Inside Generac's two businesses: a lead-gen machine for homeowners and a fast-growing supplier to the data center buildout.
91 rigs are working on their land right now and they hired none of them.
NVR loaded up on land, went bankrupt and came back with the opposite land acquisition strategy.
Winmark is the combination of two powerful business types: franchising and two-sided marketplaces.
Can local players compete with one of the most impressive company's I've reviewed? I think so.
Angi's marketing budget is half of its revenue (WTF!), aimed at a channel AI answers are pummeling.
On a Q2 earnings call, management sounded exasperated on how to fix underwhelming Google lead volume tested every fix they had. They have done a bunch of experimentation, but nothing moved the needle.
Starbucks has seen a fair amount of turnover in their CEO seat in recent years. Today I dive into their different approaches. One reached for discounts. One reached for labor hours.
I love a lot about Booking's business and performance, except who controls the customer.
Every new store opens with the inventory already paid for by vendors. That's the beauty of a business model with negative working capital.
Similar to Otis, KONE sells the initial install near break-even, then harvests a maintenance and service annuity. This service business is now 65% of a $12.8B revenue business.
2.5 million elevators, 34,000 technicians, and a powerful maintenance annuity.
