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Insights

Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.

Dick Smith: The Orchestrator of General Cinema's Expansion
Dick Smith: The Orchestrator of General Cinema's Expansion
Explore the genius of Dick Smith in revolutionizing General Cinema, as highlighted in “The Outsiders”.
2024-05-08
Alex Karp: The Unconventional Tech Visionary and CEO of Palantir
Alex Karp: The Unconventional Tech Visionary
Explore how Alex Karp's unique blend of ethical leadership and personal well-being shapes his role as CEO of Palantir Technologies.
2024-05-08
François-Henri Pinault: Chairman and CEO of Kering Group
From Timber to Luxury: The Story of François-Henri Pinault and Kering
Dive into the story of François-Henri Pinault, from his rise in the family timber business to leading Kering into a global luxury powerhouse.
2024-05-07
The IPO Year 1994
Companies That Had Their IPO in 1994: A Cautious Market
An overview of the year 1994 in the stock and IPO market, as the interest rates soared and the bond market collapsed.
2024-05-07
The World of Luxury
The World of Luxury: Creating and Selling Desirability
Dive into the enchanting world of high-end allure, where the art of exclusivity shapes desire, turning luxury into an emblem of unique prestige.
2024-05-06
The IPO Year 2019
Companies That Had Their IPO in 2019: Bull Market and Tech Dominance
Discussing the stock and IPO market in 2019, and the factors that led to the overall bullish performance of stocks during the year.
2024-05-03
Microsoft's acquisition and growth journey to the top
Microsoft's Journey to Becoming the World's Most Valuable Company
Explore Microsoft's rise from a garage startup to the world's most valuable company, highlighting Bill Gates' role in shaping the digital revolution.
2024-05-03
Bill Gates: Founder of Microsoft
Bill Gates: The Man Who Put a Computer in Every Home
Explore the life of Bill Gates, from co-founding Microsoft to global philanthropy, and his lasting impact on the world.
2024-05-02
The Lego Story: Building a business brick by brick
The LEGO Story: Building a Business Brick by Brick
The story of how a small regional toymaker from Billund, Denmark, and their small, plastic bricks came to take over the toy industry.
2024-05-02
Kevin Plank - the Founder of Under Armour
Kevin Plank and the Rise of Under Armour
Dive into the story of Under Armour and its founder Kevin Plank, highlighting both successes and mistakes.
2024-04-30
Sergey Brin's Role in Shaping the Tech World
Sergey Brin's Role in Shaping the Tech World
Explore Sergei Brin's journey from a Moscow immigrant to co-founding Google, detailing key developments and Alphabet's creation.
2024-04-29
Four Decades of IPOs – from the 1980's until today
Four Decades of IPOs: An Overview
An overview of the stock and IPO market from the 80's until today, highlighting important events and trends.
2024-04-25
Larry Page: The Mastermind Behind Google and Alphabet
Larry Page: The Mastermind Behind Google
Explore the journey of Larry Page from a tech-savvy youth to co-founding Google and leading Alphabet.
2024-04-24
Mark Leonard - The Brain Behind Constellation Software $CSU
Mark Leonard: The Mysterious Brain Behind Constellation Software
Information about Mark Leonard is scarce, and one of the only ways to “get to know” him is through his shareholder letters. Join us in an attempt to do so.
2024-04-24
The CEO of Alphabet (Google), Sundar Pichai
Sundar Pichai: CEO of Alphabet and Google
Explore Sundar Pichai's improbable journey from Chennai, India, to becoming one of the most powerful individuals on the planet.
2024-04-19
The Three Cornerstones of Serial Acquirer Success
The Three Cornerstones of Serial Acquirer Success
Explore what is behind successful serial acquirers: efficient capital use, decentralization, and a strong focus on people.
2024-04-19
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