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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.
Insights archive
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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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Company Research15 Apr 2024
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.
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Business Philosophy11 Apr 2024
Reed Hastings: The Architect of Netflix's Rise
Explore the mastermind of Netflix's rise and its culture of freedom and responsibility.
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Company Research11 Apr 2024
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.
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Company Research10 Apr 2024
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.
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Edge9 Apr 2024
Inside Netflix: Innovation, Originals, and Cultural Phenomena
Exploring Netflix's evolution: business model transformations, original content and cultural impact.
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Company Research8 Apr 2024
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.
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Company Research5 Apr 2024
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.
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Thomas O'HaraInvestment Director, GAM Investments