)
Edge22 Dec 2023
Diving Deep Into Helmer’s 7 Powers Using Company Examples
7 Powers by Hamilton Helmer is one of the most respected frameworks for competitive advantage analysis in the business and investing world.
Insights archive
)
Company Research22 Dec 2023
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.
)
Business Philosophy21 Dec 2023
Alexandre Arnault's Impactful Journey at LVMH and Tiffany & Co.
Alexandre Arnault, one of Bernard Arnault's five children and the Executive Vice President of Tiffany & Co., has distinctively carved out his own path in the luxury industry.
)
Business Philosophy21 Dec 2023
Will Antoine Arnault Succeed His Father at LVMH?
Bernard Arnault, CEO and Chairman of LVMH, recently advanced his eldest son, Antoine Arnault, to a more prominent role within the world's largest luxury conglomerate, fueling extensive speculation about succession at LVMH.
)
Business Philosophy21 Dec 2023
Delphine Arnault: At the Forefront of LVMH's Future
As the eldest child and only daughter of Bernard Arnault, founder and CEO of LVMH – the world's largest luxury goods conglomerate – Delphine Arnault has carved out a unique and influential role within the company.
)
Investor Relations21 Dec 2023
Workspaces: Enhancing Creativity and Collaboration
Creating, saving, and collaborating when doing fundamental financial research typically include using multiple different platforms. One for the research material, one for taking notes, and one for building your cases and collaborative work, et cetera.
)
Company Research21 Dec 2023
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%.
)
Investment Strategy18 Dec 2023
A Fad With Staying Power
Peter Lynch, one of the most successful fund managers of all time, authored this insightful article in 1993. It explores the complexities of investment choices, emphasizing how hesitation and doubt can lead to missed opportunities.
)
Business Philosophy14 Dec 2023
Ingvar Kamprad’s 11 Pieces of Advice to Young Entrepreneurs
Despite growing up dyslexic in a rural part of Sweden during the poor 1930s, Ingvar Kamprad managed to not only reinvent the furniture industry but also create one of the strongest corporate cultures ever.
)
Business Philosophy14 Dec 2023
Bernard Arnault: The King of Luxury
Bernard Arnault, a name synonymous with luxury and wealth, has crafted an unparalleled legacy throughout his remarkable career.
)
Business Philosophy14 Dec 2023
Frédéric Arnault: A Tech Visionary Transforming TAG Heuer
Frédéric Arnault, the son of Bernard Arnault, founder and CEO of LVMH, stands out in the second wealthiest family globally.
)
Business Philosophy14 Dec 2023
Jean Arnault: Bernard's Youngest Child and a Rising Star within LVMH
Explore the journey of Jean Arnault, Bernard's youngest, in LVMH. Uncover his rise, vision for Louis Vuitton's watches, and more.
)
Investment Strategy13 Dec 2023
Francois Rochon and the Art of Investing
A deep-dive into Giverny Capitals Francois Rochon's investment strategy and framework, which has netted his firm an annualized return of over 14% since inception.
)
Company Research13 Dec 2023
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.
)
Investment Strategy13 Dec 2023
Chuck Akre: Above Average Returns and a Legendary Framework
Charles T. “Chuck” Akre is not the first successful fund manager that a newcomer to the world of investing is likely to start out studying.
)
Edge13 Dec 2023
Baking a Family Fortune: The Rise of Lotus Bakeries
Discover how Lotus Bakeries, family-owned since 1932, has grown into a global snack powerhouse with iconic brands and a focus on quality and long-term success.
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