EquiCompoundWithin its niche, RCH-CN is North America’s largest wholesale distributor of specialized hardware, panels, components, and supplies used primarily by the woodworking industry. RCH-CN serves as a key path to market for hundreds of suppliers, connecting them and ~130,000 SKU’s to a highly fragmented, localized base of ~110,000 customers.
FND is a niche, “category killer” hard surface flooring retailer still early in its growth curve that is implementing a potent retail unit expansion model that is consistently compounding the top/bottom line over ~20%/yr. with attractive ~20-30% returns on capital.
RBLX’s unique, user generated content (UGC) platform solves for many common pain points and inefficiencies that are a consequence of the existing game development industry’s fragmented structure. Much like YouTube revolutionized video content development, putting it within reach of independent creators, RBLX appears to be doing the same for video game development.
YOU-LN specializes in collecting and analyzing data from consumers regarding their opinions, behaviors, etc. via surveys conducted over the internet. YOU-LN leverages a panel of over 17.5mln consumers across 59 markets to generate thousands of data points daily which it stores in the YouGov Cube – a centralized, longitudinal database with over >500,000 data variables on consumers that stretches back over a decade. YOU-LN’s rapidly growing collection of data provides it a unique, difficult to replicate asset whose value is improving with scale.
