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Company research26 May 2025
Costco Wholesale: The Model of Scalable Simplicity
Costco's rise from warehouse club to retail giant is built on low prices, scale efficiency, and a model designed for lasting customer value.
Insights archive
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Company research23 May 2025
Upcoming IPOs to Watch in 2025
Potential IPOs in 2025 include prominent names like Shein, Databricks, Klarna, eToro, and Figma, to name a few. Let's take a closer look.
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Company research22 May 2025
Figma: Collaborative Design, Growth, and the Road After IPO
By making design collaboration seamless, Figma created a platform embraced by companies worldwide – momentum that carried it to the public markets.
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Company research22 May 2025
Companies That Had Their IPO in 2024: Momentum Increasing
2024 marked a steady year for IPOs, driven by strong markets, AI momentum, and high-profile listings across industries and regions.
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Edge16 May 2025
The Rise and Fall of Wirecard
A look inside the Wirecard scandal, which took the company from the prestigious DAX 30 to insolvency through the largest accounting fraud in European history.
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Company research7 May 2025
Lowe's Companies: Building a One-Stop Shop for Home Improvement
Lowe's Companies began as a single store in 1921 and has steadily expanded its footprint and offerings, now operating 1,750 stores across the U.S.
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Business philosophy5 May 2025
Greg Abel: Succeeding Warren Buffett at Berkshire Hathaway
After decades working with Warren Buffett and Charlie Munger, Greg Abel was named Buffett’s successor as he steps down in late 2025.
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Edge2 May 2025
Intuitive Surgical: Enhancing Surgery with Robotic Precision
Intuitive Surgical has revolutionized surgery with robotics, building its dominant position through decades of innovation, validation, and expansion.
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Edge18 Apr 2025
Moncler: From the Mountains to the Runway
The story of Moncler, all the way from its beginnings in the Alps to its journey to some of the most prestigious runways in the world.
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Company research10 Apr 2025
eToro: Innovation and Growth
eToro was founded in 2007 and has grown into a global trading platform with over 40 million users and an extensive offering across several asset classes.
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Company research9 Apr 2025
Yum! Brands: The Company Behind Pizza Hut, KFC, and Taco Bell
Yum! Brands started at PepsiCo in the 1970s and is home to some of the most well-known brands in the world, such as Pizza Hut, KFC, and Taco Bell.
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Business philosophy9 Apr 2025
Marvin Ellison: Chairman, President, and CEO of Lowe's
Marvin Ellison is CEO of Lowe's Companies, with over 30 years of experience in American retail and a career spanning leadership roles at major national chains.
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Company research8 Apr 2025
The Home Depot: The World's Largest Home Improvement Retailer
The Home Depot was founded in 1979 and has ever since applied its successful strategy of expansion to grow its business substantially, now operating 2,347 stores.
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Business philosophy8 Apr 2025
David Gibbs: CEO of Yum! Brands
David Gibbs has gained experience at all three of Yum! Brands' major chains – Taco Bell, KFC, and Pizza Hut – before becoming its CEO in 2020.
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Edge4 Apr 2025
Floor & Decor: Scale, Selection, and Efficiency
Floor & Decor has successfully expanded into a nationwide specialist in hard-surface flooring, driven by its standout sourcing model and store format.
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Edge21 Mar 2025
Adobe: Equipping the Architects of Digital Expression
The story of how Adobe grew from a small garage upstart to one of the largest and most dominant software companies in the world.
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Thomas O'HaraInvestment Director, GAM Investments