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Edge22 Aug 2025
The Dilemma That Brought Down Kodak
Kodak helped invent digital photography but failed to embrace it. How the innovator's dilemma turned an icon into its own most famous casualty.
Insights archive
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Business Philosophy12 Aug 2025
Maziar Mike Doustdar: Novo Nordisk's New CEO
A portrait of the pharmaceutical giant's new CEO, who assumes the position at a critical time for the company in its competition with Eli Lilly.
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Edge8 Aug 2025
Novo Nordisk: Tipping the Scale of Innovation
Taking a look at the company behind Ozempic and Wegovy and diving into their history, business, and the challenges it now faces.
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Edge25 Jul 2025
Global Doughmination: Breaking Down Domino's Pizza
Inside the rise of Domino's Pizza: how franchising, delivery control, and supply chain mastery built one of the world's most efficient food empires.
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Edge11 Jul 2025
The Fifteenth Generation: A Conversation with Pietro Gussalli Beretta
An interview with Pietro Gussalli Beretta on how Beretta Holding blends 500 years of tradition with global growth, innovation, and long-term vision.
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Company Research4 Jul 2025
Citadel: Relentless Optimization at Global Scale
From a Harvard dorm to global dominance, this is the story of how Ken Griffin created one of the best-performing hedge funds of all time.
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Business Philosophy3 Jul 2025
David A. Ricks: Eli Lilly's Chairman and CEO
David Ricks built a decades-long career at Eli Lilly, now leading the giant company through a defining moment in its long pharmaceutical history.
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Company Research2 Jul 2025
D. E. Shaw & Co: Inside the Quiet Giant of Quant Finance
A deep dive into D. E. Shaw's evolution from a $28M quant startup to a $65B hedge fund giant, built on research, computing, and quiet consistency.
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Company Research2 Jul 2025
Pershing Square Capital Management: Conviction, Reinvention, and Contrarian Investing
Pershing Square Capital Management has grown into a top-tier hedge fund through reinvention, conviction, and focus on long-term value creation.
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Company Research30 Jun 2025
Eli Lilly: The Pharma Giant Behind Mounjaro and Zepbound
Eli Lilly's journey from insulin pioneer to global pharma giant, leading innovation in diabetes, obesity, and the future of metabolic health.
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Edge27 Jun 2025
500 Years of Craft, One Family Legacy: Beretta Holding's Global Expansion
How Beretta Holding managed to transform from a 16th-century gun barrel producer into a global industrial group while preserving 500 years of legacy.
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Business Philosophy23 Jun 2025
Shuntaro Furukawa: The Sixth President of Nintendo
Shuntaro Furukawa, Nintendo's sixth president, went from a childhood fan to leading the company through global expansion and the launch of Switch 2.
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Company Research19 Jun 2025
Nintendo: From Game Boy and Pokémon to Switch 2 and Mario Kart
Nintendo went from card maker to cultural icon, shaping modern entertainment through hardware innovation and world-famous characters.
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Business Philosophy18 Jun 2025
Ron Vachris: From Forklift Driver to CEO at Costco
Ron Vachris took over as Costco CEO in 2024, following a 40-year journey from warehouse floors to the top of one of retail's most admired companies.
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Business Philosophy16 Jun 2025
Luca de Meo: Succeeding Pinault as the New CEO of Kering
Luca de Meo's leap from auto to luxury marks a bold new chapter as he becomes the first non-Pinault CEO to lead the Kering empire.
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Edge13 Jun 2025
Airbnb: The Hospitality Giant Without Property
Airbnb has grown from an idea to help the Co-Founders make rent, to one of the most dominant companies in the global hospitality industry.
Quartr Pro hasn't just improved our efficiency, it's helped us become better listeners, better thinkers, and more curious investors.
Thomas O'HaraInvestment Director, GAM Investments