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Insights
Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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Data Center Services & Solutions: Powering the Backbone of the Internet
Data centers could be described as the backbone of the internet, housing the servers and hardware that keep our digital world running.
2024-01-17
The Largest Announced M&A Deals of 2023
Explore the biggest M&A deals of 2023, including major moves in energy, tech, and biotech sectors, reflecting a trend in strategic growth.
2024-01-17
StoneCo: A Rising Star in the Brazilian Fintech Landscape
With an impressive 7-year revenue growth CAGR of 60% and Berkshire Hathaway as a major shareholder, StoneCo is certainly a company worth exploring.
2024-01-17
AutoZone's Rise to Dominance and Aggressive Stock Repurchases
This article delves into the remarkable journey of AutoZone, highlighting its inception, growth, and the strategic moves that have cemented its position as a top player in the market.
2024-01-17
EssilorLuxottica: Global Dominance Through Strategic Acquisitions
Explore EssilorLuxottica's key acquisitions and how they have shaped the company into a dominant force in the eyewear industry.
2024-01-17
World Leading Conglomerates Built on Mergers & Acquisitions
Explore an in-depth look at some of the most successful companies in M&A, delving into specific deals and providing visual insights.
2024-01-17
From Crisis to Opportunity: Companies That Had Their IPO in 2009
Explore the 2009 IPO landscape amidst the financial crisis, highlighting resilient companies, diverse industries, and the impact of government support.
2024-01-11
In the Wake of Economic Turmoil: Companies That Had Their IPO in 2008
2008’s IPO Chronicles: Showcasing tenacity amid financial chaos, featuring pioneering companies and the role of government intervention.
2024-01-11
The Amer Sports IPO of 2024: Arc’teryx Owner and Much More
Amer Sports 2024 IPO, from being a tobacco company to featuring brands like Arc’teryx, Salomon and Wilson, and athletes like Dauwalter and Shifrin.
2024-01-10
Estée Lauder: The Beauty of Strategic Acquisitions
In the competitive and ever-evolving world of beauty and cosmetics, The Estée Lauder Companies has emerged as a global powerhouse, known for its diverse portfolio of prestige brands.
2024-01-04
Pernod Ricard's Acquisition Journey
Explore Pernod Ricard's key acquisitions and how they have shaped the company into a dominant force in the wines and spirits industry.
2024-01-03
Sandvik to Alleima: Shaping Swedish Industrial History Since 1862
While not a household name, Alleima is a company deeply ingrained in Swedish industrial history, with origins dating back to the 1860s.
2023-12-22
YETI: From Garage Start-Up to Outdoor Giant
Famous for its high-end Tundra coolers, YETI is an American designer, retailer, and distributor of products for the great outdoors. The company has, as of December 2023, grown its revenue from $90M to $1.6B since 2013, an impressive 10-year CAGR of 33%.
2023-12-21
Ingersoll Rand: 150 Years of Industrial Excellence
Established in 1871, Ingersoll Rand has over the past 150 years evolved into a serial acquirer with a market cap of $29 billion.
2023-12-13
Jack Henry & Associates: A VMS “Gold Standard
Bernard Anzarouth, CIO of Constellation Software considers Jack Henry & Associates to be a “gold standard” among Vendor Management Software (VMS) companies due to its consistently superior performance.
2023-12-12
Marvel-ous Reporting: Marvel’s Comic Inspired Reports
Shareholder reports are often considered tedious and dry. However, in the 1990s, Marvel Comics revolutionized this perception by transforming its financial reports into captivating comic books.
2023-12-08
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