Insights archive

Our List of 100 Eminent Serial Acquirers
Company Research
12 Nov 2024
Our List of 100 Eminent Serial Acquirers
Serial acquirers have deep experience in mastering value creation through reallocating resources across their portfolio of acquired companies.
Vladimir Tenev: Co-founder & CEO of Robinhood
Business Philosophy
12 Nov 2024
Vlad Tenev: Co-founder & CEO of Robinhood
Vlad Tenev co-founded Robinhood and has grown it into one of the most popular investing platforms in the U.S. within a decade.
Streamlining Q&A Preparations for Investor Relations Professionals
Investor Relations
11 Nov 2024
Streamlining Q&A Preparations for Investor Relations Professionals
Enhance investor relations Q&A prep with Quartr Pro: streamline data gathering, mitigate risks, and build trust through AI-powered insights.
Tasting Quality: Berkshire's Defining Bet on See's Candies
Edge
8 Nov 2024
Tasting Quality: Berkshire's Defining Bet on See's Candies
From Mary See's recipes to Berkshire's cherished asset, built on quality, brand loyalty, and timeless taste.
Robinhood: Revolutionizing Retail Investing
Company Research
7 Nov 2024
Robinhood: Revolutionizing Retail Investing
Since launching in 2015, Robinhood has transformed retail investing in the U.S., consistently broadening its offering to meet customer needs.
Doug McMillon: Walmart's Predestined CEO
Business Philosophy
6 Nov 2024
Doug McMillon: Walmart's CEO, Decades in the Making
Doug McMillon has spent over four decades at Walmart, starting as a summer associate and rising to become the CEO of the global retail giant.
Monster Beverage: Unleash the Beast
Edge
1 Nov 2024
Unleash the Beast: The Juicy Origins of Monster Beverage
Starting as a family-run juice business in the 1930s, Monster has transformed through bold, innovative branding and marketing into a global energy drink leader.
Deere & Company: Shaping the Future of Agriculture Since 1837
Edge
25 Oct 2024
Deere & Company: Shaping the Future of Agriculture Since 1837
Detailing the history of agriculture and Deere & Company, all the way from 1837 to the present day.
Intel: Semiconductors & Strategic Inflection Points
Company Research
24 Oct 2024
Intel: Semiconductors & Strategic Inflection Points
Founded in 1968, Intel has been a key player in the American semiconductor industry, with its processors powering computers worldwide.
Spin-off stories since 2000
Company Research
23 Oct 2024
Our Favorite Spin-off Stories Since 2000
Spin-off motives vary widely across different companies, but the underlying objective remains the same: enhancing long-term shareholder value.
Coupang: The South Korean E-commerce giant
Edge
18 Oct 2024
How Coupang Conquered South Korean E-commerce
The remarkable story of how Coupang has captured nearly every Korean household as customers in less than 15 years.
Walmart: Walton, retailing, and everyday low prices
Company Research
18 Oct 2024
Walmart: Walton, Retailing, and Everyday Low Prices
Walmart was founded in 1962 by Sam Walton, and has grown to become the largest retailer in the world, employing more than 2.1 million people worldwide.
The Story of Texas Instruments $TXN
Edge
11 Oct 2024
Texas Instruments: From Calculators to Master Capital Allocators
Texas Instruments has undergone many transformations from its origins in oil exploration to become one of the world's largest semiconductor producers.
Tom O'Hara
Edge
4 Oct 2024
The Art of Portfolio Management: Lessons from Tom O'Hara
Tom O'Hara shares insights on stock picking, navigating market distractions, and the importance of one-on-one meetings with management teams.
The Samsung Co-CEOs: Jong-Hee Han & Young-Hyun Jun
Business Philosophy
3 Oct 2024
The Samsung Co-CEOs: Jong-Hee Han & Young-Hyun Jun
Samsung Electronics' dual-CEO structure, led by Jong-Hee Han and Young-Hyun Jun, is designed to navigate the complexities of its diverse business.
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
Business Philosophy
3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.