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Insights
Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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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
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
Explore Bill Gurley: from his early venture capital investments to thought leadership and view on corporate governance.
2024-03-15
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
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
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
Chasing Runners High: The Rise of HOKA and On
Explore the rise of HOKA and On in the athletic footwear industry, revolutionizing comfort and style with their groundbreaking footwear.
2024-03-12
Elon Musk: SpaceX, Tesla, and Shaping the Future
Explore Elon Musk's groundbreaking journey, including his roles in building SpaceX and Tesla, and how he's shaping the future across various domains.
2024-03-12
Companies That Had Their IPO in 2001: The Deflating Dot Com Bubble
An overview of the IPO landscape in 2001 as the dot com bubble continued to deflate and the number of companies going public dramatically decreased.
2024-03-11
Frank Slootman Beyond Snowflake: One of the Most Respected CEOs
Explore Frank Slootman's journey as CEO, reshaping Data Domain, ServiceNow, and Snowflake into tech powerhouses, and his unique leadership style.
2024-03-08
L’Oréal: The Beauty of Intangibles
Discover L’Oréal's journey to becoming the global beauty leader and the competitive advantages that have solidified its dominance.
2024-03-08
William "Bill" Anders: From Apollo 8 Astronaut to General Dynamics CEO
Explore the journey of William "Bill" Anders from Apollo 8 astronaut to CEO of General Dynamics, transforming the defense industry with strategic vision.
2024-03-08
Michael O'Leary: Ryanair's Maverick CEO
Explore Michael O'Leary's remarkable transformation with Ryanair, revolutionizing budget air travel in Europe with unique and ingenious strategies.
2024-03-07
Companies That Had Their IPO in 2000: Last Days of the Dot Com Bubble
An overview of the IPO market in 2000 as the dot com bubble reached its peak.
2024-03-07
Dassault Systèmes: The French Software Titan
Dive into the world of Dassault Systèmes, a French software titan excelling in 3D modeling, simulation, and virtual twin tech.
2024-03-05
Marcus “Husky” Wallenberg: Quietly Shaping Global Innovation
Explore Marcus “Husky” Wallenberg’s impact: from his family’s legacy, sailing triumphs, to quietly shaping global innovation.
2024-03-04
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