GoodRx Holdings $GDRX Deep Dive

Executive Summary: GoodRx Holdings Inc. is a digital healthcare platform focused on making healthcare in the US more affordable. They run a website and app that allows users to compare prescription drug prices and access discounts at over 70,000 pharmacies. GoodRx also offers telemedicine consultations and comprehensive healthcare information. The company was founded in 2011…

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Samsara Inc. Deep dive and 2025 outlook $IOT

Company Overview Subtitle: The Connected Operations Cloud for the Physical WorldSamsara Inc. is a leading provider of IoT (Internet of Things) solutions designed for operations-heavy industries like transportation, logistics, construction, and manufacturing. The company offers a connected operations cloud that enables organizations to harness IoT data for safety, efficiency, and sustainability improvements. Samsara integrates sensors,…

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Lionsgate Studios Corp $LION Deep Dive

Executive Summary: Lionsgate Studios Corp. is a Canadian-American film and television production and distribution company. The company’s film division, Lionsgate Films, has released popular franchises such as “The Hunger Games”, “John Wick”, and “Saw”. Lionsgate Television is responsible for hit television series like “Mad Men”, “Weeds”, and “Orange is the New Black”. Lionsgate Studios also…

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Elastic deep dive and outlook $ESTC

1. Company Overview Elastic N.V. is a software-company best known for its flagship product, Elasticsearch, which allows users to ingest, store, search and analyze massive amounts of structured and unstructured data. It offers a broader stack — including Kibana for visualization, Beats and Logstash for data shippers and the “Elastic Stack” more generally.  The company calls…

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ON Semiconductor Corporation $ON Deep Dive

Executive Summary: ON Semiconductor Corporation is a leading provider of power and sensing solutions, focused on automotive and industrial applications. The company designs, manufactures, and markets a diverse portfolio of semiconductor components, including power management ICs, image sensors, and discrete power devices. ON Semiconductor plays a crucial role in enabling the electrification of vehicles, powering…

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Levi Strauss deep dive and 2025 outlook $LEVI

Company Overview Levi Strauss & Co. (Levi) is a global apparel company best known for its Levi’s® denim brand, along with ancillary brands such as Dockers® and more recently Denizen® and Signature by Levi Strauss. It designs, sources, markets, and distributes jeans, casual wear, and accessories for men, women, and children. Over recent years, Levi…

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Rapid7 Inc $RPD Deep Dive

Executive Summary: Rapid7 is a cybersecurity company founded in 2000 that offers a variety of solutions to help organizations manage their security posture. Their cloud-based platform, Insight, uses data and analytics to give businesses visibility into their IT environment, identify vulnerabilities, and automate security tasks. This allows security teams to collaborate with IT and development…

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Federal Express earnings review and deep dive 2025 outlook $FDX

FedEx Corporation is a global logistics, transportation, and courier services provider, offering a broad set of services including express air delivery, ground parcel services, freight, logistics, and supply chain solutions. The company operates a multi-modal network combining air, ground, and shipping modalities to serve both business and consumer customers. Over the years, FedEx has built…

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Verisk Analytics Inc $VRSK Deep Dive

Executive Summary: Verisk Analytics Inc. is a leading data analytics and technology company providing various industries with risk assessment and decision-support solutions. Its core expertise is leveraging advanced data analytics, scientific research, and deep industry knowledge to help clients mitigate risks, improve operational efficiency, and make informed decisions. Verisk serves a diverse range of customers,…

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Marriott International $MAR Deep Dive

Executive Summary: Marriott International is a leading global lodging company that operates, franchises, and licenses a vast portfolio of hotel, residential, and timeshare properties. It has grown into a multinational corporation with a diverse collection of brands, encompassing luxury, premium, and select-service accommodations. The company’s business model involves both managing and franchising hotels, and they…

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