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Insights
Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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Bob Iger: Disney's Visionary CEO
Bob Iger is a legend in the entertainment industry, known for his visionary leadership and as one of the most influential CEOs in Disney's history.
2025-03-10
Ramon Laguarta: PepsiCo's Veteran Chairman and CEO
Ramon Laguarta, CEO and Chairman of the food and beverage giant PepsiCo leads its global expansion and transition toward a more sustainable future.
2025-03-10
Rise of the Clog: The Unexpected Success of Crocs
Crocs has created a unique position in the shoe market with an eye-catching design and marketing strategy involving several successful collaborations.
2025-03-07
The Coca-Cola Company: From Soda to Global Beverage Leader
The Coca-Cola Company's incredibly rich history spans over a century, evolving from a single soda brand into a global beverage giant.
2025-03-07
Andrew Rees: The CEO Behind Crocs' Comeback
Andrew Rees has played a key role in Crocs' resurgence over the past decade, leading the company first as President and as CEO since 2017.
2025-03-06
Axon: Making Bullets Obsolete
Axon transformed the TASER from a struggling invention into a $50B public safety giant, redefining policing with tech-driven solutions.
2025-02-21
Robert G. Hagstrom: Darwinian Investing and Multidisciplinary Wisdom
Robert G. Hagstrom, author of The Warren Buffett Way, explores how interdisciplinary thinking shapes his investing, from Adler's reading to Darwinian markets.
2025-02-07
Quartr Brings Stories Behind the Numbers to Light
Quartr simplifies access to IR material and puts qualitative insights and company narratives front and center.
2025-02-03
The Evolution of the IRO Role: Staying Informed and Strategic With Quartr Pro
Staying informed is critical for IROs. Quartr Pro simplifies gathering market insights and narrative positioning with unprecedented speed and precision.
2025-02-03
Mips: The Gore-Tex of Brain Protection
How Mips turned a critical safety flaw into a global success, redefining helmet protection with its technology and ingredient brand business model.
2025-01-24
Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
2025-01-03
House of Pinault: The History and Business of Kering and Gucci
Kering is a luxury group under the Pinault family's leadership, managing iconic brands like Gucci, Saint Laurent, and Bottega Veneta.
2024-12-27
Under the Hood: AutoZone's Blueprint for Retail Excellence
An in-depth look at the largest aftermarket auto parts retailer in the U.S., its philosophy, and masterful capital allocation.
2024-12-20
Lessons from Gautam Baid: Mastering Simplicity and Compounding
Gautam Baid's journey of compounding wisdom, investing simplicity, and lifelong learning – insights to transform your financial and personal growth.
2024-12-13
Rocket Lab: Breaking Ground in Space
Rocket Lab has been one of the pioneers in the commercial aerospace industry, with numerous satellite launches and space system applications.
2024-12-09
Anthony Noto: The Multifaceted CEO of SoFi
Anthony Noto built a successful and diverse career across multiple industries before becoming CEO of the fintech company SoFi.
2024-12-09
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