JP Morgan and the Fortress Balance Sheet
What stressors does JP Morgan see in the economy and how are they positioned.
Balancing the Scale
What are some of the challenges and opportunities companies face when they are already large
Making Lululemon-ade
Growth in uncertain times, how is Lululemon investing for the future?
Wal-smart
Find out how Walmart has been able to consistently keep their prices low in order to gain market share.
Shoprite-aholics
Gaining market share in a sluggish economy. How does Shoprite do it?
Snowflake – Trying to be a Snowball
Find out what challenges and opportunities face Snowflake as they try adapt to a more generative AI focussed world.
Nvidia – Fear of Missing Out
What questions are we asking about AI and Nvidia
ON Top of It
Rodger Federer, growing revenues, and expanding margins. Let’s dive into sports apparel brand ON’s recent success.
Novo – Lilly: Building Capacity
Find out how Eli Lilly and Novo Nordisk have been dealing with the demand for their obesity drugs.
Mega Caps’ Big Week
Catch up on the results of 5 Mega Cap US stocks