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Edge6 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.
Edge
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Edge29 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.
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Edge22 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.
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Edge15 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.
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Edge8 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.
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Edge1 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.
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Edge25 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.
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Edge18 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.
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Edge11 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.
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Edge4 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.
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Edge27 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.
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Edge20 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.
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Edge6 Sep 2024
Strong Opinions, Loosely Held: Pontus Dackmo on Flexibility and Market Psychology
After a two-decade career in finance, Pontus Dackmo co-founded Protean Funds Scandinavia in 2022, where he now serves as CEO and Investment Manager.
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Edge27 Aug 2024
The Silicon Empire: TSMC's Revolution and Morris Chang's Legacy
The story of how Morris Chang founded one of the most important companies in history – the world's largest semiconductor foundry – TSMC.
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Edge23 Aug 2024
Saudi Aramco: The Giant Beneath the Desert Sands
Explore the rise of Saudi Aramco, the world's largest oil company, and its profound impact on global energy, economy, and geopolitics.
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Edge16 Aug 2024
The Småland Spirit: How Rural Sweden Birthed Giants Like IKEA
Discover how The Småland Spirit turned a historically poor region into a hub of industrial success, spawning success stories like IKEA and Husqvarna.
Quartr Pro hasn't just improved our efficiency, it's helped us become better listeners, better thinkers, and more curious investors.
Thomas O'HaraInvestment Director, GAM Investments