By Equity Research in SysMoore — Oct 25, 2024 Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Instacart Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.2) Summary * Despite slower growth, CART offers stronger gross margins, a higher ROIC,
BigTech Notes: Day 2 Tech (Pt.2) Summary * Big tech has entered a “Day 2” phase, prioritizing margin expansion,
Instacart Instacart vs. DoorDash - Which is the Better Investment Today? (Pt.1) Summary * Instacart (CART) and DoorDash (DASH) are pursuing the online grocery and
BigTech Notes: Day 2 Tech (Pt.1) Summary * Tech giants have evolved from disruptive upstarts to entrenched incumbents, yet