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Incremental Edge

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PricingOnly free issuesPublishesInfrequently
Issues5Founded3 years agoLast Issue2 years ago
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Latest Issues

Royalty Pharma (NASDAQ: RPRX)

Business Model

source: company presentation

Royalty Pharma (RP) is a pioneer of royalty financing to biopharma industry with 53% market share. In exchange of a part (normally MSD to LDD%) of drugs’ future revenue, RP offers a third way...

2 years ago
2

[Deep Dive] Long Unity Software (NYSE: U)

Elevator Pitch

  1. Unity provides engines and ads platform for game developers
1. leader with unparallel one-stop value prop in a low-teens CAGR market
  1. Due to previous CEO’s value-destroying moves like underinvesting core ass...
2 years ago
1
3

Short CAVA

Subscribe now

Before diving into anything, first I want to give credit to Lauren Balik who has done a great 2-piece research on CAVA (article 1 & article 2), both of which inspired me a lot and was the foundation / source of my thesis on u...

2 years ago
3

Deepdive: Long Veralto (NYSE: VLTO)

See my elevator pitch here.

Feel free to play around numbers in my model:

Access Excel Model Here

Veralto (NYSE: VLTO) Capitalization

How it makes money?

Veralto (NYSE: VLTO) is a global leader in essential technology solutions to...

3 years ago
3
7

Elevator Pitch: Long Veralto (NYSE: VLTO)

See my deepdive on here.

Subscribe now

Veralto (NYSE: VLTO) is a recent spin-off from Danaher (NYSE: DHR)

  1. 60% revenue is from water testing and treatment (Water); 40% from package marking, code printing, design software, and col...
3 years ago

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