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Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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The Payments Value Chain: A Complex Ecosystem
The payments industry is a complex and dynamic field involving multiple key players. These include customers, merchants, issuers, acquirers, card networks, and various other entities together forming the payments value chain.
2023-12-08
NIBE: Creating Millionaires and a Greener Future
NIBE, just like IKEA, was founded in a rural part of Sweden called Småland. The company offers a wide range of pumps, wood stoves, and solar panels.
2023-12-06
Take-Two Interactive: Rising to Power Through Strategic Acquisitions
In the dynamic world of video game publishing, Take-Two Interactive has carved out a unique and powerful position.
2023-12-04
Disney's Most Notable Acquisitions Since Inception
Even though The Walt Disney Company was established already in 1923, many of the franchises and brands have been acquired during the last couple of decades.
2023-12-04
The NVIDIA Virtuous Cycle: Driving Innovation in Computing
NVIDIA, a company at the forefront of technological innovation, particularly within graphics processing units (GPUs) and artificial intelligence (AI), has developed a robust, self-reinforcing cycle of innovation and growth.
2023-12-01
Danaher Business System and Acquisition History
Since the early 1990s, Danaher's management team has transformed a group of under-performing industrial manufacturing companies into a global powerhouse in life sciences and diagnostics.
2023-11-22
15 Companies Leading in Per Share Growth
Something that’s often overlooked in the business world, but crucial for value creating investments, is per share dilution. You know the drill – companies expanding their share count can dilute value of existing shares, and yet, it’s surprising how many of them brush this under the rug.
2023-11-07
Apple’s Q4 2023 Earnings: Still a Cash Machine
As the leaves turned amber and the fiscal year drew to a close, Apple Inc. recently presented its Q4 2023 earnings. Tim Cook summarized the quarter in the earnings call, touching on several revenue records, iPhone surprising on the upside, and the continuously challenging macro environment:
2023-11-06
The Luxury Empire: LVMH's Most Notable Acquisitions Since Inception
Even though LVMH (Moët Hennessy Louis Vuitton) was formed in 1987, many of the luxury conglomerate's brands, or maisons, have roots dating back centuries. Through almost four decades of strategic mergers and acquisitions (M&A), Bernard Arnault has turned his vision of housing multiple prestigious maisons under one umbrella into a reality.
2023-10-17
Understanding the Semiconductor Value Chain: Key Players & Dynamics
The semiconductor industry forms the backbone of our technologically driven world. From smartphones to cars, these minuscule components power a vast array of electronic devices.
2023-10-05
You Don't Have to Chase the "Next Big Thing" to Achieve Great Returns
In the investing world, there's often a lot of buzz around the "next big thing." Whether it's the latest tech startup, a revolutionary product, or a new industry trend, many investors get caught up in the excitement and rush to invest in hopes of striking gold.
2023-09-29
10 Impressive Nordic Mid/Small Cap Companies You Should Know About
The Nordic region, comprising Denmark, Finland, Iceland, Norway, and Sweden, has long been recognized for its robust economies, innovation, and a flair for producing globally recognized companies.
2023-09-26
Two And a Half Centuries of Sandal-Making: Birkenstock is Going Public
Birkenstock, a name synonymous with comfortable and high quality sandals, has a rich history dating back over two and a half centuries. The brand's commitment to its heritage, innovative footbed technology, and comfortable footwear products have propelled it into a global powerhouse in its industry.
2023-09-13
Arm's Smartphone Monopoly: IPO and Beyond
The story of Arm's rise in the global chip industry is fascinating. With early funding from none other than Apple and crushing competition from Intel, the history of Arm took lots of unexpected turns but eventually led to a smartphone monopoly.
2023-09-08
IPO Spotlight: Standout Companies that Hit the Market in 2015
The world of Initial Public Offerings (IPOs) is always filled with excitement and anticipation. It's a transformative period for companies, marking their transition from private ownership to the public domain.
2023-08-11
From Start-Up to Public: The Top Companies That Went Public in 2012
In 2012, many companies went public, making it a significant year for new IPOs and attracting lots of investors. Let's dive into some of the top companies that went public this year and explore the landscape of IPOs surrounding 2012.
2023-08-11
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