Insights

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

Monopolies & Duopolies – competition is for losers

Monopolies and Duopolies: Competition is for Losers?

Explore Peter Thiel's view on why monopolies lead to success and examine the world's top monopolies and duopolies.

2024-02-27

Highlighting Klarna's Potential 2024 IPO: From Sequoia to Wall Street

Klarna's Journey from Stockholm to Wall Street: The Road to an IPO

Explore Klarna's journey from a 2005 startup to a fintech giant, its innovative business model, and the upcoming 2025 IPO.

2024-02-23

Explore Stripe’s Rumored 2024 IPO

Stripe: Payments, Profitability, and IPO Plans

Anticipation grows around Stripe's rumored 2025 IPO, spotlighting its significant influence in the digital payments sector.

2024-02-09

Explore Discord: From Gaming Chat to Global Hub and Potential 2024 IPO

Discord: From Gaming Chat to Global Hub and Potential 2024 IPO

Discord's journey from gaming chat to vast global community, poised for a 2024 IPO, showcasing its unique user-centric model and diverse digital ecosystem.

2024-02-09

Explore Discord: From Gaming Chat to Global Hub and Potential 2024 IPO

Discord: From Gaming Chat to Global Hub and Potential 2025 IPO

Discord's journey from gaming chat to vast global community, poised for a 2025 IPO, showcasing its unique user-centric model and diverse digital ecosystem.

2024-02-09

Discover Reddit’s rumored $5 billion IPO in 2024

Reddit's IPO in 2024: A Closer Look Before Going Public in March 2024

Exploring Reddit's journey to a rumored $5 billion IPO in 2024, highlighting its community-driven platform, vibrant user engagement, and future prospects.

2024-02-09

og-image Discover the upcoming and most anticipated IPOs in 2024

Upcoming IPOs to Watch in 2024

Explore some of the most anticipated IPOs of 2024, from innovative startups to sustainability pioneers, influencing the global economy and investment trends.

2024-02-09

Paychex: From $3,000 and a Vision to Market Leader

Explore Paychex's growth since its inception in 1971 to a leading HCM provider, serving 740,000 SMBs globally and achieving a 1,300x return since its IPO.

2024-02-06

Redefining Nicotine Consumption – discover the rise of ZYN

The Rise of ZYN: Redefining Nicotine Consumption

ZYN, a brand of tobacco-free nicotine pouches, has gained significant attention and surged in popularity recently. Originating in Sweden and introduced to the U.S. by Swedish Match in 2014, Zyn has become a dominant market leader in the American nicotine pouch market.

2024-02-02

Richemont - Cartier

The Story of Richemont: From Tobacco to Luxury Dominance

Explore one of the largest luxury companies globally: from its origins as a small tobacco business to world dominance within the luxury industry.

2024-02-02

Shopify: Arming the Rebels

Discover Shopify's journey from a snowboard shop to a global e-commerce platform, offering tools for businesses to thrive online.

2024-02-02

Celsius Holdings - Energy Drink

Celsius: An Almost Unbeatable Growth Stock

Explore Celsius' remarkable rise in the beverage industry, with its stock outperforming that of Tesla by a wide margin during the last five years.

2024-02-01

Engcon – the global leader in tiltrotators that IPO:ed in 2022

Engcon: Global Market Leader in Tiltrotators

Engcon has remarkably grown its revenue and EBIT at an around 15% and 24% compounded annual growth rate (CAGR) over the past decade.

2024-02-01

Largest luxury groups 2023

The 13 Largest Luxury Companies in the World

Explore the largest luxury companies in the world. Also, we list and visualize the 13 largest luxury companies globally by market cap.

2024-01-26

Kerings Rise to Power

Kering's Rise to Power: The Epic Battle for Gucci

Based in Paris, Kering is the fifth-largest luxury group globally, owing to its rich history and extensive portfolio of premium brands including Gucci, Saint Laurent, Bottega Veneta, and Balenciaga, among others.

2024-01-24

Indutrade: Growing Through Strategic Acquisitions

Indutrade, a Swedish serial acquirer founded in 1978, has established itself as a significant player in the field of technology and industrial business.

2024-01-24