Insights archive

Oualitative and Quantitative Info
Investor Relations
2 Jul 2023
Mixing Qualitative and Quantitative Information
In the modern world, where data can be seen as the new currency, understanding the types of data and their applications is vital. Two primary categories of data are qualitative and quantitative information.
Quarterly Report
Investor Relations
29 Jun 2023
What Quarterly Reports Reveal
In the bustling world of investor relations, one key event that consistently takes center stage is the release of a company's quarterly report. But what is quarterly reporting? Simply put, it is a financial report provided by public companies to shareholders every three months, hence the term "quarterly".
Agnelli
Business Philosophy
29 Jun 2023
Agnelli Family: Steering the Wheels of Fortune and Influence
The Agnelli family, a prominent Italian dynasty, is renowned for their influential business ventures. From Fiat Chrysler Automobiles to Juventus Football Club and their historic connection with Ferrari, the Agnellis embody wealth and influence in Italy.
Family Business - Keeping it in the family
Business Philosophy
29 Jun 2023
Why Family-Owned Businesses Outperform
A family-owned business is a company owned and operated by members of one or more families. It has been observed that these businesses often perform better than their non-family counterparts. In this article, we will delve into the reasons behind their success, their pros and cons, and the challenges they face. Furthermore, we will find out who holds the crown for being the largest family-owned companies in the world by market capitalization.
Charlie Munger Psychology of Human Misjudgment
Investment Strategy
28 Jun 2023
Speech: The Psychology of Human Misjudgment
In 1995, Charlie Munger delivered an iconic speech at Harvard University, titled The Psychology of Human Misjudgment. It still remains a timeless resource for understanding the complexities of human decision making. In the speech, Munger delves deep into behavioral economics and lists some of the most common cognitive biases.
Sarbanes-Oxley Act
Investor Relations
27 Jun 2023
Sarbanes-Oxley Act: Transforming Corporate Accountability
The Sarbanes-Oxley Act (SOX) is a federal law enacted in the United States in 2002 in response to several major corporate and accounting scandals. The law, named after its sponsors Senator Paul Sarbanes and Representative Michael Oxley, aims to protect shareholders and the general public from accounting errors and fraudulent financial practices in corporations.
Peter Lynch - Cocktail Theory
Investment Strategy
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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
26 Jun 2023
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.