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Insights

Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.

The IPO Year 1989
Companies That Had Their IPO in 1989: The Calm Between the Storms
A look at the IPO landscape and market sentiment in 1989 as the markets enjoyed a period of relative calm between tumultuous times.
2024-03-26
The IPO Year 2006
Companies That Had Their IPO in 2006: Healthy Stock Market and IPO Landscape
An overview of the IPO landscape in 2006, and the stock market during an optimistic year with several notable public offerings.
2024-03-25
The IPO Year 1997
Companies That Had Their IPO in 1997: Tech and Internet Fever
An overview of the IPO landscape and stock market sentiment as the dot com bubble slowly started to take shape.
2024-03-25
The Legendary Performance of Renaissance Technologies and The Medallion Fund
Renaissance Technologies: The Highest-Performing Investment Firm in History
Explore how the early deployment of AI and machine learning at Renaissance Technologies, enabled its Medallion Fund to turn $1,000 into $90.1 million, net.
2024-03-21
Remo Ruffini: CEO of Moncler and leading the acquisition of Stone Island
Remo Ruffini and Moncler: Chasing the Peak
Discover how Remo Ruffini masterfully transformed Moncler, merging tradition with innovation, and leading the brand to global luxury prominence.
2024-03-20
The IPO Year: 1991
Companies That Had Their IPO in 1991: Recovery From a Recession
An overview of the markets and the IPO landscape as the economy recovered from the early 90s recession.
2024-03-20
The IPO Year: 1988
Companies That Had Their IPO in 1988: A Year of Recovery
An overview of the IPO landscape and general sentiment in 1988 as the markets recovered from the Black Monday crash the previous year.
2024-03-20
The IPO Year: 1987
Companies That Had Their IPO in 1987: From Optimism to Black Monday
An overview of 1987's IPO landscape and stock market sentiment, as conditions turned from unabridged optimism to panic in the wake of Black Monday.
2024-03-20
Titans of the sky – discover the Boeing-Airbus duopoly
The Boeing-Airbus Duopoly: Titans of the Skies
Dive into the fascinating history and competitive dynamics of the Boeing-Airbus duopoly in the commercial aircraft industry.
2024-03-19
The Rise of Copart: From Salvage Yard to Tech Giant
The Rise of Copart: From Salvage Yard to Tech Giant
Explore Copart's capital allocation mastery, its competitive advantages, and its transformation from a local salvage yard to a $53 billion empire.
2024-03-18
The IPO Year 1998
Companies That Had Their IPO in 1998: The Inflating Dot Com Bubble
An overview of the market sentiment and IPO landscape as the dot com bubble continued to inflate during the late 90s.
2024-03-18
The Coca-Cola and Pepsi Duopoly: The Secret Ingredients
The Coca-Cola and Pepsi Duopoly: The Secret Ingredients
Dive into the iconic rivalry between Coca-Cola and Pepsi, the two behemoths of the soft drink industry, and their primary competitive strengths.
2024-03-18
Bill Gurley: Venture Capital, Benchmark & Thought Leadership
Bill Gurley: Venture Capital, Benchmark & Thought Leadership
Explore Bill Gurley: from his early venture capital investments to thought leadership and view on corporate governance.
2024-03-15
HelloFresh: Competitive Analysis and Future Outlook for Meal Kits
Inside HelloFresh: The Meal Kit Monopoly
Explore how HelloFresh conquers the meal kit industry with operational excellence, claiming 75% market share in the US and Europe.
2024-03-14
Exploring companies that had their IPO in 1999
Companies That Had Their IPO in 1999: Dot Com Speculation Continues
An overview of the IPO frenzy and market sentiment of 1999 as the Dot Com Bubble continued to inflate and tech and internet companies dominated the landscape.
2024-03-13
The watch manufacturer Patek Philippe of Geneve, Switzerland
Patek Philippe: World's Most Prestigious Watch Manufacturer?
Explore Patek Philippe's legacy since 1839: innovation, collectibles, craftsmanship, and family-owned tradition define this luxury watchmaking icon.
2024-03-13
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