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Insights
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Reddit's revenue and FCF growth since 2021
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Reddit's revenue and FCF expansion
The SharkNinja product portfolio, spanning kitchen, cleaning, beauty, and more
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The SharkNinja product portfolio
Waste Management's business segments by revenue contribution
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Waste Management revenue per segment
On's channel mix, steadily shifting toward higher-margin DTC
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On's sales channel mix
Dollar General's store expansion over three decades
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Dollar General's store expansion
How SharkNinja's revenue mix has changed from 2020 to 2025
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SharkNinja's shifting revenue mix
Two decades of compounding at Waste Management
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Two decades of Waste Management
Duolingo's free cash flow per share, increasing since its IPO
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Duolingo's FCF per share growth
Three decades of compounding, measured in revenue and EBIT
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Three decades of growth: Dollar General's revenue and EBIT
Visualizing SharkNinja's revenue and EBIT growth since 2020
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SharkNinja's revenue and EBIT growth since 2020
On's revenue and adjusted EBITDA, rising sharply since its IPO
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On: expanding revenue and profitability
Subscriber growth relative to MAU, with penetration improving
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Duolingo: improving penetration rate
Dollar General's same-store sales growth
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Dollar General's same-store sales growth
How WM's nationwide scale turns into revenue and free cash flow
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Waste Management revenue and FCF
On's regional mix reshaping, led by U.S. scale and APAC growth
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On's geographical mix
Duolingo's DAU/MAU trend, showcasing growing user stickiness
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Duolingo's DAU/MAU ratio
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Quartr Pro hasn't just improved our efficiency, it's helped us become better listeners, better thinkers, and more curious investors.
Thomas O'HaraInvestment Director, GAM Investments