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Growth

A collection of 3 posts
Fintech Featured

Square: Betting on Digital Wallets in the U.S.

A deep-dive on Square, specifically their Cash App product.
Mar 31, 2021 7 min read
Hospitality Featured

Airbnb: The Future of Experience

A deep-dive on Airbnb. The most coveted company in hospitality & tourism.
Mar 23, 2021 9 min read
Fitness Featured

Nautilus: Growth at 1x Sales

Deep-dive on longstanding industry leader in health & fitness products, Nautilus. Investment thesis predicated on their digital transformation.
Mar 8, 2021 13 min read
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