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Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.

Richemont - Cartier
The Story of Richemont: From Tobacco to Luxury Dominance
Explore one of the largest luxury companies globally: from its origins as a small tobacco business to world dominance within the luxury industry.
2024-02-02
Shopify
Shopify: Arming the Rebels
Discover Shopify's journey from a snowboard shop to a global e-commerce platform, offering tools for businesses to thrive online.
2024-02-02
Tobi Lutke
Tobi Lütke: From Passionate Coder and Snowboarder to Shopify CEO
Explore Tobi Lütke’s evolution from passionate coder to Shopify’s founder, his distinctive leadership, and ascent to being one of Canada’s wealthiest.
2024-02-02
Celsius Holdings - Energy Drink
Celsius: An Almost Unbeatable Growth Stock
Explore Celsius' remarkable rise in the beverage industry, with its stock outperforming that of Tesla by a wide margin during the last five years.
2024-02-01
Zildjian Cymbals is a family-run business with a 400-year legacy
The Avedis Zildjian Company: 400 Years of Cymbal Making
Zildjian, the illustrious cymbal manufacturer, boasts a rich history spanning an impressive 400 years. People interested in music are most certainly familiar with its logotype and products.
2024-02-01
Engcon – the global leader in tiltrotators that IPO:ed in 2022
Engcon: Global Market Leader in Tiltrotators
Engcon has remarkably grown its revenue and EBIT at an around 15% and 24% compounded annual growth rate (CAGR) over the past decade.
2024-02-01
Highlighting 6 e-commerce companies that leads the digital shift
E-commerce Enablers: Leading the Digital Shift
The e-commerce landscape has undergone a dramatic transformation during the last decade, evolving into a significant segment of the global retail market. As of recent years, its penetration has soared beyond 15 percent globally.
2024-02-01
Discover companies profiting from the e-sports trend
Esports Companies: A Financial Perspective on a Growing Industry
Esports has evolved from small tournaments hosted by enthusiasts with a few dozen attendants and spectators, where the prize usually consisted of a couple of pizzas and a few hundred dollars into a multi-billion dollar industry.
2024-01-31
Largest luxury groups 2023
The 13 Largest Luxury Companies in the World
Explore the largest luxury companies in the world. Also, we list and visualize the 13 largest luxury companies globally by market cap.
2024-01-26
Kerings Rise to Power
Kering's Rise to Power: The Epic Battle for Gucci
Based in Paris, Kering is the fifth-largest luxury group globally, owing to its rich history and extensive portfolio of premium brands including Gucci, Saint Laurent, Bottega Veneta, and Balenciaga, among others.
2024-01-24
Indutrade
Indutrade: Growing Through Strategic Acquisitions
Indutrade, a Swedish serial acquirer founded in 1978, has established itself as a significant player in the field of technology and industrial business.
2024-01-24
The story behind the Wallenberg family
The Wallenberg Family: From Swedish Banking to Global Industrial Dominance
Explore the Wallenberg family’s journey, from founding SEB to shaping global industries and philanthropy.
2024-01-19
Data Center Services, Solutions, and Suppliers
Data Center Services & Solutions: Powering the Backbone of the Internet
Data centers could be described as the backbone of the internet, housing the servers and hardware that keep our digital world running.
2024-01-17
Largest M&A Deals of 2023
The Largest Announced M&A Deals of 2023
Explore the biggest M&A deals of 2023, including major moves in energy, tech, and biotech sectors, reflecting a trend in strategic growth.
2024-01-17
StoneCo
StoneCo: A Rising Star in the Brazilian Fintech Landscape
With an impressive 7-year revenue growth CAGR of 60% and Berkshire Hathaway as a major shareholder, StoneCo is certainly a company worth exploring.
2024-01-17
EssilorLuxottica M&A History
EssilorLuxottica: Global Dominance Through Strategic Acquisitions
Explore EssilorLuxottica's key acquisitions and how they have shaped the company into a dominant force in the eyewear industry.
2024-01-17
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