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Distribution Solutions Group [DSGR]
Emerging Scale
May 25, 2023
•
Ben Tewey
9
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April 2023
APi Group [APG]
Introduction I first heard of APi Group from my friend Market Euphoria, so let’s start by giving him a shoutout. You can find him on Twitter or his…
Apr 8, 2023
•
Ben Tewey
19
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March 2023
Richardson Electronics [RELL]
Caterpillars, Butterflies and Rising from Ashes
Mar 13, 2023
•
Ben Tewey
11
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2
December 2022
XPEL [XPEL]
Building an Ecosystem
Dec 19, 2022
•
Ben Tewey
14
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4
October 2022
eDreams ODIGEO [EDR.MC]
Playing a Different Game
Oct 16, 2022
•
Ben Tewey
7
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eDreams ODIGEO [EDR.MC]
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2
September 2022
Verra Mobility [VRRM]
The Opportunity Cost of Time Company
Sep 8, 2022
•
Ben Tewey
9
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6
August 2022
Domino's Pizza [DPZ]
Unit Economics Spinning the Flywheel
Aug 19, 2022
•
Ben Tewey
8
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2
Hingham Institution For Savings [HIFS]
How Buffett Would Run a Bank
Aug 19, 2022
•
Ben Tewey
3
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Hingham Institution For Savings [HIFS]
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Fair Isaac [FICO]
Switching Costs and the Metric System
Aug 19, 2022
•
Ben Tewey
1
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Fair Isaac [FICO]
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Callaway Golf [ELY]
Driving Value with a Corporate Makeover
Aug 19, 2022
•
Ben Tewey
2
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Callaway Golf [ELY]
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4
FranklinCovey [FC]
A Classic Good-Co Bad-Co
Aug 19, 2022
•
Ben Tewey
1
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FranklinCovey [FC]
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