Insights

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

The IPO Year 2022

Companies That Had Their IPO in 2022: War, Inflation and Interest Rates

The stock market and IPO landscape in 2022 was marked by inflationary pressures, rate hikes, and war that heavily impacted the market sentiment.

2024-04-16

The IPO Year 2021

Companies That Had Their IPO in 2021: Bull Market and SPAC Mania

An overview of the defining features of the IPO landscape and general market sentiment in 2021.

2024-04-15

Machinery companies ranked by EPS CAGR

The Industrial Machinery, Supplies, and Components Industry

Explore the industrial machinery industry's growth, driven by technology, sustainability, and digital transformation, impacting global economic development.

2024-04-15

The IPO Year 2020

Companies with IPO in 2020: COVID-19 Impact and Market Volatility

An overview of the market sentiment and IPO landscape as the COVID-19 pandemic sent the markets into a period of volatility.

2024-04-11

Constellation Software (CSI): Acquiring and Empowering

Constellation Software: Acquiring and Empowering

Explore the key ingredients of Constellation Software’s track record, with its shares having compounded at a 36% CAGR annually for almost two decades.

2024-04-10

The IPO Year 1995

Companies That Had Their IPO in 1995: The Internet Hype Ramps Up

An overview of the general market sentiment and IPO landscape during 1995 as internet and tech companies were gaining traction.

2024-04-08

Spotify's Rise to Global Dominance in Music Streaming

Spotify's Rise to Global Dominance in Music Streaming

Explore how Spotify became the leading music streaming service globally, now boasting over 600 million monthly active users.

2024-04-05

The IPO Year 1996

Companies That Had Their IPO in 1996: Tech and Internet Domination

An overview of the general market sentiment and IPO landscape in 1996 as the interest in tech and internet companies ramped up.

2024-04-04

The IPO Year 1990

Companies That Had Their IPO in 1990: The Recession Kicks Off

An overview of the stock market and IPO landscape in 1990 as the early 90s recession started.

2024-04-04

Infograph showing the biggest brands in the consumer goods sector, and their conglomerates

The Consumer Goods Sector: Housing the World's Most Known Brands

Explore the giants of the consumer goods sector, where iconic brands familiar in daily life are predominantly owned by a few key industry players.

2024-04-02

The IPO Year 1992

Companies That Had Their IPO in 1992: A Cautiously Optimistic Market

1992 marked a relatively cool IPO landscape and stock market sentiment, in the wake of the early 90s recession.

2024-03-29

Deere & Co: A global leader in agriculture & construction equipment since 1837

Deere & Company: Shaping Agriculture & Construction Since 1837

Exploring Deere & Company: A global leader in agriculture & construction equipment since 1837.

2024-03-28

The IPO Year 1989

Companies That Had Their IPO in 1989: The Calm Between the Storms

A look at the IPO landscape and market sentiment in 1989 as the markets enjoyed a period of relative calm between tumultuous times.

2024-03-26

The IPO Year 2006

Companies That Had Their IPO in 2006: Healthy Stock Market and IPO Landscape

An overview of the IPO landscape in 2006, and the stock market during an optimistic year with several notable public offerings.

2024-03-25

The IPO Year 1997

Companies That Had Their IPO in 1997: Tech and Internet Fever

An overview of the IPO landscape and stock market sentiment as the dot com bubble slowly started to take shape.

2024-03-25

Remo Ruffini: CEO of Moncler and leading the acquisition of Stone Island

Remo Ruffini and Moncler: Chasing the Peak

Discover how Remo Ruffini masterfully transformed Moncler, merging tradition with innovation, and leading the brand to global luxury prominence.

2024-03-20