Insights archive

Peter Lynch - Cocktail Theory

Investment Strategy

Peter Lynch: The Cocktail Theory

In a world where professional economists and forecasters struggle to predict markets, the Cocktail Party Theory offers an unconventional perspective. This theory, developed through social observations, focuses on buying undervalued great companies instead of predicting market movements.

Initial Public Offering - IPO - What is it?

Company Research

From Startup to Stardom: What is an IPO?

An Initial Public Offering (IPO) is a momentous event in the life of a company. From early-stage startups to mature businesses, the decision to go public through an IPO is a game-changer. But what does it really mean, and why is it crucial for investors to understand the mechanics of IPOs?

IPOs in 2018

Company Research

Class of 2018: Companies that Had Their IPO in 2018

The year 2018 was an exciting time for the stock market, with several high-profile companies making their public debut. In this article, we will take a trip down memory lane and review the most promising companies that had their IPO in 2018.

Initial Public Offerings in 2017 - IPOs in 2017

Company Research

From Snap to Roku: Companies That Had Their IPO in 2017

The year 2017 was a significant one for the stock market. It marked the emergence of several game-changing companies that chose to go public. These companies have since influenced various industries and investor portfolios. In this article, we’ll explore the companies that had their IPO in 2017.

Initial Public Offerings - IPOs in 2016

Company Research

The New Kids on the Block: Companies that Had Their IPOs in 2016

The year 2016 was marked by significant events in the stock market, with numerous companies making their public debut. In this article, we will take a closer look at the companies that had their IPOs in 2016, the biggest IPO of that year, and the IPO landscape in the following year.

Initial Public Offerings - IPOs in 2014

Company Research

Tech Titans and Beyond: Companies that Had Their IPO in 2014

When we think about the year 2014, we often remember it as an exciting time in the world of initial public offerings (IPOs). Many new players entered the market with a bang, with technology companies leading the charge.

Initial Public Offerings - IPOs in 2013

Company Research

Class of 2013: A Journey Through the IPO Landscape of 2013

The year 2013 was a pivotal period in the world of business and finance. The global economy was recovering from the 2008 financial crisis, and companies were eager to capitalize on the renewed investor confidence. Among these were several game-changers and industry disruptors that chose 2013 to make their mark on the stock market

Initial Public Offerings - IPOs in 2007

Company Research

Companies that Had Their IPOs in 2007 Before the Financial Crisis

The year 2007 was an interesting time for the stock market. Just before the Great Recession, many companies decided to go public, unaware of the impending financial crisis that would dramatically impact the global economy. In this article, we will explore the companies that had their IPOs in 2007 and how they fared amidst the challenging environment that followed.

Initial Public Offerings - IPOs in 2004

Company Research

Google and Beyond: Companies that Had Their IPO in 2004

The year 2004 was a remarkable period for the stock market, witnessing several significant initial public offerings (IPOs). Among them, Google's IPO stands out as one of the most notable events in stock market history. In this article, we will take a closer look at the memorable companies that had their IPOs in 2004 and their impact on the market.

Initial Public Offerings - IPOs in 2003

Company Research

The IPO Boom of 2003: Companies that Had Their IPOs in 2003

The early 2000s were marked by economic recovery following the dot-com bubble and the events of 9/11. It was in this context that several notable companies went public in 2003, setting the stage for further growth and innovation in various sectors. In this article, we will revisit the most remarkable companies that had their IPO in 2003 and explore the IPO landscape of the subsequent years.

Initial Public Offerings - IPOs in 2002

Company Research

Companies that Had Their IPOs in 2002 Following the Dot-Com Bubble

In the aftermath of the dot-com bubble burst and the events of 9/11, the stock market faced numerous challenges, with many companies struggling to find their footing. However, some resilient companies managed to go public in 2002 and eventually bounce back from this challenging environment.

Shareholder Letter

Investor Relations

Shareholder Letters: A CEO's Perspective

A shareholder letter is a yearly communication dispatched by the CEO to the investors of a company. Its purpose? To offer a comprehensive overview of the company's operations, financial standing, achievements, setbacks, and future trajectory.

Working Capital

Working Capital: Calculation and Interpretation

Working capital is a financial ratio that plays a crucial role in the day-to-day operations and financial health of businesses. It serves as an indicator of a company's ability to meet its short-term obligations and sustain its operations.

Debt to Assets

Debt to Assets Ratio: Decoding Financial Risk

Financial ratios are an essential part of any business’s financial management, providing a quick snapshot of a company's financial performance. One such vital ratio is the "Debt to Assets" ratio.

Annual Report

Investor Relations

A Deep Dive into Annual Reports

An annual report is a comprehensive document providing an overview of a company's activities and financial performance throughout the preceding year. It's like a report card that a company presents to its stakeholders – investors, analysts, employees, customers, and regulators.

Mercado Libre - Marcos Galepin

Business Philosophy

MercadoLibre and Marcos Galperin: From Inception to Triumph

This article delves into the fascinating history of MercadoLibre and sheds light on Galperin's pivotal role in its success. From its inception to its current stature, we explore the compelling journey of MercadoLibre and the factors that have propelled it to become the e-commerce behemoth it is today.

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