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Insights
Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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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.
Company Research
2025-03-11
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Rise of the Clog: The Unexpected Success of Crocs
Crocs has created a unique position in the shoe market with an eye-catching design and marketing strategy involving several successful collaborations.
Company Research
2025-03-07
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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.
Company Research
2025-03-07
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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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Mips: The Gore-Tex of Brain Protection
How Mips turned a critical safety flaw into a global success, redefining helmet protection with its technology and ingredient brand business model.
Company Research
2025-01-24
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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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House of Pinault: The History and Business of Kering and Gucci
Kering is a luxury group under the Pinault family's leadership, managing iconic brands like Gucci, Saint Laurent, and Bottega Veneta.
Company Research
2024-12-27
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Under the Hood: AutoZone's Blueprint for Retail Excellence
An in-depth look at the largest aftermarket auto parts retailer in the U.S., its philosophy, and masterful capital allocation.
Company Research
2024-12-20
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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.
Company Research
2024-12-09
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Master of Tickets: Breaking Down Live Nation Entertainment
Since merging in 2010, Ticketmaster and Live Nation have built an expansive ecosystem that dominates global live entertainment.
Company Research
2024-12-06
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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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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.
Company Research
2024-12-05
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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.
Company Research
2024-12-04
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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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