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Business Philosophy26 Mar 2024
John Elkann: Leading Stellantis, Ferrari, and Exor to New Heights
As the Chairman of Stellantis and Ferrari and CEO of Exor, John Elkann is arguably the most influential person in the global automotive sector.
Insights archive
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Company Research26 Mar 2024
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.
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Company Research25 Mar 2024
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.
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Company Research25 Mar 2024
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.
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Edge21 Mar 2024
Renaissance Technologies: The Highest-Performing Investment Firm in History
Explore how the early deployment of AI and machine learning at Renaissance Technologies, enabled its Medallion Fund to turn $1,000 into $90.1 million, net.
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Company Research20 Mar 2024
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.
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Company Research20 Mar 2024
Companies That Had Their IPO in 1991: Recovery From a Recession
An overview of the markets and the IPO landscape as the economy recovered from the early 90s recession.
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Company Research20 Mar 2024
Companies That Had Their IPO in 1988: A Year of Recovery
An overview of the IPO landscape and general sentiment in 1988 as the markets recovered from the Black Monday crash the previous year.
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Company Research20 Mar 2024
Companies That Had Their IPO in 1987: From Optimism to Black Monday
An overview of 1987's IPO landscape and stock market sentiment, as conditions turned from unabridged optimism to panic in the wake of Black Monday.
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Company Research19 Mar 2024
The Boeing-Airbus Duopoly: Titans of the Skies
Dive into the fascinating history and competitive dynamics of the Boeing-Airbus duopoly in the commercial aircraft industry.
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Company Research18 Mar 2024
The Rise of Copart: From Salvage Yard to Tech Giant
Explore Copart's capital allocation mastery, its competitive advantages, and its transformation from a local salvage yard to a $53 billion empire.
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Company Research18 Mar 2024
Companies That Had Their IPO in 1998: The Inflating Dot Com Bubble
An overview of the market sentiment and IPO landscape as the dot com bubble continued to inflate during the late 90s.
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Company Research18 Mar 2024
The Coca-Cola and Pepsi Duopoly: The Secret Ingredients
Dive into the iconic rivalry between Coca-Cola and Pepsi, the two behemoths of the soft drink industry, and their primary competitive strengths.
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Investment Strategy15 Mar 2024
Bill Gurley: Venture Capital, Benchmark & Thought Leadership
Explore Bill Gurley: from his early venture capital investments to thought leadership and view on corporate governance.
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Edge14 Mar 2024
Inside HelloFresh: The Meal Kit Monopoly
Explore how HelloFresh conquers the meal kit industry with operational excellence, claiming 75% market share in the US and Europe.
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Company Research13 Mar 2024
Companies That Had Their IPO in 1999: Dot Com Speculation Continues
An overview of the IPO frenzy and market sentiment of 1999 as the Dot Com Bubble continued to inflate and tech and internet companies dominated the landscape.
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Thomas O'HaraInvestment Director, GAM Investments