Investment Insights
Minimalist research logs for high-conviction ideas. Focus on the core thesis, ignore the noise.
All3D Printing3D Printing / Additive Manufacturing3D Printing / Industrial Tech3D Printing/Industrial3D Printing/Industrial Tech3D Printing/ManufacturingAccounting and Professional ServicesAdTech / MediaAdditive ManufacturingAerospace and ManufacturingAnimal HealthApparel & RetailArtificial IntelligenceAsset ManagementAsset Management / Closed-End FundAutomotive Services / FranchisingBiotechnologyBroadcast TechnologyCannabis ProductionCar RentalClean TechnologyCloud Computing / SoftwareCloud InfrastructureCommercial Real Estate LendingConglomerateConglomeratesConstruction MaterialsConsulting Engineering / Inspection ServicesConsumer Electronics & AppliancesConsumer Goods / LuxuryConsumer StaplesConsumer Staples / Nutritional SupplementsData Analytics & AI SoftwareData Analytics & Enterprise SoftwareData Analytics and AI SoftwareData Analytics and Enterprise AIDigital Asset TreasuryDigital Assets / Financial ServicesFinancial Services / Capital MarketsFinancial Services / FintechFinancial Services / IT ServicesFinancial Services / PaymentsFintechFintech / Precious MetalsFintech/SaaSFood ProductsGamingGeneral IndustrialsGeneral/DiversifiedGeneral/UnknownHealth InsuranceHealthcare Equipment & Supplies / ContainmentHealthcare Equipment & Supplies / RoboticsHealthcare Provider / Medicare AdvantageHotels, Restaurants & Leisure / GamingHotels, Restaurants & Leisure / HospitalityHotels, Restaurants & Leisure / Online Sports BettingHotels, Restaurants & Leisure / TimesharesIndustrial Gases & HealthcareIndustrial Gases and HealthcareIndustrial/DiversifiedInsuranceIntegrated Oil & GasIntegrated Oil and GasInteractive Media & ServicesMachinery / Industrial PartsManufacturingMarine TechnologyMaritime ShippingMaritime Shipping / Energy LogisticsMedia / EntertainmentMedia / Entertainment / StreamingMedia / Telecom ServicesOil & Gas / Land RoyaltyOil & Gas / Propane DistributionOil and GasOnline Gambling / iGamingPayments & SaaSPayments / SaaSPayments/SaaSPrecious MetalsPrecious Metals MiningPrecision EngineeringProfessional Services / Testing LabsQuick Service Restaurant (QSR)Real Estate / Internet ServicesReal Estate / Land Banking REITReal Estate / Office REITRental CarRental CarsRetailRidesharingSaaS / PaymentsSemiconductorsSocial Media & AISocial Media / TechnologySoftwareSoftware / CybersecuritySoftware / Healthcare TechnologySoftware / Internet ServicesSoftware / PaymentsSoftware / SaaSSpecialized TechSpecialty RetailStreaming MediaTelecom ServicesTelecom Services / Fiber InfrastructureTimber REITUranium MiningVehicle RentalVideo GamesWholesale Distribution
Recent Analysis
The world's largest pool equipment distributor, holding a competitive advantage through its massive distribution network and a high percentage of non-discretionary maintenance revenue.