Insights

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

Amazon's Most Notable Acquisitions Since Inception

Amazon's Most Notable Acquisitions Since Inception

Explore Amazon's most impactful acquisitions, from IMDb and Zappos to Whole Foods and MGM, and how these have diversified its business.

2024-05-13

The suppliers making the iPhone possible

The Suppliers Making the iPhone Possible

An article exploring the relationship of the suppliers working with Apple to make the iPhone and other products possible.

2024-05-10

The IPO Year 1994

Companies That Had Their IPO in 1994: A Cautious Market

An overview of the year 1994 in the stock and IPO market, as the interest rates soared and the bond market collapsed.

2024-05-07

The IPO Year 2019

Companies That Had Their IPO in 2019: Bull Market and Tech Dominance

Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.

2024-05-03

Four Decades of IPOs – from the 1980's until today

Four Decades of IPOs: An Overview

An overview of the stock and IPO market from the 80's until today, highlighting important events and trends.

2024-04-25

The IPO Year 2023

Companies That Had Their IPO in 2023: Cautious Optimism

The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.

2024-04-18

Preparations ahead of the 2024 Puig IPO

Puig's 2024 IPO: Paco Rabanne, Jean Paul Gaultier, and Beyond

Explore Puig's journey from its 1914 inception to a 2024 IPO, showcasing its growth, strategic acquisitions, and impact in the beauty and fashion industry.

2024-04-17

Alphabet's unstoppable rise to becoming a global tech leader

Alphabet's Unstoppable Rise: From Stanford to Global Tech Leader

Discover Alphabet's rise from a university project to a global tech leader, highlighting its growth, diversification, and visionary leadership.

2024-04-16

The IPO Year 2022

Companies That Had Their IPO in 2022: War, Inflation and Interest Rates

The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.

2024-04-16

The IPO Year 2021

Companies That Had Their IPO in 2021: Bull Market and SPAC Mania

An overview of the defining features of the IPO landscape and general market sentiment in 2021.

2024-04-15

Machinery companies ranked by EPS CAGR

The Industrial Machinery, Supplies, and Components Industry

Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.

2024-04-15

The IPO Year 2020

Companies with IPO in 2020: COVID-19 Impact and Market Volatility

An overview of the market sentiment and IPO landscape as the COVID-19 pandemic sent the markets into a period of volatility.

2024-04-11

Constellation Software (CSI): Acquiring and Empowering

Constellation Software: Acquiring and Empowering

Explore the key ingredients of Constellation Software’s track record, with its shares having compounded at a 36% CAGR annually for almost two decades.

2024-04-10

The IPO Year 1995

Companies That Had Their IPO in 1995: The Internet Hype Ramps Up

An overview of the general market sentiment and IPO landscape during 1995 as internet and tech companies were gaining traction.

2024-04-08

Spotify's Rise to Global Dominance in Music Streaming

Spotify's Rise to Global Dominance in Music Streaming

Explore how Spotify became the leading music streaming service globally, now boasting over 600 million monthly active users.

2024-04-05

The IPO Year 1996

Companies That Had Their IPO in 1996: Tech and Internet Domination

An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.

2024-04-04