Major Companieshttps://majorcompanies.com/Research frameworks for business models, operating systems, sectors, revenue quality, and source-driven company analysis.How to map a company operating modelhttps://majorcompanies.com/company-analysis/operating-model/https://majorcompanies.com/company-analysis/operating-model/Trace customers, value delivery, resources, constraints, and feedback loops before reaching for a valuation multiple.Revenue growth and revenue quality are different questionshttps://majorcompanies.com/company-analysis/revenue-quality/https://majorcompanies.com/company-analysis/revenue-quality/Examine concentration, recurrence, pricing, returns, incentives, and cash conversion behind a headline growth rate.Test whether a business really has a network effecthttps://majorcompanies.com/company-analysis/network-effects/https://majorcompanies.com/company-analysis/network-effects/Distinguish true participant-to-participant value creation from scale economies, brand, switching costs, and simple market growth.Marketplace anatomy: liquidity, trust, and take ratehttps://majorcompanies.com/sectors/marketplaces/https://majorcompanies.com/sectors/marketplaces/Analyze a marketplace as a matching and governance system rather than a website with two user groups.Recurring software metrics without the shorthandhttps://majorcompanies.com/sectors/software/https://majorcompanies.com/sectors/software/Connect bookings, billings, revenue, retention, deferred revenue, and customer acquisition to the contracts that produce them.A source hierarchy for company researchhttps://majorcompanies.com/research/source-hierarchy/https://majorcompanies.com/research/source-hierarchy/Choose primary evidence, preserve dates and definitions, and keep observation separate from inference.How a non-custodial perpetual exchange operateshttps://majorcompanies.com/company-analysis/non-custodial-perpetual-exchanges/https://majorcompanies.com/company-analysis/non-custodial-perpetual-exchanges/Map custody, collateral, pricing, execution, liquidation, and revenue as separate operating systems.Map a direct-to-consumer telehealth operating modelhttps://majorcompanies.com/company-analysis/direct-to-consumer-telehealth/https://majorcompanies.com/company-analysis/direct-to-consumer-telehealth/Trace acquisition, intake, clinical review, prescribing boundaries, fulfillment, follow-up, and unit economics without treating marketing claims as clinical evidence.Analyze a paid social growth servicehttps://majorcompanies.com/company-analysis/social-growth-services/https://majorcompanies.com/company-analysis/social-growth-services/Map the product catalog, customer promise, delivery model, platform dependency, support burden, and reputation risk of a social growth provider.