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Edge2 May 2025
Intuitive Surgical: Enhancing Surgery with Robotic Precision
Intuitive Surgical has revolutionized surgery with robotics, building its dominant position through decades of innovation, validation, and expansion.
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Edge18 Apr 2025
Moncler: From the Mountains to the Runway
The story of Moncler, all the way from its beginnings in the Alps to its journey to some of the most prestigious runways in the world.
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Edge4 Apr 2025
Floor & Decor: Scale, Selection, and Efficiency
Floor & Decor has successfully expanded into a nationwide specialist in hard-surface flooring, driven by its standout sourcing model and store format.
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Edge21 Mar 2025
Adobe: Equipping the Architects of Digital Expression
The story of how Adobe grew from a small garage upstart to one of the largest and most dominant software companies in the world.
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Edge7 Mar 2025
Rise of the Clog: The Unexpected Success of Crocs
Crocs has created a unique position in the shoe market with an eye-catching design and marketing strategy involving several successful collaborations.
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Edge21 Feb 2025
Axon: Making Bullets Obsolete
Axon transformed the TASER from a struggling invention into a $50B public safety giant, redefining policing with tech-driven solutions.
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Edge7 Feb 2025
Robert G. Hagstrom: Darwinian Investing and Multidisciplinary Wisdom
Robert G. Hagstrom, author of The Warren Buffett Way, explores how interdisciplinary thinking shapes his investing, from Adler's reading to Darwinian markets.
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Edge24 Jan 2025
Mips: The Gore-Tex of Brain Protection
How Mips turned a critical safety flaw into a global success, redefining helmet protection with its technology and ingredient brand business model.
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Edge3 Jan 2025
Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
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Edge27 Dec 2024
House of Pinault: The History and Business of Kering and Gucci
Kering is a luxury group under the Pinault family's leadership, managing iconic brands like Gucci, Saint Laurent, and Bottega Veneta.
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Edge20 Dec 2024
Under the Hood: AutoZone's Blueprint for Retail Excellence
An in-depth look at the largest aftermarket auto parts retailer in the U.S., its philosophy, and masterful capital allocation.
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Edge13 Dec 2024
Lessons from Gautam Baid: Mastering Simplicity and Compounding
Gautam Baid's journey of compounding wisdom, investing simplicity, and lifelong learning – insights to transform your financial and personal growth.
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Edge6 Dec 2024
Master of Tickets: Breaking Down Live Nation Entertainment
Since merging in 2010, Ticketmaster and Live Nation have built an expansive ecosystem that dominates global live entertainment.
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Edge29 Nov 2024
What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment
Chris Mayer challenges investor myths on dividends, market noise, and the reinvestment edge. A deep dive into long-term thinking.
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Edge22 Nov 2024
Evolution: The Live Casino Juggernaut
With ~49% CAGR since its 2015 IPO, 60%+ EBIT margin, and global dominance in live casino, the story of Evolution is truly one for the books.
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Edge15 Nov 2024
House of Warhammer: The Inner Workings of Games Workshop
A look under the hood of Games Workshop, a high-margin business in an incredibly niche market, with sky-high stock returns.
Quartr Pro hasn't just improved our efficiency, it's helped us become better listeners, better thinkers, and more curious investors.
Thomas O'HaraInvestment Director, GAM Investments