Initial Public Offerings - IPOs in 2003
Company Research
26 Jun 2023
The IPO Boom of 2003: Companies that Had Their IPOs in 2003
The early 2000s were marked by economic recovery following the dot-com bubble and the events of 9/11. It was in this context that several notable companies went public in 2003, setting the stage for further growth and innovation in various sectors. In this article, we will revisit the most remarkable companies that had their IPO in 2003 and explore the IPO landscape of the subsequent years.
Initial Public Offerings - IPOs in 2002
Company Research
26 Jun 2023
Companies that Had Their IPOs in 2002 Following the Dot-Com Bubble
In the aftermath of the dot-com bubble burst and the events of 9/11, the stock market faced numerous challenges, with many companies struggling to find their footing. However, some resilient companies managed to go public in 2002 and eventually bounce back from this challenging environment.
Recap #27 features NVIDIA, HEICO, and Sam Zell's 8 lessons
Company Research
29 May 2023
Earnings Season Recap #27
We’ve curated core ideas and lessons from the legendary investor Sam Zell, who recently passed away at the age of 81. Also, this dispatch includes quarterly highlights and curated quotes from HEICO and NVIDIA.
Recap #26 features Sea Limited, Copart, and David Barber’s legendary 1997 speech "Delivering Shareholder Value"
Company Research
24 May 2023
Earnings Season Recap #26
This issue contains highlights from Copart’s and Sea Limited’s recent earnings calls, and curated core ideas from David Barber’s legendary 1997 speech "Delivering Shareholder Value".
Recap #25 features Constellation Software, Berkshire Hathaway, Walt Disney, and Airbnb.
Company Research
3 May 2023
Earnings Season Recap #25
This issue covers the latest trends and results from Constellation Software, Berkshire Hathaway, Walt Disney, and Airbnb.
Earnings Season Recap #24 features Moncler, Apple, HelloFresh, and MercadoLibre
Company Research
3 May 2023
Earnings Season Recap #24
This issue covers the latest trends and results from Moncler, Apple, MercadoLibre, and HelloFresh
Weekly Recap #23 features earnings calls from Visa, Amazon, Meta, Microsoft, and Alphabet
Company Research
3 May 2023
Earnings Season Recap #23
This issue covers the latest trends and results from several of the world’s largest companies such as Amazon, Visa, Meta, Alphabet, and Microsoft.
Recap - 22
Company Research
27 Apr 2023
Earnings Season Recap #22
Bank Week: Citi, BofA, WF, MS, GS, and last but not least, Tesla
Recap 21
Company Research
19 Apr 2023
Earnings Season Recap #21
Netflix’s price reductions, Amazon’s ads opportunity, JPMorgan, and BlackRock
Recap #20
Company Research
13 Apr 2023
Earnings Season Recap #20
Curated transcript quotes and slides from LVMH Q1 2023, Exxon Mobil ESG Update, and Zegna H2 2022
recap#19
Company Research
5 Apr 2023
Earnings Season Recap #19
Curated transcript quotes and slides from Jamie Dimon’s letter to shareholders 2022, RH Q4 2023, and Allegro Q4 2022
Waste Management is a boring business with intriguing investment outlooks
Company Research
3 Apr 2023
12 Boring Businesses With Strong Track Records
To get great or stable returns, you don't necessarily need to be on the hunt for the "next big thing."
Recap - 18
Company Research
8 Mar 2023
Earnings Season Recap #18
Curated transcript quotes and slides from Autodesk's Investor Day, HelloFresh's Capital Markets Day, and Brunello Cucinelli's Q4 2022 earnings call.
Recap - 17
Company Research
8 Mar 2023
Earnings Season Recap #17
Earnings call quotes from Ulta, JD.com, CrowdStrike, and Sea Limited
Recap - 16
Company Research
8 Mar 2023
Earnings Season Recap #16
Earnings call quotes from Costco, HEICO, Snowflake, Salesforce, and Moncler
Recap - 15
Company Research
15 Feb 2023
Earnings Season Recap #15
Earnings call quotes from Home Depot, Intuit, Live Nation, MercadoLibre, NVIDIA, and Copart.
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Thomas O'HaraInvestment Director, GAM Investments