https://recurvecap.com/insights daily 0.75 2025-11-24 https://recurvecap.com/insights/cogent-hot-topics monthly 0.5 2025-11-24 https://recurvecap.com/insights/is-it-better-to-be-early-or-to-know-for-sure monthly 0.5 2025-07-18 https://recurvecap.com/insights/cogent-investor-relations-for-a-day-faqs monthly 0.5 2025-04-08 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/881e3509-c805-452d-89b2-8ea1545f75e4/CCOI+Financials+Chart.png Insights - Cogent - Investor Relations for a Day: FAQs - Make it stand out Recurve Capital LLC Estimates https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/0e7e3c65-591b-46bb-bc4c-7eb6d48acd73/Wave+Funnel+Chart.png Insights - Cogent - Investor Relations for a Day: FAQs - Make it stand out Source: Recurve Capital Estimates, Cogent Earnings Calls https://recurvecap.com/insights/how-fast-can-carvana-grow monthly 0.5 2025-03-12 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/f1c50ab4-04c3-43f0-ab50-28f320759d9a/Production+Chart.png Insights - How Fast Can Carvana Grow? - Make it stand out Source: Clarity Markets Data and Recurve Capital Estimates https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/52818894-7727-4847-af4b-9712a0503461/IRC+Job+Openings.png Insights - How Fast Can Carvana Grow? - Make it stand out Source: Carvana.com, Recurve Capital Estimates https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/dedc5d0d-de9a-4bca-acd0-c52ecedb5eb0/CVNA+EBITDA+chart.png Insights - How Fast Can Carvana Grow? - Make it stand out Source: Carvana Investor Relations, Recurve Capital Estimates https://recurvecap.com/insights/carvana-recurves-response-to-hindenburgs-short-attack monthly 0.5 2025-01-07 https://recurvecap.com/insights/royal-caribbean-private-resorts-part-2 monthly 0.5 2024-11-22 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/480fc60c-6f86-44e4-a6fe-eed8456266e5/Celebration+Key.png Insights - Royal Caribbean - Private Resorts (Part 2) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/8f0c4484-f2be-46c9-8d31-2f06f70d51e4/RCL+Private+Destination+Economics.png Insights - Royal Caribbean - Private Resorts (Part 2) - Make it stand out Source: Recurve Capital LLC Estimates https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/7f81ac58-0755-4c67-996f-fd2c36163af3/Caribbean+Private+Resorts.png Insights - Royal Caribbean - Private Resorts (Part 2) - Make it stand out Source: Recurve Capital LLC Estimates, Google Maps https://recurvecap.com/insights/why-the-cruise-sector-is-outperforming-leisure-and-lodging monthly 0.5 2024-10-28 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/4633a639-f5d5-4a85-aded-283885e272dd/Cruise+vs+Leisure+Comp+Table.png Insights - Why the Cruise Sector is Outperforming Leisure and Lodging - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/00a5415b-0e40-4618-962b-dd3e379d77c1/RCL+Revisions.png Insights - Why the Cruise Sector is Outperforming Leisure and Lodging - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/e583d9e7-3769-42a1-a1f1-81ed37a884dc/Marriott+Revisions.png Insights - Why the Cruise Sector is Outperforming Leisure and Lodging - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/fb8f0dc3-ea59-4108-8285-6535805fd10b/Caesar%27s+Revisions.png Insights - Why the Cruise Sector is Outperforming Leisure and Lodging - Make it stand out Source: Bloomberg https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/46c445d8-1841-42b0-ab89-a8b6632aae9d/Polaris+Revisions.png Insights - Why the Cruise Sector is Outperforming Leisure and Lodging - Make it stand out Source: Bloomberg https://recurvecap.com/insights/happy-customers monthly 0.5 2024-09-22 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/88fd52ff-0008-49fd-9209-d6171c695e2f/Happy+Customers+Company+A+vs+Company+B.png Insights - Happy Customers - Make it stand out Recurve Capital Estimates https://recurvecap.com/insights/thoughts-on-recent-volatility monthly 0.5 2024-08-07 https://recurvecap.com/insights/the-psychology-and-superpowers-of-investing monthly 0.5 2024-08-07 https://recurvecap.com/insights/cogents-network-transformation monthly 0.5 2024-10-14 https://recurvecap.com/insights/the-importance-of-market-share monthly 0.5 2024-05-20 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/12fb9c92-e042-4b0b-ba12-cdab9dfabf43/CVNA+Retail+Units.png Insights - The Importance of Market Share - Make it stand out Source: Carvana https://recurvecap.com/insights/viking-holdings-pre-ipo-analysis monthly 0.5 2024-04-24 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/8e8707b3-4155-4de4-9d99-ba1602542e16/VIK+Orderbook.png Insights - Viking Holdings - Pre-IPO Analysis - Make it stand out Source: Viking Holdings F-1 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/e357d249-43bb-45b5-a098-0b307b86da39/Longship+vs+Icon+Comparison.png Insights - Viking Holdings - Pre-IPO Analysis - Make it stand out Source: Company Filings, Recurve Capital Estimates https://recurvecap.com/insights/normalized-performance-analysis monthly 0.5 2024-04-11 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/1575d3ee-62a8-402b-9a7b-3306a28744af/CCI+Stock+Chart.png Insights - Normalized Performance Analysis - Make it stand out Crown Castle’s performance during the financial crisis https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/1f82b2d3-dec1-402c-be43-a632e7544b71/Carvana+Normalized+vs+Reported+Retail+Units.png Insights - Normalized Performance Analysis - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/c68e9ce2-f69a-40ad-85eb-d0d49d207da4/CVNA+stock+chart.png Insights - Normalized Performance Analysis - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/hidden-value-part-2-cogents-ipv4-portfolio monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/020483bb-8358-4148-b251-2a4346bc26d1/TMUS+Gain+on+Sale+of+IP+Addresses.png Insights - Hidden Value Part 2 - Cogent’s IPv4 Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/297b2358-38d4-42e4-8ce3-17c159807a20/Cogent+IPv4+Addresses+by+Block.png Insights - Hidden Value Part 2 - Cogent’s IPv4 Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/b59a4418-7fb1-4030-9993-b9a45568ab0b/Amazon+IPv4+Addresses+by+Block.png Insights - Hidden Value Part 2 - Cogent’s IPv4 Portfolio - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/what-matters-more-the-jockey-or-the-horse monthly 0.5 2024-03-13 https://recurvecap.com/insights/narrative-changes-part-2-why-the-cruise-sector-deserves-a-narrative-change monthly 0.5 2024-02-12 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/ad05a416-10a2-4dd9-bfd5-3ecd5ec63504/Low+Case.png Insights - Narrative Changes, Part 2: Why the Cruise Sector Deserves a Narrative Change - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/3ce36075-0c6f-436b-8218-4dcde13eca49/High+Case.png Insights - Narrative Changes, Part 2: Why the Cruise Sector Deserves a Narrative Change - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/what-drives-narrative-changes-part-1 monthly 0.5 2024-02-12 https://recurvecap.com/insights/hidden-value-cogent-communications monthly 0.5 2024-01-25 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/c3accc70-2523-44dc-919d-c689e91f7c3e/CCOI+8-K+Gain+on+Sale+of+IP+Addresses.png Insights - Hidden Value – Cogent Communications - Make it stand out Source: Cogent Communications 8-K, July 17, 2023 https://recurvecap.com/insights/perfect-day-at-cococay-royal-caribbeans-private-island monthly 0.5 2024-02-06 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/164324d4-e5ea-469d-a769-7b0eee0d0a16/Perfect+Day+picture.jpg Insights - Perfect Day at CocoCay, Royal Caribbean’s Private Island - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/76885fab-6176-4cf2-85de-49c4885e2dc5/Perfect+Day+Price+List.png Insights - Perfect Day at CocoCay, Royal Caribbean’s Private Island - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/a-study-of-luxury-companies monthly 0.5 2024-01-10 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/eb8bc511-d336-44b8-8d5c-437b8a925662/Bugatti+Veyron.jpg Insights - A Study of Luxury Companies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/4e465438-6b63-4801-a9f4-6f4540d1ebb8/Caterpillar+Mining+Truck.jpg Insights - A Study of Luxury Companies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/8519227d-3e1a-4c0d-8e0a-8bca00db52d6/Vacheron+Constantin.png Insights - A Study of Luxury Companies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/0197e7d4-912b-4331-b4e2-98f9aefacc29/Casio.jpg Insights - A Study of Luxury Companies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/f314a3c5-1c80-4ceb-a9ef-3bab5b0f2143/Hermes+Revenue+CAGR+Decomposition.png Insights - A Study of Luxury Companies - Make it stand out Source: Hermes, Recurve Capital Estimates https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/dd0de2d4-a9d0-488d-b90a-33c1c479ada8/Luxury+Peer+Performance+Chart.png Insights - A Study of Luxury Companies - Make it stand out Source: Company Reported Financials, Recurve Capital Estimates https://recurvecap.com/insights/anti-builders-charter-communications monthly 0.5 2023-12-06 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/ef315543-8476-4b1f-a6e5-e2a60ce411dc/Copper+Speed-Distance+Chart.png Insights - Anti-Models - Charter Communications - Make it stand out Source: Frank Phillipson, “Efficient Algorithms for Infrastructure Networks: Planning Issues and Economic Impacts https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/c75c81d7-8ac7-4d25-915b-243a8514e6a6/Spectral+Efficiency+by+%23+of+Antennas.jpg Insights - Anti-Models - Charter Communications - Make it stand out Source: Spectral Efficiency Analysis in Massive MIMO using FBMC-OQAM Modulation https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/fcc5c3eb-200d-45a1-9adf-8b25018845ae/Total+Supply+vs+Mobile+Demand.png Insights - Anti-Models - Charter Communications - Make it stand out Source: Recurve Capital LLC Estimates https://recurvecap.com/insights/awi-why-do-ceiling-tiles-have-ferrari-like-margins monthly 0.5 2023-12-06 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/8ee97754-f683-4c44-a0e7-da25eecd3509/AWI+Ultima+High+Res.jpeg Insights - AWI - Why do Ceiling Tiles Have Ferrari-like Margins? - Make it stand out Source: Armstrong World Industries https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/8984b3c8-144d-44e0-b96e-843e01adb0ca/AWI+AUV+Chart+Feb+2019.png Insights - AWI - Why do Ceiling Tiles Have Ferrari-like Margins? - Make it stand out Source: AWI Investor Presentation, February 2019 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/2ab303f4-cbdb-4045-b47c-838b871c0dc2/AWI+Pricing+2018+to+Q3+2023.png Insights - AWI - Why do Ceiling Tiles Have Ferrari-like Margins? - Make it stand out Source: Recurve Capital Estimates https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/09a6379b-3eb0-437d-bdd3-4f5823d4d620/AWI+Wooden+Ceiling.jpg Insights - AWI - Why do Ceiling Tiles Have Ferrari-like Margins? - Make it stand out Source: Armstrong World Industries https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/517b05d9-abd9-4ecf-9d83-641b33c5813b/AWI+-+Inflation+Spreads.png Insights - AWI - Why do Ceiling Tiles Have Ferrari-like Margins? - Make it stand out Source: Recurve Capital LLC Estimates https://recurvecap.com/insights/pricing-power-in-disruptive-companies monthly 0.5 2023-11-14 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/b483ad05-3849-47f6-8c26-098d07c64cb1/Classically+Good+Price-Cost+Curve.png Insights - Pricing Power in Disruptive Companies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/e5622663-4623-4604-a378-7ac76ae27500/Disruptive+Good+Price-Cost+Curve.png Insights - Pricing Power in Disruptive Companies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/restoration-hardwares-growth-inflection monthly 0.5 2023-10-30 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/9926fe2b-a527-429c-a872-5959558fdee7/RH+-+New+Gallery+1.png Insights - Restoration Hardware’s Growth Inflection - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/2a5e84f0-b12f-405e-a766-26a6ee61d844/RH+New+Gallery+2.png Insights - Restoration Hardware’s Growth Inflection - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/fdef93bf-0fc6-48aa-9c96-0df6bb4b7c89/RH+-+Old+Collection+1.png Insights - Restoration Hardware’s Growth Inflection - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/99e9a4d0-ac8b-4959-bf88-2670a16f31b7/RH+-+Bella+snapshot.png Insights - Restoration Hardware’s Growth Inflection - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/ab5167ae-526c-4470-bddf-17c6423314cc/RH+-+Delivery+Date+Chart.png Insights - Restoration Hardware’s Growth Inflection - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/touring-carvanas-operations monthly 0.5 2023-12-05 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/ded0199c-338c-4f9f-9093-dc5088fe5fb9/CVNA+-+Reconditioning+Chart.png Insights - Touring Carvana’s Operations - Make it stand out Source: Carvana Investor Relations https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/c4d13bbf-b0ed-46e3-a408-761181a474a1/CVNA+-+ADESA+volume+chart.png Insights - Touring Carvana’s Operations - Make it stand out Source: Carvana Investor Relations https://recurvecap.com/insights/cogent-communications-the-wavelength-opportunity monthly 0.5 2023-12-05 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/09ffc614-2d48-4535-8dce-bfe5cd494edb/us-wavelength-lb-2022.png Insights - Cogent Communications - The Wavelength Opportunity - Make it stand out Source: Vertical Systems Group https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/0388526b-4890-4446-8b3e-c4ccedfae1b3/image+%282%29.png Insights - Cogent Communications - The Wavelength Opportunity - Make it stand out Source: Google Maps, Cogent Communications, Recurve Capital https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/5a6c06b2-b194-4577-bf83-0f928419c731/image+%281%29.png Insights - Cogent Communications - The Wavelength Opportunity - Make it stand out Source: Google Maps, Cogent Communications, Recurve Capital https://recurvecap.com/insights/televisaunivision-a-unique-media-asset monthly 0.5 2023-10-30 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/a5ae9c23-7c43-47ad-90e2-3472109f895c/Vix+Chart.png Insights - TelevisaUnivision - A Unique Media Asset - Make it stand out Source: SensorTower https://recurvecap.com/insights/the-stock-picking-process monthly 0.5 2023-10-30 https://recurvecap.com/insights/carvana-a-vertically-integrated-powerhouse monthly 0.5 2023-10-30 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/206d6fc9-0ca8-4b26-8170-0990088137ab/Carvana+1P+3P+Comparison.png Insights - Carvana - A Vertically Integrated Powerhouse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/c7d0e2cf-5379-4d8e-acc7-6472e9a1f990/Carvana+Normalized+GPU+Comparison.png Insights - Carvana - A Vertically Integrated Powerhouse - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/why-amazons-aws-revenue-slowdown-is-good-for-long-term-returns-understanding-the-impact-on-amzn-msft-and-goog monthly 0.5 2023-10-30 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/9508e4a8-6885-4674-a736-1e905a3ed6b2/AMZN+-+AWS+Rev+Growth.png Insights - Why Amazon’s AWS Revenue Slowdown is Good for Long-Term Returns: Understanding the Impact on AMZN, MSFT, and GOOG - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/fbd1f5d9-3f11-43b7-98e3-65804aa21acb/AMZN+-+Gross+P%26E.png Insights - Why Amazon’s AWS Revenue Slowdown is Good for Long-Term Returns: Understanding the Impact on AMZN, MSFT, and GOOG - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/insights-on-restoration-hardwares-massive-stock-buyback monthly 0.5 2023-12-05 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/85f9436a-913a-49d6-9b96-359f0230a84e/CHTR+buyback+7-28-2023.png Insights - Insights on Restoration Hardware’s Massive Stock Buyback - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/0c7d6ea2-0c1d-44ac-84f8-22ea33dc4ed2/RH+Repurchase+History.png Insights - Insights on Restoration Hardware’s Massive Stock Buyback - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/7816514d-66a3-4c18-8107-5648150057ec/RH+Buyback+7-28-2023.png Insights - Insights on Restoration Hardware’s Massive Stock Buyback - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/02fadb75-17b2-4832-844d-623ff55f3c47/RH+Luxury+housing+chart+July+2023.png Insights - Insights on Restoration Hardware’s Massive Stock Buyback - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/4e462207-908e-4f85-8894-58230163f9ae/RH+England.jpg Insights - Insights on Restoration Hardware’s Massive Stock Buyback - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://recurvecap.com/insights/michael-jordan-and-executive-compensation monthly 0.5 2023-10-30 https://recurvecap.com/insights/norwegian-cruise-line-holdings-supply-and-demand-for-the-ocean-cruise-market monthly 0.5 2023-10-30 https://images.squarespace-cdn.com/content/v1/631155d42a23406fb7dc9d6d/0eac6dbe-9403-445d-b562-5137299f6563/CLIA+industry+capacity.png Insights - 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