Edge1 Mar 2024Visa and Mastercard: The Global Payment DuopolyExplore one of the world's largest and most discussed duopolies, from the origins of the credit card to its combined market value of $850 billion.
Edge29 Feb 2024Pricing Power Through Scarcity: A Case Study of FerrariExplore how Ferrari's scarcity and brand strength amplify its pricing power, crucial for a luxury company's success.
Edge19 Jan 2024The Wallenberg Family: From Swedish Banking to Global Industrial DominanceExplore the Wallenberg family’s journey, from founding SEB to shaping global industries and philanthropy.
Edge22 Dec 2023Diving Deep Into Helmer’s 7 Powers Using Company Examples7 Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world.
Edge13 Dec 2023Baking a Family Fortune: The Rise of Lotus BakeriesDiscover how Lotus Bakeries, family-owned since 1932, has grown into a global snack powerhouse with iconic brands and a focus on quality and long-term success.
Edge6 Dec 2023The Story of Jensen Huang and NVIDIAThe story of Jensen Huang and NVIDIA is one of massive success, severe adversity, and a burning passion for innovation.
Edge24 Nov 2023Norway's Sovereign Wealth Fund: Creating Lasting ProsperityBut what makes Norway’s striking of oil so fundamentally different from its worse faring counterparts? The answer is in large part its Norwegian Government Pension fund, and Norges Bank Investment Management
Edge1 Nov 2023Aswath Damodaran: The Dean of ValuationA finance professor, author, and blogger, Aswath Damodaran is widely regarded as one of the foremost experts in valuation, and his contributions to the field are nothing short of legendary. Let's delve into the journey of this valuation maestro, often dubbed the 'Dean of Valuation,' and explore his most renowned works and ideas, as well as the factors that have cemented his reputation as one of the most famous and respected figures in valuation worldwide.
Edge24 Oct 2023Jeff Bezos: Building an Empire from A to ZDiscover Jeff Bezos' journey from a space-obsessed child to founding Amazon and building one of the most powerful companies ever to exist.
Edge9 Oct 2023Chasing 10-baggers: The Timeless Wisdom of Peter LynchPeter Lynch's investment strategies: picking high-growth companies, the significance of simplicity, and why amateurs often outperform professionals.
Edge19 Jul 2023Hermès: Two Centuries of Craftsmanship and ExcellenceExplore the rich history of one of the most iconic brands worldwide, the creation of the Birkin bag, and the rivalry against LVMH.
Edge12 Jul 2023The Porsche Family’s Race to the TopPorsche's history, the family's wealth, the connections to Volkswagen, and how this German-Austrian dynasty traces back to pre-World War II Germany.
Edge4 Jul 2023The Extraordinary Life of Charlie MungerCharlie Munger's extraordinary journey from a WWII meteorologist to a legendary investor, building Berkshire Hathaway with timeless wisdom.
Edge23 Mar 2023Brunello Cucinelli: 10 Core IdeasWe have distilled a decade of Brunello Cucinelli shareholder letters, interviews and earnings call transcripts into 10 core ideas.