Nicolas-Darvas Breakouts
From Switch Manufacturer to Super-Network: Why Arista Networks is Leading Hyperscalers into the Future
Arista Networks is a provider of networking equipment that primarily sells Ethernet switches and software...
TeraWulf: From Bitcoin Miner to AI Player – how the Google Deal is Transforming the Company
TeraWulf's transition to HPC hosting proves successful: The company secured a $3.7 billion contract...
Power, Connectors, Growth: How Bel Fuse Benefits from the Electrification of the World
Bel Fuse is not just a pure chip manufacturer, but specializes in essential components for high-growth...
Office Market in Transition: Can Paramount Group Benefit from the Return to Office?
Paramount Group focuses exclusively on the acquisition and management of high-quality Class A office...
Sphere Entertainment: When Entertainment is Elevated to the Next Level
The main attraction of Sphere Entertainment is the Sphere in Las Vegas, a state-of-the-art entertainment...
ITT Inc.: A Still Unknown Beneficiary of Electrification and Global Infrastructure Expansion
ITT's business model is characterized by its diversification across various end markets and its focus...
Mercury Systems: High-Tech Partner for Defense and Aerospace
Mercury Systems is not a broadly diversified technology company, but a highly specialized provider...
Winmark Corporation: How a Secondhand Empire is Disrupting Retail
Winmark is perfectly positioned to benefit from global trends in sustainability, the circular economy,...
Tenet Healthcare: How the Reorientation Towards Outpatient Services Drives Growth
Tenet Healthcare has successfully transformed from a pure hospital operator to a diversified healthcare...
The Renaissance of Wynn Resorts: How the Casino Giant Benefits from the Recovery in Macau
Wynn Resorts is a leading provider of luxury resorts that is strategically moving away from complete...
Independence is the new Gold: Evercore and the Future of Elite Investment Counselling
Evercore is an independent investment bank that derives most of its revenue from financial advisory...
Preformed Line Products: The Invisible Infrastructure Winner – why the Company Benefits from Global Megatrends
The company benefits from the global need to modernize aging power grids and expand fiber optic networks....
Newmark: Why the Company Could be a Winner in the Transformation of the Real Estate Industry
Newmark is a leading, diversified services and technology company in the commercial real estate sector....
Vital Farms: Animal Welfare and Sustainability Drive the Stock Higher
Vital Farms benefits from a strong business model based on animal welfare and sustainability. The...
Not Just Rental Income: How United Rentals is Expanding Its {[Competitive Advantage in the Construction Business]}
United Rentals is the largest beneficiary of the massive infrastructure investments in North America,...
Artivion: Innovation at Heart – How the MedTech Company is Conquering the Market for Aortic Diseases
Artivion specializes in the treatment of aortic diseases, a market that is becoming increasingly important...
Warby Parker: Between Growth and Profitability
Warby Parker is an online retailer of glasses for men and women, specializing in the sale of eyewear...
BridgeBio in Focus: Diversification as a Recipe for Success in the Fight Against Genetic Defects
BridgeBio Pharma is a biotechnology company focused on the discovery, development, testing, and provision...
Oshkosh Corporation: How Innovations and Defense Contracts Drive Growth
Oshkosh is the leading manufacturer of access equipment, specialty vehicles, and military trucks....
How CECO Environmental Helps Companies Go Greener – and Grows in the Process
CECO Environmental is a leading, diversified industrial company specializing in environmental technologies....
TD SYNNEX: The Underrated IT Giant Enormously Benefits From Advancing Digitization
The company acts as a central aggregator and intermediary in the global IT ecosystem by connecting...
MYR Group: an Infrastructure Giant on the Rise
Essentially, the company is responsible for transporting electricity from where it is generated to...
Boot Barn: How the Western Giant is Growing in E-Commerce and With Private Labels
Boot Barn Holdings is the largest retailer of western and workwear in the USA. The company offers...