Insights archive

Live Transcripts
Investor Relations
26 Oct 2023
Live Earnings Call Transcripts: Financial Research Redefined
In the dynamic investing world, getting the right information at the right time can make the difference between a profitable decision and a missed opportunity. For investors, the stakes are high, and the need for accurate, swift, and reliable data is paramount.
Business Models
Business Philosophy
24 Oct 2023
Business Models: Examples, Types, and Visuals
From startups to established companies, understanding what a business model is and how to craft an effective one is at the heart of every thriving business. The business model essentially refers to how a company generates revenue.
Jeff Bezos Amazon
Edge
24 Oct 2023
Jeff Bezos: Building an Empire from A to Z
Discover Jeff Bezos' journey from a space-obsessed child to founding Amazon and building one of the most powerful companies ever to exist.
John Malone
Business Philosophy
24 Oct 2023
John Malone: Media Maverick & Unconventional Leader
John Malone is a name synonymous with media and telecommunication, a visionary whose fingerprints can be traced throughout the DNA of the U.S. cable industry. But beyond the boardroom deals and multi-billion-dollar acquisitions, Malone stands out as an emblem of unconventional leadership.
Evan Spiegel - CEO of Snap
Business Philosophy
19 Oct 2023
Evan Spiegel: The Mind Behind Snapchat's Success
Evan Spiegel is the CEO and co-founder of Snap Inc, the company behind the popular Snapchat mobile app. This article explores Evan’s journey and the mark he has left on social media and technology.
Tim Cook, CEO of Apple
Business Philosophy
19 Oct 2023
Tim Cook's Impact on Apple and His Special Bond with Steve Jobs
In the heart of Robertsdale, Alabama, a young boy named Timothy Cook had big dreams that would one day lead him to play a large part in some of the world's greatest technological innovations.
The Outsiders - William Thorndike
Business Philosophy
18 Oct 2023
Unconventional CEOs: William Thorndike’s book “The Outsiders”
“An outstanding book about CEOs who excelled at capital allocation.” This endorsement from Warren Buffett places “The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success” by William Thorndike at the top of his recommended reading list.
LVMH's Most Notable Acquisitions Since Inception - LVMH M&A
Company Research
17 Oct 2023
The Luxury Empire: LVMH's Most Notable Acquisitions Since Inception
Even though LVMH (Moët Hennessy Louis Vuitton) was formed in 1987, many of the luxury conglomerate's brands, or maisons, have roots dating back centuries. Through almost four decades of strategic mergers and acquisitions (M&A), Bernard Arnault has turned his vision of housing multiple prestigious maisons under one umbrella into a reality.
The World’s Top CEOs
Business Philosophy
16 Oct 2023
The World’s Top CEOs: Lessons in Excellence
In today’s competitive corporate landscape, CEOs are the rudders guiding companies to success. Their choices and leadership styles often determine a company’s direction, growth, and culture. However, what makes a CEO stand out in the global arena? Let’s delve into the signs of excellence demonstrated by the world’s top CEOs.
Chasing_Tenbaggers_Hero
Edge
9 Oct 2023
Chasing 10-baggers: The Timeless Wisdom of Peter Lynch
Peter Lynch's investment strategies: picking high-growth companies, the significance of simplicity, and why amateurs often outperform professionals.
Dara Khosrowshahi - Uber CEO
Business Philosophy
9 Oct 2023
Dara Khosrowshahi: The Visionary CEO Transforming Uber
Explore Dara Khosrowshahi's journey to become CEO of Uber and how he has transformed the company into the powerful ride-hailing giant it is today.
Richard Liu - Founder of JD.com
Business Philosophy
6 Oct 2023
The Story of Richard Liu Qiangdong and JD.com
JD.com stands as one of China's premier ecommerce leaders. While its chief rival, Alibaba, largely functions as a platform for third-party merchants, showcased by its Tmall and Taobao marketplaces, JD.com takes a different route.
Mark Zuckerberg - CEO and Founder of Facebook/Meta
Business Philosophy
6 Oct 2023
Mark Zuckerberg: The Architect of Social Media
When one thinks about social media, one name immediately comes to mind: Mark Zuckerberg, a name synonymous with the digital revolution.
Brian Chesky
Business Philosophy
5 Oct 2023
Brian Chesky: The Pioneer of the Sharing Economy
Brian Chesky is the co-founder and CEO of Airbnb, a platform revolutionizing the way people find and book accommodations worldwide. Since its inception in early 2008, Chesky and his two co-founders have been instrumental to Airbnb's rapid growth and its transformation of the hospitality industry.
Understanding the Semiconductor Value Chain and its Key Players
Company Research
5 Oct 2023
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.
Chuck Akre's Three-Legged Stool
Investment Strategy
3 Oct 2023
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.