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insights
Explore Our Latest Operations and Observations


What We Learned This Week
Been a While: Nike finally delivered a bit of an upside surprise, something that’s been in short supply for a while. The company beat...
Oct 9, 20253 min read


What We Learned This Week
Largest LBO in History: Electronic Arts is reportedly nearing a nearly $55 billion take-private deal, one that would mark the largest...
Oct 2, 20252 min read


What We Learned This Week
Landmark Deal in the AI Space: Nvidia is investing $100 billion into OpenAI, the creator of ChatGPT. The deal, starting with $10 billion...
Sep 25, 20252 min read
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