June 2025 Update

Just a few quick updates for this month:

I am going to publish my Deep Dive on APi Group (APG) by 26th of this month.

For this month's "Never Sell" podcast episode, David Kim from Scuttleblurb and I discussed Booking and Airbnb. I even had some product ideas for Brian Chesky; it was a fun conversation! (Spotify, Apple, YouTube, RSS Feed).

Finally, for new subscribers, I would like to let you know that you can access the full library of Deep Dives, including excel models, here. I also encourage you to join the WhatsApp community where I share interesting tidbits on the companies I follow almost everyday.

Thank you for your support!