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Edge21 Feb 2025
Axon: Making Bullets Obsolete
Axon transformed the TASER from a struggling invention into a $50B public safety giant, redefining policing with tech-driven solutions.
Insights archive
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Edge7 Feb 2025
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.
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Investor Relations3 Feb 2025
Quartr Brings Stories Behind the Numbers to Light
Quartr simplifies access to IR material and puts qualitative insights and company narratives front and center.
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Investor Relations3 Feb 2025
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.
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Edge24 Jan 2025
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.
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Edge3 Jan 2025
Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
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Edge27 Dec 2024
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.
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Edge20 Dec 2024
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.
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Edge13 Dec 2024
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.
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Company Research9 Dec 2024
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.
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Business Philosophy9 Dec 2024
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.
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Edge6 Dec 2024
Master of Tickets: Breaking Down Live Nation Entertainment
Since merging in 2010, Ticketmaster and Live Nation have built an expansive ecosystem that dominates global live entertainment.
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Business Philosophy6 Dec 2024
Peter Beck: The Innovator at Rocket Lab
Peter Beck, born and raised in New Zealand, is one of the key individuals in the aerospace industry as the founder and CEO of Rocket Lab.
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Company Research5 Dec 2024
Prada: The Story of an Icon
Prada's journey from a small Milan boutique to a global luxury empire, led by Miuccia's innovation and creativity.
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Company Research5 Dec 2024
Hims & Hers: Bridging Gaps in Telehealth
Hims & Hers was founded in 2016 by Andrew Dudum and has grown into a ~$4 billion company in the telehealth industry in less than a decade.
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Business Philosophy4 Dec 2024
Andrew Dudum: Founder and CEO of Hims & Hers
Andrew Dudum is the founder and CEO of Hims & Hers, an innovative telehealth company focused on bridging the gap between consumers and healthcare.