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Insights

Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.

Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
2025-05-07
Greg Abel: Succeeding Warren Buffett at Berkshire Hathaway
Greg Abel: Succeeding Warren Buffett at Berkshire Hathaway
After decades working with Warren Buffett and Charlie Munger, Greg Abel was named Buffett’s successor as he steps down in late 2025.
2025-05-05
Intuitive Surgical: Enhancing Surgery with Robotic Precision
Intuitive Surgical: Enhancing Surgery with Robotic Precision
Intuitive Surgical has revolutionized surgery with robotics, building its dominant position through decades of innovation, validation, and expansion.
2025-05-02
Moncler: From the Mountains to the Runway
Moncler: From the Mountains to the Runway
The story of Moncler, all the way from its beginnings in the Alps to its journey to some of the most prestigious runways in the world.
2025-04-18
eToro: Innovation, Growth, and IPO Plans
eToro: Innovation, Growth, and IPO Plans
eToro was founded in 2007 and has grown into a global trading platform with over 40 million users and an extensive offering across several asset classes.
2025-04-10
Yum! Brands: The Company Behind Pizza Hut, KFC, and Taco Bell
Yum! Brands: The Company Behind Pizza Hut, KFC, and Taco Bell
Yum! Brands started at PepsiCo in the 1970s and is home to some of the most well-known brands in the world, such as Pizza Hut, KFC, and Taco Bell.
2025-04-09
Marvin Ellison: Chairman, President, and CEO of Lowe's
Marvin Ellison: Chairman, President, and CEO of Lowe's
Marvin Ellison is CEO of Lowe's Companies, with over 30 years of experience in American retail and a career spanning leadership roles at major national chains.
2025-04-09
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
2025-04-08
David Gibbs: CEO of Yum! Brands
David Gibbs: CEO of Yum! Brands
David Gibbs has gained experience at all three of Yum! Brands' major chains – Taco Bell, KFC, and Pizza Hut – before becoming its CEO in 2020.
2025-04-08
Floor and Decor hero
Floor & Decor: Scale, Selection, and Efficiency
Floor & Decor has successfully expanded into a nationwide specialist in hard-surface flooring, driven by its standout sourcing model and store format.
2025-04-04
Adobe: Equipping the Architects of Digital Expression
Adobe: Equipping the Architects of Digital Expression
The story of how Adobe grew from a small garage upstart to one of the largest and most dominant software companies in the world.
2025-03-21
James Quincey: Coca-Cola Chairman and CEO
James Quincey: Coca-Cola Chairman and CEO
James Quincey has dedicated nearly three decades to The Coca-Cola Company, rising through the ranks to become CEO and Chairman of the company.
2025-03-11
PepsiCo: From Pepsi and Gatorade to Doritos and Lay's
PepsiCo: From Pepsi and Gatorade to Doritos and Lay's
PepsiCo has grown from a soda company into a global leader in food and beverages, with a portfolio of over 200 brands, including Pepsi, Lay's, and Gatorade.
2025-03-11
Bob Iger: Disney's Visionary CEO
Bob Iger: Disney's Visionary CEO
Bob Iger is a legend in the entertainment industry, known for his visionary leadership and as one of the most influential CEOs in Disney's history.
2025-03-10
Ramon Laguarta: PepsiCo's Veteran Chairman and CEO
Ramon Laguarta: PepsiCo's Veteran Chairman and CEO
Ramon Laguarta, CEO and Chairman of the food and beverage giant PepsiCo leads its global expansion and transition toward a more sustainable future.
2025-03-10
Rise of the Clog: The Unexpected Success of Crocs
Rise of the Clog: The Unexpected Success of Crocs
Crocs has created a unique position in the shoe market with an eye-catching design and marketing strategy involving several successful collaborations.
2025-03-07
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