Insights

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

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

The IPO Year 1990

Companies That Had Their IPO in 1990: The Recession Kicks Off

An overview of the stock market and IPO landscape in 1990 as the early 90s recession started.

2024-04-04

Infograph showing the biggest brands in the consumer goods sector, and their conglomerates

The Consumer Goods Sector: Housing the World's Most Known Brands

Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.

2024-04-02

The IPO Year 1992

Companies That Had Their IPO in 1992: A Cautiously Optimistic Market

1992 marked a relatively cool IPO landscape and stock market sentiment, in the wake of the early 90s recession.

2024-03-29

The IPO Year 1989

Companies That Had Their IPO in 1989: The Calm Between the Storms

A look at the IPO landscape and market sentiment in 1989 as the markets enjoyed a period of relative calm between tumultuous times.

2024-03-26

The IPO Year 2006

Companies That Had Their IPO in 2006: Healthy Stock Market and IPO Landscape

An overview of the IPO landscape in 2006, and the stock market during an optimistic year with several notable public offerings.

2024-03-25

The IPO Year 1997

Companies That Had Their IPO in 1997: Tech and Internet Fever

An overview of the IPO landscape and stock market sentiment as the dot com bubble slowly started to take shape.

2024-03-25

Remo Ruffini: CEO of Moncler and leading the acquisition of Stone Island

Remo Ruffini and Moncler: Chasing the Peak

Discover how Remo Ruffini masterfully transformed Moncler, merging tradition with innovation, and leading the brand to global luxury prominence.

2024-03-20

The IPO Year: 1991

Companies That Had Their IPO in 1991: Recovery From a Recession

An overview of the markets and the IPO landscape as the economy recovered from the early 90s recession.

2024-03-20

The IPO Year: 1988

Companies That Had Their IPO in 1988: A Year of Recovery

An overview of the IPO landscape and general sentiment in 1988 as the markets recovered from the Black Monday crash the previous year.

2024-03-20

The IPO Year: 1987

Companies That Had Their IPO in 1987: From Optimism to Black Monday

An overview of 1987's IPO landscape and stock market sentiment, as conditions turned from unabridged optimism to panic in the wake of Black Monday.

2024-03-20

Titans of the sky – discover the Boeing-Airbus duopoly

The Boeing-Airbus Duopoly: Titans of the Skies

Dive into the fascinating history and competitive dynamics of the Boeing-Airbus duopoly in the commercial aircraft industry.

2024-03-19

The Rise of Copart: From Salvage Yard to Tech Giant

The Rise of Copart: From Salvage Yard to Tech Giant

Explore Copart's capital allocation mastery, its competitive advantages, and its transformation from a local salvage yard to a $53 billion empire.

2024-03-18