Insights archive

L Catterton: A Blend of Consumer Insight and Luxury Brand Expertise
Business Philosophy
22 Dec 2023
L Catterton: A Blend of Consumer Insight and Luxury Brand Expertise
L Catterton is a prominent global private equity firm specializing in consumer investments. Founded through the partnership of Catterton Partners, LVMH, and Groupe Arnault, L Catterton combines a deep understanding of consumer markets with the expertise and extensive network of the luxury goods sector.
A Crash Course in REITs - Real Estate Investment Trusts
Investing
22 Dec 2023
A Crash Course in REITs
There are several reasons an investor might choose to invest in a REIT rather than in physical real estate.
Deep Dive Into Hamilton Helmer’s 7 Powers Using Company Examples
Edge
22 Dec 2023
Diving Deep Into Helmer’s 7 Powers Using Company Examples
7 Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world.
Sandvik to Alleima: Shaping Swedish Industrial History Since 1862
Company Research
22 Dec 2023
Sandvik to Alleima: Shaping Swedish Industrial History Since 1862
While not a household name, Alleima is a company deeply ingrained in Swedish industrial history, with origins dating back to the 1860s.
Alexandre Arnault, Vice President of Tiffany & Co. Son of Bernard Arnault the founder of LVMH
Business Philosophy
21 Dec 2023
Alexandre Arnault's Impactful Journey at LVMH and Tiffany & Co.
Alexandre Arnault, one of Bernard Arnault's five children and the Executive Vice President of Tiffany & Co., has distinctively carved out his own path in the luxury industry.
Antoine Arnault, Vice Chairman of Christian Dior and son of the founder of LVMH, Bernard Arnault
Business Philosophy
21 Dec 2023
Will Antoine Arnault Succeed His Father at LVMH?
Bernard Arnault, CEO and Chairman of LVMH, recently advanced his eldest son, Antoine Arnault, to a more prominent role within the world's largest luxury conglomerate, fueling extensive speculation about succession at LVMH.
Delphine Arnault: At the Forefront of LVMH's Future and CEO of Dior
Business Philosophy
21 Dec 2023
Delphine Arnault: At the Forefront of LVMH's Future
As the eldest child and only daughter of Bernard Arnault, founder and CEO of LVMH – the world's largest luxury goods conglomerate – Delphine Arnault has carved out a unique and influential role within the company.
Mockup of the collaborative Workspaces in Quartr Web App – enhances creativity and structure
Investor Relations
21 Dec 2023
Workspaces: Enhancing Creativity and Collaboration
Creating, saving, and collaborating when doing fundamental financial research typically include using multiple different platforms. One for the research material, one for taking notes, and one for building your cases and collaborative work, et cetera.
YETI: From Garage Start-Up to Outdoor Giant
Company Research
21 Dec 2023
YETI: From Garage Start-Up to Outdoor Giant
Famous for its high-end Tundra coolers, YETI is an American designer, retailer, and distributor of products for the great outdoors. The company has, as of December 2023, grown its revenue from $90M to $1.6B since 2013, an impressive 10-year CAGR of 33%.
The article "A fad with staying power" from the notorious investor Peter Lynch
Investment Strategy
18 Dec 2023
A Fad With Staying Power
Peter Lynch, one of the most successful fund managers of all time, authored this insightful article in 1993. It explores the complexities of investment choices, emphasizing how hesitation and doubt can lead to missed opportunities.
Learn From IKEA’s Founder: Ingvar Kamprad’s 11 Pieces of Advice to Young Entrepreneurs
Business Philosophy
14 Dec 2023
Ingvar Kamprad’s 11 Pieces of Advice to Young Entrepreneurs
Despite growing up dyslexic in a rural part of Sweden during the poor 1930s, Ingvar Kamprad managed to not only reinvent the furniture industry but also create one of the strongest corporate cultures ever.
Bernard Arnault and LVMH - Moët Hennessy Louis Vuitton
Business Philosophy
14 Dec 2023
Bernard Arnault: The King of Luxury
Bernard Arnault, a name synonymous with luxury and wealth, has crafted an unparalleled legacy throughout his remarkable career.
Frédéric Arnault  in front of a Tag Heuer watch – the tech visionary in the family
Business Philosophy
14 Dec 2023
Frédéric Arnault: A Tech Visionary Transforming TAG Heuer
Frédéric Arnault, the son of Bernard Arnault, founder and CEO of LVMH, stands out in the second wealthiest family globally.
Jean Arnault - LVMH
Business Philosophy
14 Dec 2023
Jean Arnault: Bernard's Youngest Child and a Rising Star within LVMH
Explore the journey of Jean Arnault, Bernard's youngest, in LVMH. Uncover his rise, vision for Louis Vuitton's watches, and more.
Francois Rochon
Investment Strategy
13 Dec 2023
Francois Rochon and the Art of Investing
A deep-dive into Giverny Capitals Francois Rochon's investment strategy and framework, which has netted his firm an annualized return of over 14% since inception.
Ingersoll Rand
Company Research
13 Dec 2023
Ingersoll Rand: 150 Years of Industrial Excellence
Established in 1871, Ingersoll Rand has over the past 150 years evolved into a serial acquirer with a market cap of $29 billion.