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What can you expect from Edge?

Long-form articles about subjects that matter

Engaging stories about companies, industries, and business leaders

High-quality infographics, charts, and visuals

Company product and business unit splits, long-term growth charts, and much more

Handpicked highlights

Podcast episodes, research papers, and other external links that we find useful

Curated quotes

Selected from earnings calls, investor presentations, and shareholder letters

Explore the Edge archive

Edge #20 - Wallenberg Family Cover

#20 - Wallenberg

The Wallenberg family could be seen as the Swedish answer to the Rockefellers. It's one of the most influential families in Europe, renowned for its influence in banking, politics, diplomacy, and the industrial landscape.

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Edge #19: Howard Marks

#19 - Howard Marks

Explore Marks' memos and uncover his core principles for investing success: contrarianism, second-level thinking, risk management, and a deep understanding of market psychology.

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Edge #18 - The Top 10 Favorite Visuals by Quartr

#18 - 10 of Our Favorite Visuals

Visuals ranging from leading players in digital advertising, to the remarkable rise of HOKA, and the global expansion of Starbucks.

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Edge #17 - LVMH Cover image

#17 - LVMH

Explore how LVMH and its brands achieve and maintain their status, dive into historical anecdotes, and get to know Bernard Arnault and his family members surrounding the succession race.

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Edge #16 - Starbucks

#16 - Starbucks

What started as a small retail venture has since grown into a global phenomenon, transforming the way the world drinks coffee. This is the story of Starbucks.

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Edge #15 - Charlie Munger

#15 - Charlie Munger

Explore Munger's multidisciplinary approach to thinking, his strategies for overcoming setbacks, and why he is considered one of the most legendary figures in business history.

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Edge #14 - Jeff Bezos: Building an Empire from A to Z

#14 - Jeff Bezos

Discover Amazon's rise to becoming one of the world's most powerful companies – and the story and grand vision of its founder, Jeff Bezos.

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Edge #13: Renaissance Technologies - The Medallion Fund

#13 - Renaissance Technologies

Often hailed as the pinnacle of investment firms, Renaissance Technologies has redefined success with its Medallion Fund.

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Edge #12 -Adidas vs Puma: The Story of the Dassler Brothers

#12 - Adidas vs Puma

Explore the intense personal and professional competition between Adidas and Puma. Founded by the Dassler brothers, Adi and Rudolf, in the small German town: Herzogenaurach.

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Edge #11 - Microsoft

#11 - Microsoft

From a small garage and dorm room startup to becoming the largest company in the world, Microsoft's journey highlights the power of vision and determination.

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Edge #10 - Awath Damodaran

#10 - Aswath Damodaran

Get to know the finance professor, author, and blogger, Aswath Damodaran – widely regarded as one of the foremost experts in valuation.

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Edge #9 - The Three Cornerstones of Serial Acquirer Success

#9 - Serial Acquirers

What really makes for an exceptional serial acquirer? Join us in taking a closer look with concrete examples.

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Edge #8 - Inside Netflix: Innovation, Originals, and Cultural Phenomena

#8 - Netflix

Netflix's pivotal business decisions, pricing power, and its competition – primarily with Max, Disney+, and Amazon Prime Video.

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Cover to Edge #7: Brunello Cucinelli's 10 Core Ideas

#7 - Brunello Cucinelli

Brunello Cucinelli's 10 core ideas, derived from a decade of shareholder letters, interviews, and earnings call transcripts.

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Cover to Edge #6: Pricing power through scarcity with Ferrari

#6 - Ferrari

This article explores how scarcity amplifies pricing power, focusing predominantly on Ferrari, the iconic Italian luxury sports car manufacturer.

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Cover to Edge #5: Hamilton Helmer's Seven Power Framework

#5 - Seven Powers

A deep dive into one of the most respected frameworks for competitive advantage analysis in the business and investing world.

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Cover to Edge Issue #4: Inside HelloFresh: The Meal Kit Monopoly

#4 - HelloFresh

Exploring the intricacies of HelloFresh's business model, potential risks for disruption, and its competitive advantages.

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Cover to Edge Issue #3:  How Ryanair's Relentless Cost-Cutting Redefined the Airline Industry

#3 - Ryanair

What drove Michael O'Leary to push the boundaries of the aviation industry, and what is the core of Ryanair's remarkable success?

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Edge #2 – Visa & Mastercard: The Global Payment Duopoly

#2 - Visa and Mastercard

How is it possible that in the era of global competition, a large market niche like payments is completely dominated by only two players?

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Edge #1 – Hermès: Two Centuries of Craftsmanship and Excellence

#1 - Hermès

Exploring the enduring legacy of Hermès and the Dumas family, whose steadfast dedication to craftsmanship has positioned Hermès as possibly the most prestigious luxury brand.

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