Wide-Moat Republic Services Looks to Expand Profit Margins in 2025
Following its acquisition of US Ecology in May 2022, we expect Republic to continue focusing on tuck-in acquisitions. Its ability to raise core price on acquired volume (thanks to its vast ownership ...
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China: Vertical monopolistic agreements in digital music’s ‘exclusive copyright + sub-licensing' model
Charles Feng, Lian Xue, and Yetong Liu of Tahota Law Firm examine whether the model constitutes a monopolistic agreement and ...
Roku’s Leading Platform Should Spark Good Sales and Profit Growth for Now, but We Don’t See a Moat
Roku’s strategy is to remain a leading provider of streaming devices by maintaining low prices and accepting losses in its devices segment. It intends to then drive profits from Roku user accounts. We ...
Pharmacies are fed up with PBMs. Here’s what reforms might be coming
Outrage against PBMs was on full display when 400 pharmacy professionals in Kansas shuttered their businesses and petitioned ...