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Edge22 Aug 2025
The Dilemma That Brought Down Kodak
Kodak helped invent digital photography but failed to embrace it. How the innovator's dilemma turned an icon into its own most famous casualty.
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Edge7 Feb 2025
Robert G. Hagstrom: Darwinian Investing and Multidisciplinary Wisdom
Robert G. Hagstrom, author of The Warren Buffett Way, explores how interdisciplinary thinking shapes his investing, from Adler's reading to Darwinian markets.
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Edge16 Aug 2024
The Småland Spirit: How Rural Sweden Birthed Giants Like IKEA
Discover how The Småland Spirit turned a historically poor region into a hub of industrial success, spawning success stories like IKEA and Husqvarna.
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Investor Relations5 Jul 2024
Quartr AI Assistant: Do Hours of Work in Seconds
Quartr AI assistant revolutionizes finance by providing accurate, reliable insights from first-party data, streamlining complex tasks.
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Investing12 Jun 2024
Berkshire Hathaway's Version of the 1927 New York Yankees
Warren Buffett in his 1989 letter, comparing Berkshire's managers to the legendary 1927 Yankees, highlighting their remarkable success.
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Company Research25 May 2024
EQT: From Nordic Roots to Global Dominance
EQT's growth from a Nordic-focused firm to a global investment leader highlights its commitment to responsible ownership, innovative strategies, and sustainability.
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Company Research17 May 2024
Burberry: From WWI Trench Coats to Global Luxury
Explore Burberry's journey from a small outfitter to a global luxury fashion icon under Daniel Lee's creative vision.
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Business Philosophy14 May 2024
The Brunello Cucinelli Story: Combining Elegance and Ethics
Explore the success of Brunello Cucinelli's unique blend of luxury craftsmanship and ethical business.
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Business Philosophy8 May 2024
Dick Smith: The Orchestrator of General Cinema's Expansion
Explore the genius of Dick Smith in revolutionizing General Cinema, as highlighted in “The Outsiders”.
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Business Philosophy7 May 2024
From Timber to Luxury: The Story of François-Henri Pinault and Kering
Dive into the story of François-Henri Pinault, from his rise in the family timber business to leading Kering into a global luxury powerhouse.
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Business Philosophy6 May 2024
The World of Luxury: Creating and Selling Desirability
Dive into the enchanting world of high-end allure, where the art of exclusivity shapes desire, turning luxury into an emblem of unique prestige.
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Business Philosophy24 Apr 2024
Mark Leonard: The Mysterious Brain Behind Constellation Software
Information about Mark Leonard is scarce, and one of the only ways to “get to know” him is through his shareholder letters. Join us in an attempt to do so.
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Edge19 Apr 2024
The Three Cornerstones of Serial Acquirer Success
Explore what is behind successful serial acquirers: efficient capital use, decentralization, and a strong focus on people.
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Company Research17 Apr 2024
Puig's 2024 IPO: Paco Rabanne, Jean Paul Gaultier, and Beyond
Explore Puig's journey from its 1914 inception to a 2024 IPO, showcasing its growth, strategic acquisitions, and impact in the beauty and fashion industry.
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Company Research15 Apr 2024
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
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Company Research10 Apr 2024
Constellation Software: Acquiring and Empowering
Explore the key ingredients of Constellation Software’s track record, with its shares having compounded at a 36% CAGR annually for almost two decades.