Opendoor 2.0 focuses on product-centric execution, AI-driven process automation, and improved unit economics. Read why I rate OPEN stock a buy.

Every major shift in software models has forced finance to learn a new math. We stopped capitalizing on hardware and started managing monthly operating expenses when we moved from on-prem servers to ...

Even the most promising product can fail if its unit economics are off. Of course, all founders can make their own mistakes, but some missteps are more frequent — and dangerous — than others.

Cloud can unlock new capabilities to strategically drive the business. As a result, organisations are continually investing in cloud to re-invent existing business models and leapfrog their ...

When private equity or strategic investors evaluate a franchise brand, they aren’t starting with the brand story, marketing campaigns or the latest tech integrations. Those matter, but they’re ...

Ensign Group is a long-term investment with potential for growth, operating in the skilled services segment and owning healthcare REIT, Standard Bearer. ENSG has seen earnings compound at 2.4x that of ...

Considering these points in sequence, we believe that an emphasis on the digital channel, comprising 65% of sales today, represents a durable growth lever, while a 35-million-member database should ...

Serve Robotics SERV is betting that its third-generation (Gen-3) delivery robots will materially accelerate unit-level economics as the company scales nationally. Early operational data suggests this ...