Insights

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

Investor and the Wallenberg family - A century of influence and success

Investor: A Century of Success and Influence

Investor, often referred to as the Swedish Berkshire Hathaway, was established in 1916 and has emerged as the largest Swedish investment company with an enormous impact on the Swedish economy.

2023-06-07

Constellation Software's Mark Leonard looking out over the Toronto skyline and the constellation of stars

Collection: Mark Leonard's Shareholder Letters

The complete collection of Mark Leonard's Constellation Software Shareholder Letters (2007-2021).

2023-06-05

David Barber: Delivering Shareholder Value

David Barber: Delivering Shareholder Value

Recapping David Barber's speech, co-founder of Halma, from 1997 describing the secret of the group’s success as a combination of strategic long-term vision and steady purpose.

2023-05-23

Illustration of Jeff Bezos, Amazon in a warehouse among boxes on shelves.

Collection: Jeff Bezos Shareholder Letters

The complete collection of Jeff Bezos' Amazon.com Shareholder Letters (1997-2020).

2023-04-03

Bezos 10 Core Concepts

Jeff Bezos: 10 Core Ideas

We have distilled 50,000 words and two decades of shareholder letters into what we consider Jeff Bezos' 10 core ideas.

2023-01-30

Ingvar Kamprad - Founder of IKEA

Get to know: Ingvar Kamprad

The story of how a 17-year-old farm boy from a rural village in Sweden founded the global furniture empire IKEA.

2023-01-30