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Insights

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

Frédéric Arnault in front of a Tag Heuer watch – the tech visionary in the family
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.
2023-12-14
Jean Arnault - LVMH
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.
2023-12-14
Francois Rochon
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.
2023-12-13
Ingersoll Rand
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.
2023-12-13
Chuck Akre
Chuck Akre: Above Average Returns and a Legendary Framework
Charles T. “Chuck” Akre is not the first successful fund manager that a newcomer to the world of investing is likely to start out studying.
2023-12-13
Lotus: Baking a family fortune
Baking a Family Fortune: The Rise of Lotus Bakeries
Discover how Lotus Bakeries, family-owned since 1932, has grown into a global snack powerhouse with iconic brands and a focus on quality and long-term success.
2023-12-13
MAERSK Family
The Family Behind Maersk
A.P. Moller-Maersk A/S, most commonly referred to simply as Maersk, is a Danish shipping company that has evolved from a small operation consisting of a single steamship into a global shipping behemoth.
2023-12-12
Jack Henry
Jack Henry & Associates: A VMS “Gold Standard
Bernard Anzarouth, CIO of Constellation Software considers Jack Henry & Associates to be a “gold standard” among Vendor Management Software (VMS) companies due to its consistently superior performance.
2023-12-12
Marvel Reports
Marvel-ous Reporting: Marvel’s Comic Inspired Reports
Shareholder reports are often considered tedious and dry. However, in the 1990s, Marvel Comics revolutionized this perception by transforming its financial reports into captivating comic books.
2023-12-08
Payments Value Chain
The Payments Value Chain: A Complex Ecosystem
The payments industry is a complex and dynamic field involving multiple key players. These include customers, merchants, issuers, acquirers, card networks, and various other entities together forming the payments value chain.
2023-12-08
NIBE
NIBE: Creating Millionaires and a Greener Future
NIBE, just like IKEA, was founded in a rural part of Sweden called Småland. The company offers a wide range of pumps, wood stoves, and solar panels.
2023-12-06
Jensen Huang & Nvidia
The Story of Jensen Huang and NVIDIA
The story of Jensen Huang and NVIDIA is one of massive success, severe adversity, and a burning passion for innovation.
2023-12-06
Probability Neglect
Neglect of Probability: A Hidden Risk in Decision Making
The concept of "probability" should take center stage in our decision-making processes.
2023-12-04
Availability Heuristic
Availability Heuristic Explained
Have you ever made a judgment about the frequency of an event based on how easily you can recall examples? If so, you've experienced the availability heuristic at work.
2023-12-04
M&A Take Two
Take-Two Interactive: Rising to Power Through Strategic Acquisitions
In the dynamic world of video game publishing, Take-Two Interactive has carved out a unique and powerful position.
2023-12-04
M&A Disney
Disney's Most Notable Acquisitions Since Inception
Even though The Walt Disney Company was established already in 1923, many of the franchises and brands have been acquired during the last couple of decades.
2023-12-04
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