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Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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Nintendo: From Game Boy and Pokémon to Switch 2 and Mario Kart
Nintendo went from card maker to cultural icon, shaping modern entertainment through hardware innovation and world-famous characters.
2025-06-19
Costco Wholesale: The Model of Scalable Simplicity
Costco's rise from warehouse club to retail giant is built on low prices, scale efficiency, and a model designed for lasting customer value.
2025-05-26
Upcoming IPOs to Watch in 2025
Potential IPOs in 2025 include prominent names like Shein, Databricks, Klarna, eToro, and Figma, to name a few. Let's take a closer look.
2025-05-23
Figma: Collaborative Design Tool Ready for IPO
Figma, the popular design platform, is preparing for a potential IPO in 2025 as it continues to reshape the future of collaborative design.
2025-05-22
Companies That Had Their IPO in 2024: Momentum Increasing
2024 marked a steady year for IPOs, driven by strong markets, AI momentum, and high-profile listings across industries and regions.
2025-05-22
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
2025-05-07
eToro: Innovation, Growth, and IPO Plans
eToro was founded in 2007 and has grown into a global trading platform with over 40 million users and an extensive offering across several asset classes.
2025-04-10
Yum! Brands: The Company Behind Pizza Hut, KFC, and Taco Bell
Yum! Brands started at PepsiCo in the 1970s and is home to some of the most well-known brands in the world, such as Pizza Hut, KFC, and Taco Bell.
2025-04-09
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
2025-04-08
PepsiCo: From Pepsi and Gatorade to Doritos and Lay's
PepsiCo has grown from a soda company into a global leader in food and beverages, with a portfolio of over 200 brands, including Pepsi, Lay's, and Gatorade.
2025-03-11
The Coca-Cola Company: From Soda to Global Beverage Leader
The Coca-Cola Company's incredibly rich history spans over a century, evolving from a single soda brand into a global beverage giant.
2025-03-07
Rocket Lab: Breaking Ground in Space
Rocket Lab has been one of the pioneers in the commercial aerospace industry, with numerous satellite launches and space system applications.
2024-12-09
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.
2024-12-05
Hims & Hers: Bridging Gaps in Telehealth
Hims & Hers was founded in 2016 by Andrew Dudum and has grown into a ~$4 billion company in the telehealth industry in less than a decade.
2024-12-05
SoFi: Redefining Finance, One Service at a Time
Founded in 2011, fintech company SoFi has since expanded from student loans to offer nearly every conceivable financial service.
2024-12-04
Our List of 100 Eminent Serial Acquirers
Serial acquirers have deep experience in mastering value creation through reallocating resources across their portfolio of acquired companies.
2024-11-12
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