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Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
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Company Research16 Sep 2025
Verisure: Security Leader Ready for a Comeback IPO
Verisure, Europe's leading monitored alarm provider, is preparing a comeback IPO in 2025 that could be one of the year's most significant listings.
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Business Philosophy15 Sep 2025
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Stephen Squeri has spent over four decades at American Express, rising through the ranks to lead one of the world's most recognized brands.
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Where to? The Story of Uber
Uber's journey from rule-breaking disruptor to disciplined dual-app giant, now shaping the future of mobility, delivery, and autonomy.
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Edge22 Aug 2025
The Dilemma That Brought Down Kodak
Kodak helped invent digital photography but failed to embrace it. How the innovator's dilemma turned an icon into its own most famous casualty.
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Business Philosophy12 Aug 2025
Maziar Mike Doustdar: Novo Nordisk's New CEO
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Edge8 Aug 2025
Novo Nordisk: Tipping the Scale of Innovation
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Edge25 Jul 2025
Global Doughmination: Breaking Down Domino's Pizza
Inside the rise of Domino's Pizza: how franchising, delivery control, and supply chain mastery built one of the world's most efficient food empires.
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Edge11 Jul 2025
The Fifteenth Generation: A Conversation with Pietro Gussalli Beretta
An interview with Pietro Gussalli Beretta on how Beretta Holding blends 500 years of tradition with global growth, innovation, and long-term vision.
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Company Research4 Jul 2025
Citadel: Relentless Optimization at Global Scale
From a Harvard dorm to global dominance, this is the story of how Ken Griffin created one of the best-performing hedge funds of all time.
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Business Philosophy3 Jul 2025
David A. Ricks: Eli Lilly's Chairman and CEO
David Ricks built a decades-long career at Eli Lilly, now leading the giant company through a defining moment in its long pharmaceutical history.
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Company Research2 Jul 2025
D. E. Shaw & Co: Inside the Quiet Giant of Quant Finance
A deep dive into D. E. Shaw's evolution from a $28M quant startup to a $65B hedge fund giant, built on research, computing, and quiet consistency.
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Company Research2 Jul 2025
Pershing Square Capital Management: Conviction, Reinvention, and Contrarian Investing
Pershing Square Capital Management has grown into a top-tier hedge fund through reinvention, conviction, and focus on long-term value creation.
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Company Research30 Jun 2025
Eli Lilly: The Pharma Giant Behind Mounjaro and Zepbound
Eli Lilly's journey from insulin pioneer to global pharma giant, leading innovation in diabetes, obesity, and the future of metabolic health.
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Edge27 Jun 2025
500 Years of Craft, One Family Legacy: Beretta Holding's Global Expansion
How Beretta Holding managed to transform from a 16th-century gun barrel producer into a global industrial group while preserving 500 years of legacy.
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Business Philosophy23 Jun 2025
Shuntaro Furukawa: The Sixth President of Nintendo
Shuntaro Furukawa, Nintendo's sixth president, went from a childhood fan to leading the company through global expansion and the launch of Switch 2.
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Thomas O'HaraInvestment Director, GAM Investments