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July Round Up
Should 16.67% appear too small, be careful I don't take it all...
Aug 1
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Stuart Blackhurst
2
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July Round Up
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July 2025
Market Update: The price of device insurance data asymmetry
Please Find My Competitive Advantage...
Jul 30
•
Stuart Blackhurst
4
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Market Update: The price of device insurance data asymmetry
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Research Update: GiffGaff Revenue Analysis & Treasury Operations
Rocking refurbished with a decent side-gig to boot...
Jul 25
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Stuart Blackhurst
2
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Research Update: GiffGaff Revenue Analysis & Treasury Operations
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Market Update: Preparing for the EU Circular Economy Act 2026
One Ring to Rule Them All?
Jul 18
•
Stuart Blackhurst
2
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Market Update: Preparing for the EU Circular Economy Act 2026
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1
Research Update: Apple Retail UK Limited
One of my early substack posts provided estimates for AppleCare sales in the UK based on the application of a method I first picked up from the US…
Jul 11
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Stuart Blackhurst
2
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Research Update: Apple Retail UK Limited
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Raylo Group Limited Research Update
More proof that direct-to-consumer tech rental can have a place in the sector...
Jul 4
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Stuart Blackhurst
4
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Raylo Group Limited Research Update
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June Round Up
This is gonna be huge, bigly huge...
Jul 1
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Stuart Blackhurst
2
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June Round Up
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June 2025
AO World PLC Research Update
They're generatin' steam heat...
Jun 27
•
Stuart Blackhurst
2
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AO World PLC Research Update
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Research Update: Rebuy Recommerce GmbH
Rebuy's rebound...
Jun 21
•
Stuart Blackhurst
3
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Research Update: Rebuy Recommerce GmbH
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Consumer behaviour in secondary markets
Traditional segmentation need not apply, if you're looking for phones, get out your Clubcard.
Jun 13
•
Stuart Blackhurst
4
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Consumer behaviour in secondary markets
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Market Update: Navigating a contraction
Structural changes on the horizon for the UK smartphone market....
Jun 6
•
Stuart Blackhurst
2
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Market Update: Navigating a contraction
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May 2025
May Round Up
Beware the Ives of May.
May 31
•
Stuart Blackhurst
2
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May Round Up
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