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Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams
Scaled Economics Shared
Dec 15, 2023
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310 Value
14
2
Latest
Top
Discussions
eDreams: Disproving the Bears and Regaining Credibility
Business Model is Intact and Management is Hoovering Up the Stock
May 30
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310 Value
17
4
An Open Letter to the TPL Board
Dear Members of the Board of Directors:
Apr 22
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310 Value
30
4
6
First Takes on GFL's Acquisition of Secure
Implications for GFL and the Produced Water Industry
Apr 13
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310 Value
27
1
1
Water and Power: The Dual Engines Driving LandBridge’s Explosive Growth
Thoughts Following LandBridge's Inaugural Analyst Day
Mar 26
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310 Value
38
2
Two Companies Marked Safe from the SaaS Apocalypse
LandBridge and Texas Pacific are not only safe, but are likely AI beneficiaries.
Feb 28
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310 Value
32
4
5
The Devon / Coterra Merger is Good News for WaterBridge and LandBridge
On Monday, it was announced that Devon Energy and Coterra Energy will merge, with an expected close in the second quarter of this year.
Feb 5
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310 Value
27
1
Ryanair’s €256M Fine May Be Tip of The Iceberg
Italian Competition Authority Discovered a Possible Breach of Fiduciary Duty by the CEO
Jan 28
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310 Value
10
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Analyzing Good Businesses
Compounding Quality
Elevator Pitches
Editor, Elevator Pitches
Lewis Enterprises
Hunter
The Curiosity Chronicle
Sahil Bloom
The Bear Cave
Edwin Dorsey
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