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Business Philosophy22 Nov 2023
Henry Singleton: Crafting the Teledyne Empire
In corporate America, few stories are as gripping as that of Henry Singleton, a maverick whose genius turned Teledyne into an industrial empire.
Latest articles from Kasper Karlsson)
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Investment Strategy13 Nov 2023
Reece Duca: The Manager Who Outperformed Buffett
Reece Duca’s long-term track record is nothing short of mastery. He’s barely given any public insights into his remarkable career – until a recent interview with Tegus CFO Bob Casey.
Investment Strategy8 Nov 2023
Earnings Calls: A Key Part of Your Investment Strategy
In the rapidly changing and cut-throat competitive world of investing, staying informed is a necessity. Earnings calls and their transcripts offer a goldmine of insights
Company Research7 Nov 2023
15 Companies Leading in Per Share Growth
Something that’s often overlooked in the business world, but crucial for value creating investments, is per share dilution. You know the drill – companies expanding their share count can dilute value of existing shares, and yet, it’s surprising how many of them brush this under the rug.
Investment Strategy7 Nov 2023
Tom Murphy: The Unconventional Media Maestro
Celebrated as one of the eight unconventional CEOs in William Thorndike’s book "The Outsiders," Murphy’s reputation is cemented among the greats. As the Chairman and CEO of Capital Cities/ABC, Inc., his leadership was not just about grand vision; it was about execution and delivering shareholder value.
Company Research6 Nov 2023
Apple’s Q4 2023 Earnings: Still a Cash Machine
As the leaves turned amber and the fiscal year drew to a close, Apple Inc. recently presented its Q4 2023 earnings. Tim Cook summarized the quarter in the earnings call, touching on several revenue records, iPhone surprising on the upside, and the continuously challenging macro environment:
Business Philosophy26 Oct 2023
David Solomon: From Boardroom to DJ Booth and Back Again
David Solomon, CEO of Goldman Sachs, one of the world’s most prominent investment banks, has recently made a surprising announcement: he will no longer spin in public. Spinning in public you might ask? The fact is, beyond the boardroom and his banking endeavors, Solomon has a deep passion for music, and has occasionally performed as a DJ.
Investor Relations26 Oct 2023
Live Earnings Call Transcripts: Financial Research Redefined
In the dynamic investing world, getting the right information at the right time can make the difference between a profitable decision and a missed opportunity. For investors, the stakes are high, and the need for accurate, swift, and reliable data is paramount.
Business Philosophy24 Oct 2023
John Malone: Media Maverick & Unconventional Leader
John Malone is a name synonymous with media and telecommunication, a visionary whose fingerprints can be traced throughout the DNA of the U.S. cable industry. But beyond the boardroom deals and multi-billion-dollar acquisitions, Malone stands out as an emblem of unconventional leadership.
Business Philosophy18 Oct 2023
Unconventional CEOs: William Thorndike’s book “The Outsiders”
“An outstanding book about CEOs who excelled at capital allocation.” This endorsement from Warren Buffett places “The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success” by William Thorndike at the top of his recommended reading list.
Business Philosophy16 Oct 2023
The World’s Top CEOs: Lessons in Excellence
In today’s competitive corporate landscape, CEOs are the rudders guiding companies to success. Their choices and leadership styles often determine a company’s direction, growth, and culture. However, what makes a CEO stand out in the global arena? Let’s delve into the signs of excellence demonstrated by the world’s top CEOs.
Company Research5 Oct 2023
Understanding the Semiconductor Value Chain: Key Players & Dynamics
The semiconductor industry forms the backbone of our technologically driven world. From smartphones to cars, these minuscule components power a vast array of electronic devices.