?
Amazon – AI and Beyond
What else is driving Amazon?
Microsoft – On OpenAI Watch
What do Microsoft’s recent results suggest about the risks associated with OpenAI?
Precision is Expensive
Why does Intuitive Surgical trade at an expensive valuation?
TSMC – Disciplined Growth
How is TSMC making the AI growth story possible?
Game of Bids
Will the acquisition of Warner Bros Discovery be different this time?
Alibaba – A Chinese Streamlined Model
How one of China’s greatest business success stories is revitalising itself for growth.
Nvidia – Bubble or Brilliant?
Let’s cut through the noise around Nvidia’s recent results.