Latest articles from Peter Westberg
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Axon: Making Bullets Obsolete
Axon transformed the TASER from a struggling invention into a $50B public safety giant, redefining policing with tech-driven solutions.
Company Research
2025-02-21
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Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
Company Research
2025-01-03
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Lessons from Gautam Baid: Mastering Simplicity and Compounding
Gautam Baid's journey of compounding wisdom, investing simplicity, and lifelong learning – insights to transform your financial and personal growth.
Investment Strategy
2024-12-13
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Prada: The Story of an Icon
Prada's journey from a small Milan boutique to a global luxury empire, led by Miuccia's innovation and creativity.
Company Research
2024-12-05
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What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment
Chris Mayer challenges investor myths on dividends, market noise, and the reinvestment edge. A deep dive into long-term thinking.
Investment Strategy
2024-11-29
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Evolution: The Live Casino Juggernaut
With ~49% CAGR since its 2015 IPO, 60%+ EBIT margin, and global dominance in live casino, the story of Evolution is truly one for the books.
Company Research
2024-11-22
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Tasting Quality: Berkshire's Defining Bet on See's Candies
From Mary See's recipes to Berkshire's cherished asset, built on quality, brand loyalty, and timeless taste.
Company Research
2024-11-08
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How Coupang Conquered South Korean E-commerce
The remarkable story of how Coupang has captured nearly every Korean household as customers in less than 15 years.
Company Research
2024-10-18
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The Art of Portfolio Management: Lessons from Tom O'Hara
Tom O'Hara shares insights on stock picking, navigating market distractions, and the importance of one-on-one meetings with management teams.
Investing
2024-10-04
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ASML: Architecting Earth's Most Complex Machines
Discover how ASML, once seen as a struggling "problem child", grew into a global niche monopoly within advanced chip manufacturing equipment.
Company Research
2024-09-27
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The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
Company Research
2024-09-25
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Strong Opinions, Loosely Held: Pontus Dackmo on Flexibility and Market Psychology
After a two-decade career in finance, Pontus Dackmo co-founded Protean Funds Scandinavia in 2022, where he now serves as CEO and Investment Manager.
Investment Strategy
2024-09-06
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Novo Nordisk: The Danish Pharmaceutical Titan Revolutionizing Global Healthcare
Novo Nordisk's rise to becoming Europe's largest company, reshaping global healthcare and Denmark's economy.
Company Research
2024-09-05
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The Toyota Way: Revolutionizing Global Manufacturing
Explore how Toyota's Lean Manufacturing and Kaizen principles revolutionized production and quality, setting global benchmarks for excellence.
Company Research
2024-09-02