Semiconductor Series Part III: Chip Designers and Hyperscalers

Semiconductor Series, Part II : Foundries

Semiconductor Series - Part I

Vet Clinic Rollups

From Waste Management to WM: How an Industry Giant Came to Be

Amazon’s Whole Foods Acquisition

Big Oil Under Trump

AI in the Healthcare Market

The Darktrace Acquisition

The Spindrift Acquisition

OpenAI’s o3 Model is Fantastic

The TikTok Ban: How we got here, and what might happen next

Lesson from the Red Lobster Acquisition:

The Importance of Execution and Product Development in SaaS, The Anticlimactic Rise and Fall of Zuora

Nuclear Energy, and How the Mid-Market Can Get Involved On Both Fronts