Insights

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

YETI: From Garage Start-Up to Outdoor Giant

YETI: From Garage Start-Up to Outdoor Giant

Famous for its high-end Tundra coolers, YETI is an American designer, retailer, and distributor of products for the great outdoors. The company has, as of December 2023, grown its revenue from $90M to $1.6B since 2013, an impressive 10-year CAGR of 33%.

2023-12-21

Ingersoll Rand: 150 Years of Industrial Excellence

Established in 1871, Ingersoll Rand has over the past 150 years evolved into a serial acquirer with a market cap of $29 billion.

2023-12-13

Jack Henry & Associates: A VMS “Gold Standard

Bernard Anzarouth, CIO of Constellation Software considers Jack Henry & Associates to be a “gold standard” among Vendor Management Software (VMS) companies due to its consistently superior performance.

2023-12-12

Marvel-ous Reporting: Marvel’s Comic Inspired Reports

Shareholder reports are often considered tedious and dry. However, in the 1990s, Marvel Comics revolutionized this perception by transforming its financial reports into captivating comic books.

2023-12-08

Payments Value Chain

The Payments Value Chain: A Complex Ecosystem

The payments industry is a complex and dynamic field involving multiple key players. These include customers, merchants, issuers, acquirers, card networks, and various other entities together forming the payments value chain.

2023-12-08

NIBE: Creating Millionaires and a Greener Future

NIBE, just like IKEA, was founded in a rural part of Sweden called Småland. The company offers a wide range of pumps, wood stoves, and solar panels.

2023-12-06

Take-Two Interactive: Rising to Power Through Strategic Acquisitions

In the dynamic world of video game publishing, Take-Two Interactive has carved out a unique and powerful position.

2023-12-04

Disney's Most Notable Acquisitions Since Inception

Even though The Walt Disney Company was established already in 1923, many of the franchises and brands have been acquired during the last couple of decades.

2023-12-04

NVIDIA Virtuous Cycle

The NVIDIA Virtuous Cycle: Driving Innovation in Computing

NVIDIA, a company at the forefront of technological innovation, particularly within graphics processing units (GPUs) and artificial intelligence (AI), has developed a robust, self-reinforcing cycle of innovation and growth.

2023-12-01

Danaher Business System and Acquisition History

Since the early 1990s, Danaher's management team has transformed a group of under-performing industrial manufacturing companies into a global powerhouse in life sciences and diagnostics.

2023-11-22

15 Companies Leading in Per Share Growth

Something that’s often overlooked in the business world, but crucial for value creating investments, is per share dilution. You know the drill – companies expanding their share count can dilute value of existing shares, and yet, it’s surprising how many of them brush this under the rug.

2023-11-07

Apple’s Q4 2023 Earnings: Still a Cash Machine

As the leaves turned amber and the fiscal year drew to a close, Apple Inc. recently presented its Q4 2023 earnings. Tim Cook summarized the quarter in the earnings call, touching on several revenue records, iPhone surprising on the upside, and the continuously challenging macro environment:

2023-11-06

LVMH's Most Notable Acquisitions Since Inception - LVMH M&A

The Luxury Empire: LVMH's Most Notable Acquisitions Since Inception

Even though LVMH (Moët Hennessy Louis Vuitton) was formed in 1987, many of the luxury conglomerate's brands, or maisons, have roots dating back centuries. Through almost four decades of strategic mergers and acquisitions (M&A), Bernard Arnault has turned his vision of housing multiple prestigious maisons under one umbrella into a reality.

2023-10-17

Understanding the Semiconductor Value Chain and its Key Players

Understanding the Semiconductor Value Chain: Key Players & Dynamics

The semiconductor industry forms the backbone of our technologically driven world. From smartphones to cars, these minuscule components power a vast array of electronic devices.

2023-10-05

You Don't Have to Chase the "Next Big Thing" to Achieve Great Returns

In the investing world, there's often a lot of buzz around the "next big thing." Whether it's the latest tech startup, a revolutionary product, or a new industry trend, many investors get caught up in the excitement and rush to invest in hopes of striking gold.

2023-09-29

10 Nordic Mid Small Caps

10 Impressive Nordic Mid/Small Cap Companies You Should Know About

The Nordic region, comprising Denmark, Finland, Iceland, Norway, and Sweden, has long been recognized for its robust economies, innovation, and a flair for producing globally recognized companies.

2023-09-26