Articles

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

3h ago
·
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

4h ago
·
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

4h ago
·
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?

4h ago
·
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

9h ago
·
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

10h ago
·
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

10h ago
·
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

10h ago
·
Henry Rivers
Microchip's Growth Play: Assessing Its Position in Expanding TAMs - Article cover image

Covista's Scalable Play in the Healthcare Workforce Crisis

11h ago
·
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?

12h ago
·
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

13h ago
·
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?

13h ago
·
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

13h ago
·
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

14h ago
·
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?

14h ago
·
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

14h ago
·
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

14h ago
·
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

14h ago
·
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

14h ago
·
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?

14h ago
·
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

15h ago
·
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

15h 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

15h 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

15h 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

15h 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

15h ago
·
Henry Rivers
Fabrinet's Path to Dominance in AI Optical Packaging - Article cover image

APi Group: Capturing the $150B Mandated Services Market

15h 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

15h 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

15h 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

15h ago
·
Henry Rivers
Reddit's AdTech Acquisition Strategy: Capturing Market Share in a $1.2 Trillion Digital Ad Market - Article cover image