Mercado Libre: The Digital Backbone of Latin America
Edge
3 Jan 2025
Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
House of Pinault: The History and Business of Kering and Gucci
Edge
27 Dec 2024
House of Pinault: The History and Business of Kering and Gucci
Kering is a luxury group under the Pinault family's leadership, managing iconic brands like Gucci, Saint Laurent, and Bottega Veneta.
Under the Hood: AutoZone's Blueprint for Retail Excellence
Edge
20 Dec 2024
Under the Hood: AutoZone's Blueprint for Retail Excellence
An in-depth look at the largest aftermarket auto parts retailer in the U.S., its philosophy, and masterful capital allocation.
Lessons from Gautam Baid: Mastering Simplicity and Compounding
Edge
13 Dec 2024
Lessons from Gautam Baid: Mastering Simplicity and Compounding
Gautam Baid's journey of compounding wisdom, investing simplicity, and lifelong learning – insights to transform your financial and personal growth.
Master of Tickets: Breaking Down Live Nation Entertainment
Edge
6 Dec 2024
Master of Tickets: Breaking Down Live Nation Entertainment
Since merging in 2010, Ticketmaster and Live Nation have built an expansive ecosystem that dominates global live entertainment.
What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment
Edge
29 Nov 2024
What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment
Chris Mayer challenges investor myths on dividends, market noise, and the reinvestment edge. A deep dive into long-term thinking.
Evolution Gaming, EVO: The Live Casino Juggernaut
Edge
22 Nov 2024
Evolution: The Live Casino Juggernaut
With ~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.
House of Warhammer: The Inner Workings of Games Workshop
Edge
15 Nov 2024
House of Warhammer: The Inner Workings of Games Workshop
A look under the hood of Games Workshop, a high-margin business in an incredibly niche market, with sky-high stock returns.
Tasting Quality: Berkshire's Defining Bet on See's Candies
Edge
8 Nov 2024
Tasting Quality: Berkshire's Defining Bet on See's Candies
From Mary See's recipes to Berkshire's cherished asset, built on quality, brand loyalty, and timeless taste.
Monster Beverage: Unleash the Beast
Edge
1 Nov 2024
Unleash the Beast: The Juicy Origins of Monster Beverage
Starting as a family-run juice business in the 1930s, Monster has transformed through bold, innovative branding and marketing into a global energy drink leader.
Deere & Company: Shaping the Future of Agriculture Since 1837
Edge
25 Oct 2024
Deere & Company: Shaping the Future of Agriculture Since 1837
Detailing the history of agriculture and Deere & Company, all the way from 1837 to the present day.
Coupang: The South Korean E-commerce giant
Edge
18 Oct 2024
How Coupang Conquered South Korean E-commerce
The remarkable story of how Coupang has captured nearly every Korean household as customers in less than 15 years.
The Story of Texas Instruments $TXN
Edge
11 Oct 2024
Texas Instruments: From Calculators to Master Capital Allocators
Texas Instruments has undergone many transformations from its origins in oil exploration to become one of the world's largest semiconductor producers.
Tom O'Hara
Edge
4 Oct 2024
The Art of Portfolio Management: Lessons from Tom O'Hara
Tom O'Hara shares insights on stock picking, navigating market distractions, and the importance of one-on-one meetings with management teams.
ASML: Architecting Earth's Most Complex Machines
Edge
27 Sep 2024
ASML: Architecting Earth's Most Complex Machines
Discover how ASML, once seen as a struggling "problem child", grew into a global niche monopoly within advanced chip manufacturing equipment.
Rolex Watches, timeless timepieces
Edge
20 Sep 2024
Timeless Timepieces: The Rolex Story
A comprehensive overview of how Rolex went from a small upstart to one of the most famous and respected brands in the world.