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Business philosophy14 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.
Insights archive
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Business philosophy14 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.
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Business philosophy14 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.
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Investment strategy13 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.
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Company research13 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.
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Investment strategy13 Dec 2023
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.
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Edge13 Dec 2023
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.
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Business philosophy12 Dec 2023
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.
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Company research12 Dec 2023
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.
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Company research8 Dec 2023
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.
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Company research8 Dec 2023
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.
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Company research6 Dec 2023
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.
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Edge6 Dec 2023
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.
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Investing4 Dec 2023
Neglect of Probability: A Hidden Risk in Decision Making
The concept of "probability" should take center stage in our decision-making processes.
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Investing4 Dec 2023
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.
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Company research4 Dec 2023
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.
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Thomas O'HaraInvestment Director, GAM Investments