Peloton Interactive Inc. (PTON)

Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of sales of bike and tread and related accessories, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue consists of revenue generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates the majority of the revenue from the sale of Connected Fitness Products.

IHS Markit Ltd. (INFO)

IHS Markit is a leading provider of data and analytics to corporate and sovereign clients across a wide variety of industries. Financial markets accounted for 42% of fiscal 2020 revenue, transportation 27%, resources (energy and chemicals) 20%, and CMS (consolidated markets) 11%. Approximately 60% of fiscal 2020 revenue came from the United States. IHS Markit has approximately 16,000 employees worldwide. About 74% of fiscal 2020 revenue was recurring and fixed, 14% recurring and variable, and 12% non-recurring. S&P Global has offered to acquire IHS Markit, with holders of the target firm set to receive 0.2838 shares of the combined entity (a little less than one third of the total), in a deal valued at $44 billion upon announcement.

GoDaddy Inc. (GDDY)

GoDaddy Inc provides cloud-based products and personalised customer support to small businesses, web design professionals, and individuals. The company maintains an inventory of domain name extensions and operates a marketplace for trading previously owned domains. GoDaddy offers customers website building, hosting, and security tools to construct and protect their online presence. The company's platform provides tools and applications such as domain-specific email, online storage, invoicing, bookkeeping, and payment solutions, which help clients manage their businesses.

Veeva Systems Inc. (VEEV)

Veeva's Economic Moats Switching Costs Imagine a pharma company trying to change platforms…Data migration from old to new. Carries risks. May be time consuming. Interrupt workflow.Customization of the new solution to the business.Training of staff.This is both expensive and risky. Meaning once a pharma business has installed Veeva into their business, they need extremely compelling … Continue reading Veeva Systems Inc. (VEEV)

MasterCard Inc. (MA)

MasterCard is the second-largest e-payment network company helping to authorize, clear and settle a transaction. It is the middle-man, moving money to and fro from one bank to the other. MasterCard itself does not loan the money to the consumer to buy goods on credit, nor does it physically sell the credit cards.

Hindustan Unilever, Ltd. (HUVR) – Brief Report

Hindustan Unilever Ltd is an Indian consumer goods company. The firm's offering is diverse, as it includes over 35 brands from 20 distinct categories, from cosmetics and hygienic items (detergents, soaps, shampoos, skin care, toothpastes, and deodorants), to food and beverages (tea, coffee, packaged foods). Its product portfolio contains household brands such as Lux, Lifebuoy, Pepsodent, Closeup, Pureit, Axe, Brooke Bond, Bru, Knorr, Kissan, Pond's, Vaseline, Lakme, Dove, Clinic Plus, Sunsilk, Kwality Wall's, Surf Excel, Rin, Wheel, and Fair & Lovely.

Constellation Software, Inc. (CSU) – Brief Report

Constellation Software Inc is a Canada-based company that develops and customizes software for public- and private-sector markets. The firm acquires, manages, and builds vertical-specific businesses. Its operations are organized in two segments: Public Sector and Private Sector. The portfolio companies serve various markets including communications, credit unions, beverage distribution, tour operators, auto clubs, textiles and apparel, hospitality, and community care. The firm has operations in North America, Europe, Australia, South America, and Africa.

Transdigm Group, Inc. (TDG) – Brief Report

TransDigm manufactures products for electronic, power, fluid, and mechanical motion control onboard commercial and military aircraft and helicopters. It also supplies products used for cabin structures, lighting, laminates, pallets, and a host of other applications. In fiscal 2018, the company generated about $3.8 billion of sales, with 70% coming from commercial aerospace customers and 30% from defense customers, noting that the latter is increasing as a percentage of sales.

Tata Consultancy Services, Ltd. (TCS) – Brief Report

Tata Consultancy Services is India’s largest IT services provider. The company was founded in 1968 and has its headquarters in Mumbai. The firm provides end-to-end IT and consulting services across the globe and has 224 offices in 46 countries and 149 solution centers in 25 countries. The company employs over 380,000 staff, which makes it one of the largest IT employers in the world. TCS derives a significant portion of its revenue from the North American market and the banking, financial services, and insurance industry.

Rational AG (RAA) – Brief Report

Rational AG makes and distributes cooking appliances used in professional kitchens. The company produces self-cooking appliances that use steam, hot air, or liquids to heat food combining conventional cooking systems, allowing for an automated meal-preparation process. The customers include restaurants, hotels, large-scale catering operations, and quick-service providers. Rational’s segments are reported as: DACH (Germany, Austria, Switzerland), EMEA (Europe, Middle East, Africa), Americas (North and Latin America) and Asia. Their core market is Europe, generating more than half of total sales revenue.