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Company research3 May 2024
Companies That Had Their IPO in 2019: Bull Market and Tech Dominance
Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.
Insights archive
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Edge3 May 2024
Microsoft's Journey to Becoming the World's Most Valuable Company
Explore Microsoft's rise from a garage startup to the world's most valuable company, highlighting Bill Gates' role in shaping the digital revolution.
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Business philosophy2 May 2024
Bill Gates: The Man Who Put a Computer in Every Home
Explore the life of Bill Gates, from co-founding Microsoft to global philanthropy, and his lasting impact on the world.
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Edge2 May 2024
The LEGO Story: Building a Business Brick by Brick
The story of how a small regional toymaker from Billund, Denmark, and their small, plastic bricks came to take over the toy industry.
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Business philosophy30 Apr 2024
Kevin Plank and the Rise of Under Armour
Dive into the story of Under Armour and its founder Kevin Plank, highlighting both successes and mistakes.
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Business philosophy29 Apr 2024
Sergey Brin's Role in Shaping the Tech World
Explore Sergei Brin's journey from a Moscow immigrant to co-founding Google, detailing key developments and Alphabet's creation.
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Company research25 Apr 2024
Four Decades of IPOs: An Overview
An overview of the stock and IPO market from the 80's until today, highlighting important events and trends.
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Business philosophy24 Apr 2024
Larry Page: The Mastermind Behind Google
Explore the journey of Larry Page from a tech-savvy youth to co-founding Google and leading Alphabet.
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Business philosophy24 Apr 2024
Mark Leonard: The Mysterious Brain Behind Constellation Software
Information about Mark Leonard is scarce, and one of the only ways to “get to know” him is through his shareholder letters. Join us in an attempt to do so.
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Business philosophy19 Apr 2024
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.
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Edge19 Apr 2024
The Three Cornerstones of Serial Acquirer Success
Explore what is behind successful serial acquirers: efficient capital use, decentralization, and a strong focus on people.
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Company research18 Apr 2024
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.
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Company research17 Apr 2024
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.
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Company research16 Apr 2024
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.
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Company research16 Apr 2024
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.
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Company research15 Apr 2024
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.
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Thomas O'HaraInvestment Director, GAM Investments