Edge3 Jan 2025Mercado Libre: The Digital Backbone of Latin AmericaFrom shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
Edge27 Dec 2024House of Pinault: The History and Business of Kering and GucciKering is a luxury group under the Pinault family's leadership, managing iconic brands like Gucci, Saint Laurent, and Bottega Veneta.
Edge20 Dec 2024Under the Hood: AutoZone's Blueprint for Retail ExcellenceAn in-depth look at the largest aftermarket auto parts retailer in the U.S., its philosophy, and masterful capital allocation.
Edge13 Dec 2024Lessons from Gautam Baid: Mastering Simplicity and CompoundingGautam Baid's journey of compounding wisdom, investing simplicity, and lifelong learning – insights to transform your financial and personal growth.
Edge6 Dec 2024Master of Tickets: Breaking Down Live Nation EntertainmentSince merging in 2010, Ticketmaster and Live Nation have built an expansive ecosystem that dominates global live entertainment.
Edge29 Nov 2024What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of ReinvestmentChris Mayer challenges investor myths on dividends, market noise, and the reinvestment edge. A deep dive into long-term thinking.
Edge22 Nov 2024Evolution: The Live Casino JuggernautWith ~49% CAGR since its 2015 IPO, 60%+ EBIT margin, and global dominance in live casino, the story of Evolution is truly one for the books.
Edge15 Nov 2024House of Warhammer: The Inner Workings of Games WorkshopA look under the hood of Games Workshop, a high-margin business in an incredibly niche market, with sky-high stock returns.
Edge8 Nov 2024Tasting Quality: Berkshire's Defining Bet on See's CandiesFrom Mary See's recipes to Berkshire's cherished asset, built on quality, brand loyalty, and timeless taste.
Edge1 Nov 2024Unleash the Beast: The Juicy Origins of Monster BeverageStarting as a family-run juice business in the 1930s, Monster has transformed through bold, innovative branding and marketing into a global energy drink leader.
Edge25 Oct 2024Deere & Company: Shaping the Future of Agriculture Since 1837Detailing the history of agriculture and Deere & Company, all the way from 1837 to the present day.
Edge18 Oct 2024How Coupang Conquered South Korean E-commerceThe remarkable story of how Coupang has captured nearly every Korean household as customers in less than 15 years.
Edge11 Oct 2024Texas Instruments: From Calculators to Master Capital AllocatorsTexas Instruments has undergone many transformations from its origins in oil exploration to become one of the world's largest semiconductor producers.
Edge4 Oct 2024The Art of Portfolio Management: Lessons from Tom O'HaraTom O'Hara shares insights on stock picking, navigating market distractions, and the importance of one-on-one meetings with management teams.
Edge27 Sep 2024ASML: Architecting Earth's Most Complex MachinesDiscover how ASML, once seen as a struggling "problem child", grew into a global niche monopoly within advanced chip manufacturing equipment.
Edge20 Sep 2024Timeless Timepieces: The Rolex StoryA comprehensive overview of how Rolex went from a small upstart to one of the most famous and respected brands in the world.