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Company Research25 Mar 2024
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.
Insights archive
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Edge21 Mar 2024
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.
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Company Research20 Mar 2024
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.
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Company Research20 Mar 2024
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.
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Company Research20 Mar 2024
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.
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Company Research20 Mar 2024
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.
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Company Research19 Mar 2024
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.
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Company Research18 Mar 2024
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.
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Company Research18 Mar 2024
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.
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Company Research18 Mar 2024
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.
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Investment Strategy15 Mar 2024
Bill Gurley: Venture Capital, Benchmark & Thought Leadership
Explore Bill Gurley: from his early venture capital investments to thought leadership and view on corporate governance.
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Edge14 Mar 2024
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.
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Company Research13 Mar 2024
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.
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Company Research13 Mar 2024
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.
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Company Research12 Mar 2024
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.
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Business Philosophy12 Mar 2024
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.