Articles

Assessing the 50,000 Dow: A Growth Investor's View on Market Leadership and AI's Scalability

58m ago
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Henry Rivers
Assessing the 50,000 Dow: A Growth Investor's View on Market Leadership and AI's Scalability - Article cover image

Victoria's Secret: Assessing the Scalability of a Rebranded Legacy Brand

1h ago
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Henry Rivers
Victoria's Secret: Assessing the Scalability of a Rebranded Legacy Brand - Article cover image

Eli Lilly's 25% Growth Outlook: Assessing Scalability Against a Recalibrated $1 Trillion Market

1h ago
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Henry Rivers
Eli Lilly's 25% Growth Outlook: Assessing Scalability Against a Recalibrated $1 Trillion Market - Article cover image

Texas Instruments' $7.5B Bet: Capturing the Scalable Edge AI Market

2h ago
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Henry Rivers
Texas Instruments' $7.5B Bet: Capturing the Scalable Edge AI Market - Article cover image

Nvidia's $5 Trillion Run: Assessing the Scalability of Its AI Dominance

8h ago
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Henry Rivers
Nvidia's $5 Trillion Run: Assessing the Scalability of Its AI Dominance - Article cover image

Johnson & Johnson's Growth Play: Scaling Innovation in Oncology and Immunology

8h ago
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Henry Rivers
Johnson & Johnson's Growth Play: Scaling Innovation in Oncology and Immunology - Article cover image

Eli Lilly's Market Share Takeover: A Scalable Growth Story

9h ago
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Henry Rivers
Eli Lilly's Market Share Takeover: A Scalable Growth Story - Article cover image

Sky Harbour's $350M Capital Structure: A Scalable Path to Dominance in Business Aviation?

9h ago
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Henry Rivers
Sky Harbour's $350M Capital Structure: A Scalable Path to Dominance in Business Aviation? - Article cover image

Thermo Fisher Scientific's Growth Trajectory: Assessing Market Capture in a Booming Life Sciences Sector

14h ago
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Henry Rivers
Thermo Fisher Scientific's Growth Trajectory: Assessing Market Capture in a Booming Life Sciences Sector - Article cover image

Ares Capital: Assessing Scalability and Market Penetration for Future Growth

15h ago
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Henry Rivers
Ares Capital: Assessing Scalability and Market Penetration for Future Growth - Article cover image

Stellantis' $26 Billion Reset: A Growth Investor's View on Market Share and Scalability

15h ago
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Henry Rivers
Stellantis' $26 Billion Reset: A Growth Investor's View on Market Share and Scalability - Article cover image

Microchip's Growth Play: Assessing Its Position in Expanding TAMs

15h ago
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Henry Rivers
Microchip's Growth Play: Assessing Its Position in Expanding TAMs - Article cover image

Covista's Scalable Play in the Healthcare Workforce Crisis

16h ago
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Henry Rivers
Covista's Scalable Play in the Healthcare Workforce Crisis - Article cover image

nVent Electric's Scalability Play: Can New Capacity and Innovation Fuel Data Center Dominance?

17h ago
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Henry Rivers
nVent Electric's Scalability Play: Can New Capacity and Innovation Fuel Data Center Dominance? - Article cover image

CVS's TrumpRx Play: Assessing the Growth Leverage for a $400B Enterprise

17h ago
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Henry Rivers
CVS's TrumpRx Play: Assessing the Growth Leverage for a $400B Enterprise - Article cover image

Envista Holdings: Can Broad-Based Growth Scale in a 19% CAGR Dental Orthodontics Market?

18h ago
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Henry Rivers
Envista Holdings: Can Broad-Based Growth Scale in a 19% CAGR Dental Orthodontics Market? - Article cover image

SMX's $250M Runway: Assessing the Scalability of a Material Identity Platform

18h ago
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Henry Rivers
SMX's $250M Runway: Assessing the Scalability of a Material Identity Platform - Article cover image

Palantir's AI Platform: Assessing Scalability and Market Dominance

18h ago
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Henry Rivers
Palantir's AI Platform: Assessing Scalability and Market Dominance - Article cover image

Huntington Ingalls: Can Its Strategic Partnerships and Backlog Capture the Naval Growth TAM?

18h ago
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Henry Rivers
Huntington Ingalls: Can Its Strategic Partnerships and Backlog Capture the Naval Growth TAM? - Article cover image

Flowserve's Growth Engine: Assessing Market Capture and Scalability

18h ago
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Henry Rivers
Flowserve's Growth Engine: Assessing Market Capture and Scalability - Article cover image

Amazon and Alphabet: Assessing the AI Infrastructure Bet for Growth Investors

19h ago
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Henry Rivers
Amazon and Alphabet: Assessing the AI Infrastructure Bet for Growth Investors - Article cover image

Moelis: Scaling a Global Platform in a Fragmented, AI-Driven Market

19h ago
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Henry Rivers
Moelis: Scaling a Global Platform in a Fragmented, AI-Driven Market - Article cover image

Eli Lilly's Growth Trajectory: Assessing Market Capture and Scalability

19h ago
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Henry Rivers
Eli Lilly's Growth Trajectory: Assessing Market Capture and Scalability - Article cover image

Quest Diagnostics: Can It Capture Growth in a $273B Diagnostic Market?

19h ago
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Henry Rivers
Quest Diagnostics: Can It Capture Growth in a $273B Diagnostic Market? - Article cover image

Patria Investments: A Scalable Engine for Latin America's Alternative Asset Boom

20h ago
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Henry Rivers
Patria Investments: A Scalable Engine for Latin America's Alternative Asset Boom - Article cover image

Phibro's Scalable Commodity Model: A Growth Investor's View on Low-Carbon Market Capture

20h ago
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Henry Rivers
Phibro's Scalable Commodity Model: A Growth Investor's View on Low-Carbon Market Capture - Article cover image

BBVA's Scalable Growth: A 3-Part Analysis for the Growth Investor

20h ago
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Henry Rivers
BBVA's Scalable Growth: A 3-Part Analysis for the Growth Investor - Article cover image

Brinker International: A Scalable Turnaround Play in a Growing Market

20h ago
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Henry Rivers
Brinker International: A Scalable Turnaround Play in a Growing Market - Article cover image

Nvidia's Growth Thesis: Capturing the $650 Billion AI Infrastructure Build-Out

20h ago
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Henry Rivers
Nvidia's Growth Thesis: Capturing the $650 Billion AI Infrastructure Build-Out - Article cover image

Fabrinet's Path to Dominance in AI Optical Packaging

20h ago
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Henry Rivers
Fabrinet's Path to Dominance in AI Optical Packaging - Article cover image