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The Logistics Giant That Learned to Focus
Jul 13, 2025

The Logistics Giant That Learned to Focus

How a $8B logistics giant got bigger by breaking itself apart. XPO's spin-off strategy proves sometimes the best growth move is subtraction, not addition.

Nick Horob
Nick Horob
Rubrik’s Playbook - 133% NRR and a pivot to SaaS
Jul 12, 2025

Rubrik’s Playbook - 133% NRR and a pivot to SaaS

Backup is boring. They made it sexy. Let's take a look at their 133 % NRR and the dilution catch.

Nick Horob
Nick Horob
26.6% EBITDA margins in a 'commodity' business? Here's how.
Jul 11, 2025

26.6% EBITDA margins in a 'commodity' business? Here's how.

How one company sold a $2B division and doubled down on "boring" building materials

Nick Horob
Nick Horob
Amer Sports (NYSE: AS) Deep Dive Post
Jul 10, 2025

Amer Sports (NYSE: AS) Deep Dive Post

Amer Sports is shifting hard to D2C, building hype with collabs, and owning its distribution. Here are the takeaways for any founder.

Nick Horob
Nick Horob
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