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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

Cover Photo for Edge #43: Featuring the author and investor Gautam Baid

#43 - Gautam Baid

Gautam Baid shares his journey from bold risk-taker to thoughtful investor, his focus on quality over quantity, and the life lessons behind The Joys of Compounding and The Making of a Value Investor.

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Edge Issue #42: Cover photo featuring Live Nation

#42 - Live Nation

Born from the 2010 merger of Ticketmaster and Live Nation, this powerhouse controls everything from ticketing to venues, creating an unmatched ecosystem.

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Edge Issue #41: Cover photo featuring Chris Mayer, author of 100 baggers

#41 - Chris Mayer

We had the opportunity to sit down with Chris Mayer, the man behind 100 Baggers, to uncover the key drivers behind long-term shareholder value.

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Edge #40 Cover Photo: Evolution Gaming (EVO)

#40 - Evolution

Evolution is the quiet giant of the gambling world, making its fortune by taking the legacy casino industry online.

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Edge #39 Cover Photo: Games Workshop

#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.

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Cover Photo for Edge #38: See's Candies

#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.

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Edge #37 Cover: Monster, $MNST, Unleash the Beast

#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.

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Cover to Edge #36: Deere & Company, Shaping the Future of Agriculture Since 1837

#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.

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Edge #35: Coupang

#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.

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Edge #34: Texas Instruments

#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.

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Edge #33 Cover Photo. Lessons from Janus Henderson's Portfolio Manager, Tom O'Hara

#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.

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Edge #32: ASML Cover

#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.

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Edge cover #31: The Rolex Story

#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.

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Edge #30: Cover featuring the rise of Lotus Bakeries

#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.

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Edge Cover #29: Pontus Dackmo

#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.

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Edge #28 Cover: TSMC and The Silicon Empire

#28 - The Silicon Empire

The remarkable story of how Morris Chang and TSMC reshaped the semiconductor industry.

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Edge #27: Cover Photo for the Saudi Aramco edition

#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.

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Edge #26: The Småland Spirit

#26 - The Småland Spirit

How the poorest region in Sweden became the birthplace of global giants like IKEA and Husqvarna.

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Edge #25: The LEGO Story Cover photo

#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.

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Edge #24 cover: The Porsche Family's Race to the Top

#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.

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Edge #23 cover: Norway's Sovereign Wealth Fund

#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.

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Edge #22 cover: Peter Lynch. Chasing 10-baggers

#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.

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Edge #21: The Story of Jensen Huang and NVIDIA

#21 - Jensen Huang

Jensen Huang has rapidly risen to stardom as NVIDIA has seen its stock price surge in recent years.

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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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