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

Intel: Semiconductors & Strategic Inflection Points
Intel: Semiconductors & Strategic Inflection Points
Founded in 1968, Intel has been a key player in the American semiconductor industry, with its processors powering computers worldwide.
2024-10-24
Spin-off stories since 2000
Our Favorite Spin-off Stories Since 2000
Spin-off motives vary widely across different companies, but the underlying objective remains the same: enhancing long-term shareholder value.
2024-10-23
Walmart: Walton, retailing, and everyday low prices
Walmart: Walton, Retailing, and Everyday Low Prices
Walmart was founded in 1962 by Sam Walton, and has grown to become the largest retailer in the world, employing more than 2.1 million people worldwide.
2024-10-18
AMD (Advanced Micro Devices): Company research
AMD: Shaping the Future of Semiconductor Processors
With a background in the U.S. semiconductor evolution, AMD has grown into a powerful player in producing high-quality, competitive processors.
2024-10-01
Preparations ahead of the 2024 Europastry IPO
Europastry: Ready Baked for IPO
Founded in 1986, Europastry has grown into one of the largest frozen bakery companies in the world, with its business spanning across five continents.
2024-09-27
Broadcom: Semiconductors, M&A's, and Bold Leadership
Broadcom: Semiconductors, M&A's, and Bold Leadership
Broadcom has grown into one of the world's largest semiconductor companies through bold and strategic mergers & acquisitions over the years.
2024-09-25
Listing the suppliers behind the Apple Pencil Pro
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.
2024-09-25
Qualcomm: Quality Communications and Semiconductor Innovation
Qualcomm: Quality Communication and Semiconductor Innovation
Founded in 1985, Qualcomm has transformed the digital communication industry with CDMA technology and its advanced semiconductor business.
2024-09-13
Novo Nordisk: Researching the danish pharmaceutical giant
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.
2024-09-05
The Toyota Way
The Toyota Way: Revolutionizing Global Manufacturing
Explore how Toyota's Lean Manufacturing and Kaizen principles revolutionized production and quality, setting global benchmarks for excellence.
2024-09-02
Kioxia the 2024 IPO
Kioxia: Japanese Chipmaker Ready for IPO
Kioxia, the inventor of the NAND flash memory, is set to IPO this year with an expected valuation of $10 billion, Tokyo's biggest offering in 2024.
2024-08-30
Databricks: The upcoming 2024 IPO
Databricks: Ready for 2025 IPO
Databricks, leader in data analytics and artificial intelligence, is ready for a 2025 IPO, positioning itself as one of the year's largest tech offerings.
2024-08-28
Navan: The upcoming 2024 IPO
The Upcoming Navan IPO: An Overview
Navan is revolutionizing business expense management with its streamlined application and AI-driven tools, and is now gearing up for a potential IPO.
2024-08-28
Meta Platforms: From Dorm Room to Global Dominance
The Rise of Meta: From Dorm Room to Global Dominance
Meta's extraordinary journey from a college startup to a global giant, its strategic acquisitions, and its bold vision for the Metaverse.
2024-08-14
TransDigm - The Controversial Aerospace Giant
TransDigm: The Story of the Controversial Aerospace Giant
TransDigm's rise to power in the aerospace industry, from its founding in 1993 to its dominance through M&A.
2024-08-13
Birkin Bag - Hermes
The Birkin Bag: The Story Behind the World's Most Desired Handbag
How the Birkin bag became the world's most sought-after handbag where even the wealthy must earn the right to own one.
2024-07-12
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