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

The CEO of Alphabet (Google), Sundar Pichai
Sundar Pichai: CEO of Alphabet and Google
Explore Sundar Pichai's improbable journey from Chennai, India, to becoming one of the most powerful individuals on the planet.
2024-04-19
The Three Cornerstones of Serial Acquirer Success
The Three Cornerstones of Serial Acquirer Success
Explore what is behind successful serial acquirers: efficient capital use, decentralization, and a strong focus on people.
2024-04-19
The IPO Year 2023
Companies That Had Their IPO in 2023: Cautious Optimism
The cautiously optimistic market in 2023 saw stocks rebounded upwards, and interest in IPOs picked up from the previous year.
2024-04-18
Preparations ahead of the 2024 Puig IPO
Puig's 2024 IPO: Paco Rabanne, Jean Paul Gaultier, and Beyond
Explore Puig's journey from its 1914 inception to a 2024 IPO, showcasing its growth, strategic acquisitions, and impact in the beauty and fashion industry.
2024-04-17
Alphabet's unstoppable rise to becoming a global tech leader
Alphabet's Unstoppable Rise: From Stanford to Global Tech Leader
Discover Alphabet's rise from a university project to a global tech leader, highlighting its growth, diversification, and visionary leadership.
2024-04-16
The IPO Year 2022
Companies That Had Their IPO in 2022: War, Inflation and Interest Rates
The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.
2024-04-16
The IPO Year 2021
Companies That Had Their IPO in 2021: Bull Market and SPAC Mania
An overview of the defining features of the IPO landscape and general market sentiment in 2021.
2024-04-15
Machinery companies ranked by EPS CAGR
The Industrial Machinery, Supplies, and Components Industry
Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.
2024-04-15
Reed Hasting - Co-Founder of Netflix
Reed Hastings: The Architect of Netflix's Rise
Explore the mastermind of Netflix's rise and its culture of freedom and responsibility.
2024-04-11
The IPO Year 2020
Companies with IPO in 2020: COVID-19 Impact and Market Volatility
An overview of the market sentiment and IPO landscape as the COVID-19 pandemic sent the markets into a period of volatility.
2024-04-11
Constellation Software (CSI): Acquiring and Empowering
Constellation Software: Acquiring and Empowering
Explore the key ingredients of Constellation Software’s track record, with its shares having compounded at a 36% CAGR annually for almost two decades.
2024-04-10
Inside Netflix: business model transformations, original content, and cultural impact.
Inside Netflix: Innovation, Originals, and Cultural Phenomena
Exploring Netflix's evolution: business model transformations, original content and cultural impact.
2024-04-09
The IPO Year 1995
Companies That Had Their IPO in 1995: The Internet Hype Ramps Up
An overview of the general market sentiment and IPO landscape during 1995 as internet and tech companies were gaining traction.
2024-04-08
Spotify's Rise to Global Dominance in Music Streaming
Spotify's Rise to Global Dominance in Music Streaming
Explore how Spotify became the leading music streaming service globally, now boasting over 600 million monthly active users.
2024-04-05
The IPO Year 1996
Companies That Had Their IPO in 1996: Tech and Internet Domination
An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.
2024-04-04
The IPO Year 1990
Companies That Had Their IPO in 1990: The Recession Kicks Off
An overview of the stock market and IPO landscape in 1990 as the early 90s recession started.
2024-04-04
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