Company Research10 Jan 2024The Amer Sports IPO of 2024: Arc’teryx Owner and Much MoreAmer Sports 2024 IPO, from being a tobacco company to featuring brands like Arc’teryx, Salomon and Wilson, and athletes like Dauwalter and Shifrin.
Company Research4 Jan 2024Estée Lauder: The Beauty of Strategic AcquisitionsIn the competitive and ever-evolving world of beauty and cosmetics, The Estée Lauder Companies has emerged as a global powerhouse, known for its diverse portfolio of prestige brands.
Company Research3 Jan 2024Pernod Ricard's Acquisition JourneyExplore Pernod Ricard's key acquisitions and how they have shaped the company into a dominant force in the wines and spirits industry.
Company Research22 Dec 2023Sandvik to Alleima: Shaping Swedish Industrial History Since 1862While not a household name, Alleima is a company deeply ingrained in Swedish industrial history, with origins dating back to the 1860s.
Company Research21 Dec 2023YETI: From Garage Start-Up to Outdoor GiantFamous 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%.
Company Research13 Dec 2023Ingersoll Rand: 150 Years of Industrial ExcellenceEstablished in 1871, Ingersoll Rand has over the past 150 years evolved into a serial acquirer with a market cap of $29 billion.
Company Research12 Dec 2023Jack Henry & Associates: A VMS “Gold StandardBernard 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.
Company Research8 Dec 2023Marvel-ous Reporting: Marvel’s Comic Inspired ReportsShareholder 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.
Company Research8 Dec 2023The Payments Value Chain: A Complex EcosystemThe 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.
Company Research6 Dec 2023NIBE: Creating Millionaires and a Greener FutureNIBE, 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.
Company Research4 Dec 2023Take-Two Interactive: Rising to Power Through Strategic AcquisitionsIn the dynamic world of video game publishing, Take-Two Interactive has carved out a unique and powerful position.
Company Research4 Dec 2023Disney's Most Notable Acquisitions Since InceptionEven 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.
Company Research1 Dec 2023The NVIDIA Virtuous Cycle: Driving Innovation in ComputingNVIDIA, 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.
Company Research22 Nov 2023Danaher Business System and Acquisition HistorySince 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.
Company Research7 Nov 202315 Companies Leading in Per Share GrowthSomething 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.
Company Research6 Nov 2023Apple’s Q4 2023 Earnings: Still a Cash MachineAs 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: