Target Corporation: The Business Behind the Bullseye
Company research
29 Apr 2026
Target Corporation: The Business Behind the Bullseye
How Target grew from a Minneapolis dry goods store into a retail giant, blending discount pricing with design and private-label power.
Greg Foran: The New CEO of Kroger
Business philosophy
23 Apr 2026
Greg Foran: The New CEO of Kroger
How Greg Foran rose from store floor to CEO of Kroger, led Walmart's turnaround, and built a leadership style focused on execution.
Companies That Had Their IPO in 2025: The IPO Market Recovers
Company research
22 Apr 2026
Companies That Had Their IPO in 2025: The IPO Market Recovers
After years of uncertainty, 2025 marked the IPO market's return, with major listings like Klarna and Figma signaling renewed momentum.
Benedetto Vigna: The CEO of Ferrari
Business philosophy
22 Apr 2026
Benedetto Vigna: The CEO of Ferrari
An unexpected leader for Ferrari: how semiconductor expert Benedetto Vigna became CEO and why his background fits the industry's shift.
The New York Times Company: Adapting to the Times
Edge
17 Apr 2026
The New York Times Company: Adapting to the Times
How The New York Times Company built on a century-long legacy of trusted journalism to navigate disruption and reshape its business model.
Extra Everything: The Story of Chipotle
Edge
3 Apr 2026
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Tetra Pak: The Shape of Innovation
Edge
20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Upvoted: The Story of Reddit
Edge
6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Dollar General: The Rural Retailer Playbook
Edge
20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
SharkNinja: Viral by Design
Edge
6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Death, Taxes, and Garbage: The Story of WM
Edge
23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
Running on Clouds: The Story of On
Edge
12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Keeping the Streak Alive: The Story of Duolingo
Edge
28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Ball: The King of Cans
Edge
14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Rolls-Royce: Full Thrust Ahead
Edge
31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
A Castle in the Sky: The Story of Oracle
Edge
17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
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Thomas O'HaraInvestment Director, GAM Investments