We see potential for Ocado to expand margins and develop switching costs as its installed base grows; however, we are uncertain that it can capture the growth required for a narrow moat to materialize ...

Uber’s innovation in autonomous vehicles, strong brand, and global scale make it a long-term investment with trillion-dollar ...

Fastenal delivered strong Q2 results, driven by big-ticket customer growth, market share gains, and expanding digital sales ...

Introduction Hospitals lose millions of dollars each year due to incomplete or inaccurate charge capture in the operating room. From missed implants and barcode scanning failures to delays in ...