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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.
Insights archive
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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.
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Company research11 Mar 2024
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.
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Business philosophy8 Mar 2024
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.
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Company research8 Mar 2024
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.
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Thomas O'HaraInvestment Director, GAM Investments