HEICO found the one product category where it's huge competitors won't price match. It's worked for 30 years.
Transdigm has used its sole-source supplier status to to push pricing of many niche aircraft parts. Will defense innovation derail their highly levered business?
Everyone piled into premium drinkware. YETI still refuses to discount, and it appears to be working. So far...
Wood-fired grills, $406M of net debt, and a bet called Project Gravity.
Weber (grills) is a prime example of a brand being only so strong of a moat. Post-COVID revenue slowdown, inflation, and increasing competition led to them going private at a lower than IPO valuation.
Inside Gentex (GNTX), the near-monopoly many people look at every day.
Looking at Mobileye, the company that powers lane-keeping, braking, and cruise control.
LKQ is an auto parts supplier with great moats, so why is the market saying it's in trouble?
300+ insurers, 30,500 repair shops, 106% NRR. But how is this business going to be impacted by the growing adoption of self-driving?
Copart is an online damaged/totaled car marketplace that earns software-like operating margins. Will they be able to thrive as self-driving adoption increases?
Hims tripled revenue in two years on a drug it doesn't own. Now the bill is coming due.
Weight Watchers survived 60 years and one bankruptcy. The hard part remains.
