Visa and Mastercard: The Global Payment Duopoly
Edge
1 Mar 2024
Visa and Mastercard: The Global Payment Duopoly
Explore 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.
Ferrari
Edge
29 Feb 2024
Pricing Power Through Scarcity: A Case Study of Ferrari
Explore how Ferrari's scarcity and brand strength amplify its pricing power, crucial for a luxury company's success.
The story behind the Wallenberg family
Edge
19 Jan 2024
The Wallenberg Family: From Swedish Banking to Global Industrial Dominance
Explore the Wallenberg family’s journey, from founding SEB to shaping global industries and philanthropy.
Deep Dive Into Hamilton Helmer’s 7 Powers Using Company Examples
Edge
22 Dec 2023
Diving Deep Into Helmer’s 7 Powers Using Company Examples
7 Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world.
Lotus: Baking a family fortune
Edge
13 Dec 2023
Baking a Family Fortune: The Rise of Lotus Bakeries
Discover 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.
Jensen Huang & Nvidia
Edge
6 Dec 2023
The Story of Jensen Huang and NVIDIA
The story of Jensen Huang and NVIDIA is one of massive success, severe adversity, and a burning passion for innovation.
Norways Sovereign Wealth Fund
Edge
24 Nov 2023
Norway's Sovereign Wealth Fund: Creating Lasting Prosperity
But 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
Value investing with Aswath Damodaran: Intrinsic Value vs Price
Edge
1 Nov 2023
Aswath Damodaran: The Dean of Valuation
A 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.
Jeff Bezos Amazon
Edge
24 Oct 2023
Jeff Bezos: Building an Empire from A to Z
Discover Jeff Bezos' journey from a space-obsessed child to founding Amazon and building one of the most powerful companies ever to exist.
Chasing_Tenbaggers_Hero
Edge
9 Oct 2023
Chasing 10-baggers: The Timeless Wisdom of Peter Lynch
Peter Lynch's investment strategies: picking high-growth companies, the significance of simplicity, and why amateurs often outperform professionals.
Origins of Hermès and the Kelly Bag
Edge
19 Jul 2023
Hermès: Two Centuries of Craftsmanship and Excellence
Explore the rich history of one of the most iconic brands worldwide, the creation of the Birkin bag, and the rivalry against LVMH.
The Porsche Family's Race to the Top - Edge #24
Edge
12 Jul 2023
The Porsche Family’s Race to the Top
Porsche's history, the family's wealth, the connections to Volkswagen, and how this German-Austrian dynasty traces back to pre-World War II Germany.
The Extraordinary Life of Charlie Munger
Edge
4 Jul 2023
The Extraordinary Life of Charlie Munger
Charlie Munger's extraordinary journey from a WWII meteorologist to a legendary investor, building Berkshire Hathaway with timeless wisdom.
Brunello Cucinelli's 10 Core Ideas
Edge
23 Mar 2023
Brunello Cucinelli: 10 Core Ideas
We have distilled a decade of Brunello Cucinelli shareholder letters, interviews and earnings call transcripts into 10 core ideas.