We are Third Bridge

22/08/2023

Is Aston Martin’s 20% EBITDA margin target realistic? An executive at a British auto manufacturer told Forum how feasible they think Aston Martin's 2023 targets are.

The expert also discussed how the firm could extract more value from its existing lineup and what it needs to do to keep up with competitors such as Lamborghini, Porsche, Bentley and Ferrari.

Learn more on our website: https://bit.ly/3qH8dQ4

18/08/2023

What next for Cano Health after last week's announcement that the company has “substantial doubt” over its ability to continue as a going concern? We spoke to a former VP at Cano to discuss what went wrong and what could be next for the value-based primary care provider.

Get the latest insights in our Forum Interview, and also check out Cano's value chain on Maps: https://bit.ly/45zpAkB

03/08/2023

How can DoorDash grab even more market share? Grocery is its biggest opportunity but among its tallest challenges, according to a former senior manager at the company, who nonetheless believes it could outpace a key competitor within 5-7 years here. 🍔

Read all the insights in this investor-led Interview: https://bit.ly/3qeUnEf

01/08/2023

A little over a year ago, we made plans to expand our footprint and settle into a new home in Dallas. 🇺🇸 And this week, our team moved into our permanent, new office! Built entirely with our people in mind, it’s vibrant and inclusive in its design and at the top of its environmentally-friendly game too. 🌿

We wish the team all the best as they settle into their new space!

Our Dallas team is growing, and we’d love for you to come and join us in our new Third Bridge home. Check out our open roles here: https://careers.thirdbridge.com/vacancies

26/07/2023

The Adobe-Figma deal faces a merger review in the EU - but regardless of whether it is approved, a former executive at Adobe said the company needs to expand beyond the confines of downloadable software, or it may lose market share.

In this investor-led Community Interview, the specialist discussed the catalysts for acquiring Figma, and spoke about how generative AI tools have taken the creative market “by storm.” Read the Interview synopsis here: https://bit.ly/3rGeTxZ

24/07/2023

Semiconductor supplier Graphcore has had a challenging 12-24 months but has some “very interesting” projects on its roster, namely its wafer-on-wafer Bow IPU, which an expert interviewed by Third Bridge Forum said could be its “get-out-of-jail-free card".

Our specialist was considerably more optimistic about the company’s future today versus two years ago. Read why: https://bit.ly/3OlOpKX

Third Bridge Forum spoke to a former executive at Codasip about Graphcore's recent challenges, competitive positioning and global outlook.

17/07/2023

In this investor-led Community Interview, a former executive at Sabre Corp compares travel software companies Sabre and Amadeus IT Group and looks at other industry issues, including the growth of smaller IT houses that are eating into ancillary revenues. 💻

You can read the full Interview synopsis and transcript here on our website: https://bit.ly/44Ipur3

Third Bridge Community Interviews are 1.1 expert consultations where investors lead the discussion. They are then anonymised and made available via Forum, meaning we can offer clients preferential fixed-rate pricing on their 1:1 consultations vs traditional 1:1 expert consultations.

12/07/2023

How is the medcomms landscape evolving? Given the sheer number of drugs in the pipeline, the industry is poised for growth, said our expert. Read more critical insights from their recent Forum interview. 👇

Our expert told Third Bridge Forum that the market is highly exposed to labour challenges, and they expect "real demand from pharma" on players to move from manpower-driven to more automated support.

This latest industry insights piece highlights what multiple experts have told Third Bridge Forum regarding industry demand, partnership opportunities and how companies evolve.

Read the full piece here: https://bit.ly/44Ia1GM

Forum Industry Insights How is the medcomms landscape evolving? Private Equity Healthcare Europe Published: July 2023 The pharmaceutical industry has become incredibly competitive, with the number of companies with active R&D pipelines increasing from 1,198 in 2001 to over 5,500 in 2023*. Companies....

06/07/2023

Discover the latest commercial real estate industry trends based on our top three Third Bridge Forum Interviews covering US office real estate, CAPEX pressures from ESG mandates, and mall REITs.🏢 Read the exclusive insights here: https://bit.ly/3D2uBGc

They are just a taste of the unique, high-quality insights Forum provides for investors as one of Third Bridge's integrated research solutions

You can access the full Interviews on our website and request a Forum trial to get access to more.

Trends for US equity investors in the commercial real estate space: US office real estate, CAPEX pressures from ESG mandates, and mall REITs.