Archive

Below is an archive of all the posts on The Gorilla Game. Follow me on Twitter for the occasional brief update.

Philosophy & Process

• What is The Gorilla Game? (April 21, 2025)

Primers

• People Businesses
• IT Services and Additional Thoughts on IT Services
• The Luxury Flywheel: Part 1, Part 2 and Part 3
• The Beauty FLywheel is Broken

Croda plc (CRDA, CRDA.L)

• Deep Dive: Croda plc Part 1 - Personal Care (July 4, 2025)
• Deep Dive: Croda plc Part 2 - Life Sciences (July 17, 2025)

Diploma plc (DPLM, DPLM.L)

• Deep Dive: Diploma plc (March 23, 2025)
• Update: H1 2025 Results (May 25, 2025)

Globant (GLOB)

• Deep Dive: Globant (Aug 29, 2025)

HEICO (HEI, HEI.A)

• Deep Dive: HEICO (April 29, 2025)
• Update: Q2 F2025 Results (May 28, 2025)

Judges Scientific plc (JDG, JDG.L)

• Deep Dive: Judges Scientific plc (March 19, 2025)
• Update: COO is Retiring (April 17, 2025)
• Update: H1 2025 Trading Update (July 25, 2025)
• Update: H1 2025 Results (Sept 18, 2025)

Reply SpA (REY, REY.MI)

• Deep Dive: Reply SpA (April 13, 2025)