Open app

Insights

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

Understanding the Semiconductor Value Chain and its Key Players
Understanding the Semiconductor Value Chain: Key Players & Dynamics
The semiconductor industry forms the backbone of our technologically driven world. From smartphones to cars, these minuscule components power a vast array of electronic devices.
2023-10-05
Chuck Akre's Three-Legged Stool
Chuck Akre’s Three-Legged Stool: A Long-Term Investing Framework
When it comes to long-term investing, Chuck Akre’s iconic "Three-Legged Stool" framework stands out as a lucrative approach for evaluating investment opportunities. According to Akre, three key characteristics can above all drive incredible long-term investment returns: Exceptional Business, Killer Management, and a Reinvestment Moat. Here’s a closer look at each of the three "legs" that make up this robust model.
2023-10-03
YTD
YTD Comparisons: Benchmarking Success
In the world of finance and investing, there’s an array of terms and financial ratios that can sometimes make things seem more complex than they really are. One such term, which is often used to gauge a company's performance, is YTD, or “Year-to-Date.” But what does YTD mean?
2023-10-03
Keyword Alerts CACI
Keyword Alerts: Instantly Know When Words Are Mentioned
Imagine being the first to know when a public company mentions a specific word or topic in an earnings call, and then instantly jumping into the call to listen to what they have to say about it. From mentions of products, market trends, and key metrics to announcements of spin-offs, strategic reviews, special dividends, or even CEO changes – crucial information is now within easy reach using Keyword Alerts in the Quartr Mobile App.
2023-10-03
Push Notifications
Push Notifications From the Public Markets
Investing in the stock market is like playing a high-stakes game of chess. The difference? In chess, the moves unfold right before your eyes, but in the stock market, crucial moves are often tucked away in earnings reports, earnings calls, capital market days, and investor conferences.
2023-09-29
Next Big Thing
You Don't Have to Chase the "Next Big Thing" to Achieve Great Returns
In the investing world, there's often a lot of buzz around the "next big thing." Whether it's the latest tech startup, a revolutionary product, or a new industry trend, many investors get caught up in the excitement and rush to invest in hopes of striking gold.
2023-09-29
Highlighting
Highlighting: Your Capital Markets Notetaker
Isn’t recalling important insights from earnings calls, capital market days, M&A announcements, and investor conferences unnecessarily complicated? Let us introduce – Highlighting!
2023-09-28
Nomad Costco
Investing Mastery with Nick Sleep: Nomad's Costco Investment
Nick Sleep remains a mysterious figure in the world of investing and has avoided giving barely any interviews. He and his companion Qais Zakaria, together forming the Nomad Partnership, boasted an astounding 921% investment return between 2001-2014, dwarfing the MSCI World Index's 117% return during the same timeframe.
2023-09-28
Timeline Trends
Timeline: Track the Frequency of Mentions Over Time
With events such as earnings calls, capital market days, and investor conferences serving as crucial sources of information for financial analysts, investors, and journalists, professionals are in search of tools that can help them analyze data beyond mere surface-level mentions.
2023-09-27
Slide Search
Slide Search: Scan Specific Mentions in Presentations
In today’s information overflow you’ve probably experienced how hard it sometimes is to find the true facts, especially in investing. Going straight to the first-party data can give you cleaner, more accurate insights into your companies and industries of interest.
2023-09-27
Ray Dalio
The Ray Dalio Approach to Finance and Life
Ray Dalio is not just another name in the financial world. He's the founder of Bridgewater Associates, the second largest hedge fund in the world. He's best known for his macro investing strategies and his unique principles of radical transparency.
2023-09-27
Carl Icahn
Carl Icahn: A Wall Street Titan
For anyone familiar with Wall Street, Carl Icahn's presence is unmistakable. His influence in the stock market and his activist investment strategy have shaped the trajectory of multiple companies and fortunes for several decades.
2023-09-27
Phil Fisher
The Timeless Investment Wisdom of Philip Fisher
In the world of finance, few names shine as brightly as Philip Fisher's. His insights and methods have left a permanent mark on the investing landscape. To this day, several of the greatest investing minds, including Warren Buffett, admit to being influenced by Fisher's strategies and thinking.
2023-09-27
Topics
Topics: Leveraging AI to Streamline Industry and Company Insights
In the fast-paced world of investing, where staying informed is crucial, time is of the essence. Whether you're an investor, analyst, journalist, or an investor relations professional, the need to quickly and accurately grasp the pulse of entire industries or specific groups of companies is paramount.
2023-09-27
10 Nordic Mid Small Caps
10 Impressive Nordic Mid/Small Cap Companies You Should Know About
The Nordic region, comprising Denmark, Finland, Iceland, Norway, and Sweden, has long been recognized for its robust economies, innovation, and a flair for producing globally recognized companies.
2023-09-26
History Mode in Slides showing changes in repetitive slides over passed quarterly events
History Mode: Tracing Corporate Narratives
In the vast landscape of corporate presentations, there’s one tool that is changing how analysts, investors, and industry observers are understanding companies: History Mode. This Quartr Web App feature allows users to track the evolution of specific companies' most commonly used slides.
2023-09-25
<1...202122...30>