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#39 - Games Workshop
Behind the painted miniatures and epic galactic battles lies a business narrative as unique as the Warhammer universe itself. Buckle up for the Games Workshop story.
#38 - See's Candies
This story is one for the books – it marked the turning point that nudged Buffett and Munger to fall in love with quality.
#37 - Monster
The fascinating story of Monster Beverage – a company that rose from near-bankruptcy to becoming one of the best-performing stocks in recent history.
#36 - Deere & Company
Buckle up – from horse-drawn plows to cutting-edge tech, this journey takes us from the dusty fields of 19th-century Illinois and leads to the farms of tomorrow.
#35 - Coupang
Often called "the Amazon of South Korea," Coupang didn't just enter the domestic e-commerce scene – it completely took over it within less than 15 years.
#34 - Texas Instruments
Discover Texas Instruments pursuit of capital allocation perfection, achieving sky-high returns and proves that this tech giant knows how to turn strategy into profit.
#33 - Tom O'Hara
In this exclusive interview, Tom dives into the art and science of stock picking, and how a healthy dose of humor keeps him sane in a financial world driven by noise.
#32 - ASML
How a scrappy underdog engineered a technological revolution and now produces the most complex machines ever built by humans. Discover the improbable story of ASML.
#31 - Rolex
Through relentless innovation, daring marketing, and a dedication to excellence, Rolex have weathered industry upheavals and emerged as the undisputed leader of Swiss watchmaking.
#30 - Lotus Bakeries
Discover how this family-controlled powerhouse has achieved a 17% CAGR in EBIT and an astounding 177x total shareholder return over the past 20 years.
#29 - Pontus Dackmo
In our conversation, we explore two of his key holdings, challenge common stock market myths, discuss frequent pitfalls, and uncover his best advice for becoming a better investor.
#28 - The Silicon Empire
The remarkable story of how Morris Chang and TSMC reshaped the semiconductor industry.
#27 - Saudi Aramco
With annual profits surpassing the combined totals of Amazon, NVIDIA, and Meta, Saudi Aramco's story is one of immense influence and impact all over the world.
#26 - The Småland Spirit
How the poorest region in Sweden became the birthplace of global giants like IKEA and Husqvarna.
#25 - LEGO
The LEGO Group is a fascinating case study of how a great product, a clear philosophy, and passion can build a successful business.
#24 - Porsche
Behind the roaring engines lies a rich tapestry of engineering genius, controversy, and family drama that has propelled the Porsche dynasty to the top of the automotive world.
#23 - Norway's Sovereign Wealth Fund
This Nordic country with less than six million inhabitants has, thanks to the wise and careful long-term management of its oil wealth, managed to become one of the world’s largest asset managers.
#22 - Peter Lynch
Right up there with Warren Buffett, Howard Marks, Joel Greenblatt, Ray Dalio, and others, Peter Lynch holds a cemented position in the hall of fame for investors.
#21 - Jensen Huang
Jensen Huang has rapidly risen to stardom as NVIDIA has seen its stock price surge in recent years.
#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.
#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.
#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.
#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.
#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.
#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.
#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.
#13 - Renaissance Technologies
Often hailed as the pinnacle of investment firms, Renaissance Technologies has redefined success with its Medallion Fund.
#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.
#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.
#10 - Aswath Damodaran
Get to know the finance professor, author, and blogger, Aswath Damodaran – widely regarded as one of the foremost experts in valuation.
#9 - Serial Acquirers
What really makes for an exceptional serial acquirer? Join us in taking a closer look with concrete examples.
#8 - Netflix
Netflix's pivotal business decisions, pricing power, and its competition – primarily with Max, Disney+, and Amazon Prime Video.
#7 - Brunello Cucinelli
Brunello Cucinelli's 10 core ideas, derived from a decade of shareholder letters, interviews, and earnings call transcripts.
#6 - Ferrari
This article explores how scarcity amplifies pricing power, focusing predominantly on Ferrari, the iconic Italian luxury sports car manufacturer.
#5 - Seven Powers
A deep dive into one of the most respected frameworks for competitive advantage analysis in the business and investing world.
#4 - HelloFresh
Exploring the intricacies of HelloFresh's business model, potential risks for disruption, and its competitive advantages.
#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?
#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?
#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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