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A deep dive into Databricks, the $130B private company that helps enterprises collect, process, and analyze massive amounts of data, leveraging its unique academic origins and open-source approach to build a comprehensive data and AI platform that enables businesses to transform raw information into actionable insights.
Amadeus is a global travel IT infrastructure giant that provides critical technology services for airlines, hotels, and travel agencies, powering everything from booking systems to inventory management with a dominant market position and low-risk, inflation-linked revenue model.
Doximity is a digital workflow platform for healthcare professionals that offers a LinkedIn-like social network, productivity tools, and advertising opportunities, primarily serving pharmaceutical companies looking to reach doctors with targeted marketing.
GE Aerospace is a dominant jet engine manufacturer with a complex business model focusing on commercial and military engines, leveraging a highly profitable aftermarket services strategy across a long-cycle, technically challenging industry.
A deep dive into CompoSecure, a niche manufacturer of premium metal credit cards with an 80% market share, exploring its innovative manufacturing, strategic relationships with major card issuers, and potential growth under Dave Cody's leadership.
A deep dive into Amphenol, the global leader in electronic connectors and sensors, exploring its century-long history of innovation, decentralized business model, and critical role in enabling technological advancements across industries like automotive, aerospace, and AI.