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Roku: Trojan Horse
"I think the addressable market is every TV household, we're #1, and our lead is growing" Anthony Wood
Jul 5, 2021
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Blind Squirrel
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Roku: Trojan Horse
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May 2021
Peloton: The antidote to laziness
“92% of fitness resolutions end within 6 weeks and our 12-month retention for our Peloton members is 93%” Jill Woodworth, Peloton CFO
May 24, 2021
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Blind Squirrel
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Peloton: The antidote to laziness
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April 2021
Etsy: The power of special
“The beauty is creating structure in a world that is highly unstructured” Josh Silverman, Etsy CEO 2020
Apr 22, 2021
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Etsy: The power of special
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March 2021
Netflix: Focus and execution
Is Netflix a threat? "It’s a little bit like, is the Albanian army going to take over the world?” "I don’t think so." Jeffery Bewkes, CEO Time Warner…
Mar 22, 2021
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Netflix: Focus and execution
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December 2020
Water Intelligence PLC: Firing on all cylinders
Water Intelligence is a plumbing-like services company leading a growing niche that operates both through corporate and franchise locations. This…
Dec 1, 2020
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javier
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Water Intelligence PLC: Firing on all cylinders
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October 2020
Cardlytics: Fintech walled garden
Cardlytics operates an advertising platform within financial institutions (FIs) digital channels that have access to anonymized purchase data of more…
Oct 28, 2020
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javier
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Cardlytics: Fintech walled garden
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