Articles

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

1m ago
·
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

2m ago
·
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

2m ago
·
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

2m ago
·
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

2m ago
·
Henry Rivers
Fabrinet's Path to Dominance in AI Optical Packaging - Article cover image

APi Group: Capturing the $150B Mandated Services Market

3m ago
·
Henry Rivers
APi Group: Capturing the $150B Mandated Services Market - Article cover image

Chris Feuell's Dual Brand Leadership: A Test of Stellantis' Scalability in a Flat Market

3m ago
·
Henry Rivers
Chris Feuell's Dual Brand Leadership: A Test of Stellantis' Scalability in a Flat Market - Article cover image

Micron's HBM Scalability: Assessing the Path to Market Dominance

9m ago
·
Henry Rivers
Micron's HBM Scalability: Assessing the Path to Market Dominance - Article cover image

Reddit's AdTech Acquisition Strategy: Capturing Market Share in a $1.2 Trillion Digital Ad Market

10m ago
·
Henry Rivers
Reddit's AdTech Acquisition Strategy: Capturing Market Share in a $1.2 Trillion Digital Ad Market - Article cover image

Corning's Optical Dominance: Assessing the Path to $11B in New Sales

19m ago
·
Henry Rivers
Corning's Optical Dominance: Assessing the Path to $11B in New Sales - Article cover image

Pagaya's AI Platform: Assessing Scalability and Market Capture

27m ago
·
Henry Rivers
Pagaya's AI Platform: Assessing Scalability and Market Capture - Article cover image

Nvidia's Growth Engine: Scaling the AI Infrastructure Build-Out with OpenAI

28m ago
·
Henry Rivers
Nvidia's Growth Engine: Scaling the AI Infrastructure Build-Out with OpenAI - Article cover image

Philip Morris's Path to Dominating the Future Nicotine Market

36m ago
·
Henry Rivers
Philip Morris's Path to Dominating the Future Nicotine Market - Article cover image

Cloudflare's Q4 Earnings: Assessing the AI Growth Engine and $3B Run Rate Path

1h ago
·
Henry Rivers
Cloudflare's Q4 Earnings: Assessing the AI Growth Engine and $3B Run Rate Path - Article cover image

Consumer Staples: A Growth Story in Disguise?

1h ago
·
Henry Rivers
Consumer Staples: A Growth Story in Disguise? - Article cover image

Pfizer's 2026 Catalysts: Assessing Its Shot at a $150B Obesity Market and Oncology Leadership

1h ago
·
Henry Rivers
Pfizer's 2026 Catalysts: Assessing Its Shot at a $150B Obesity Market and Oncology Leadership - Article cover image

TE Connectivity's Scalability Play: Capturing Growth in EVs, AI, and Automation

2h ago
·
Henry Rivers
TE Connectivity's Scalability Play: Capturing Growth in EVs, AI, and Automation - Article cover image

ECARX's Scalability Play: Assessing Its Full-Stack Tech for Global Market Capture

2h ago
·
Henry Rivers
ECARX's Scalability Play: Assessing Its Full-Stack Tech for Global Market Capture - Article cover image

Verizon's Growth Play: Assessing the Scalability of Its Broadband and AI Pivot

3h ago
·
Henry Rivers
Verizon's Growth Play: Assessing the Scalability of Its Broadband and AI Pivot - Article cover image

Roblox's Growth Engine: Scaling User Engagement to Capture a 10% Gaming Market

3h ago
·
Henry Rivers
Roblox's Growth Engine: Scaling User Engagement to Capture a 10% Gaming Market - Article cover image

Akamai's Edge Dominance: Capitalizing on the $100B+ AI and Sovereign Cloud Growth Wave

3h ago
·
Henry Rivers
Akamai's Edge Dominance: Capitalizing on the $100B+ AI and Sovereign Cloud Growth Wave - Article cover image

CIMG's $124M Computing Power Push: A Growth Investor's View on TAM and Scalability

4h ago
·
Henry Rivers
CIMG's $124M Computing Power Push: A Growth Investor's View on TAM and Scalability - Article cover image

Amazon's $200 Billion AI Bet: Can E-commerce Growth Fund the Future?

4h ago
·
Henry Rivers
Amazon's $200 Billion AI Bet: Can E-commerce Growth Fund the Future? - Article cover image

Zoetis: A Scalable Play on the Expanding Pet Care TAM

5h ago
·
Henry Rivers
Zoetis: A Scalable Play on the Expanding Pet Care TAM - Article cover image

Valmet's Path2Zero Win: Assessing the Scalability of a Decarbonization Analytics Bet

5h ago
·
Henry Rivers
Valmet's Path2Zero Win: Assessing the Scalability of a Decarbonization Analytics Bet - Article cover image

Once Upon a Farm: Assessing the IPO's Growth Trajectory in a Competitive Organic Market

5h ago
·
Henry Rivers
Once Upon a Farm: Assessing the IPO's Growth Trajectory in a Competitive Organic Market - Article cover image

News Corp's Growth Engines: Assessing Digital, AI, and Real Estate Scalability

5h ago
·
Henry Rivers
News Corp's Growth Engines: Assessing Digital, AI, and Real Estate Scalability - Article cover image

VRU Detection: A Scalable Growth Engine for the 2026 Regulatory Wave

5h ago
·
Henry Rivers
VRU Detection: A Scalable Growth Engine for the 2026 Regulatory Wave - Article cover image

Assessing AWS's Scalability: The $200 Billion Bet on AI Market Dominance

5h ago
·
Henry Rivers
Assessing AWS's Scalability: The $200 Billion Bet on AI Market Dominance - Article cover image

AFRM Q4 2025: Diversification and Product Expansion Fueling Scalable Growth

5h ago
·
Henry Rivers
AFRM Q4 2025: Diversification and Product Expansion Fueling Scalable Growth - Article cover image