Insights archive

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.
YTD
Investing
3 Oct 2023
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?
Keyword Alerts CACI
Investor Relations
3 Oct 2023
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.
Push Notifications
Investor Relations
29 Sep 2023
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.
Next Big Thing
Company Research
29 Sep 2023
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.
Highlighting
Investor Relations
28 Sep 2023
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!
Nomad Costco
Investment Strategy
28 Sep 2023
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.
Timeline Trends
Investor Relations
27 Sep 2023
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.
Slide Search
Investor Relations
27 Sep 2023
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.
Ray Dalio
Investment Strategy
27 Sep 2023
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.