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Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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Robinhood: Revolutionizing Retail Investing
Since launching in 2015, Robinhood has transformed retail investing in the U.S., consistently broadening its offering to meet customer needs.
2024-11-07
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
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 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: 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
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 has grown into one of the world's largest semiconductor companies through bold and strategic mergers & acquisitions over the years.
2024-09-25
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 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: 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: 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: 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: 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
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
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 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
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