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#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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