Insights archive

Companies That Had Their IPO in 2025: The IPO Market Recovers
Company research
22 Apr 2026
Companies That Had Their IPO in 2025: The IPO Market Recovers
After years of uncertainty, 2025 marked the IPO market's return, with major listings like Klarna and Figma signaling renewed momentum.
Benedetto Vigna: The CEO of Ferrari
Business philosophy
22 Apr 2026
Benedetto Vigna: The CEO of Ferrari
An unexpected leader for Ferrari: how semiconductor expert Benedetto Vigna became CEO and why his background fits the industry's shift.
The New York Times Company: Adapting to the Times
Edge
17 Apr 2026
The New York Times Company: Adapting to the Times
How The New York Times Company built on a century-long legacy of trusted journalism to navigate disruption and reshape its business model.
Extra Everything: The Story of Chipotle
Edge
3 Apr 2026
Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
Tetra Pak: The Shape of Innovation
Edge
20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Upvoted: The Story of Reddit
Edge
6 Mar 2026
Upvoted: The Story of Reddit
How Reddit built a unique platform around communities and conversation, turning human insight and intent into a distinctive business model.
Dollar General: The Rural Retailer Playbook
Edge
20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
SharkNinja: Viral by Design
Edge
6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Death, Taxes, and Garbage: The Story of WM
Edge
23 Jan 2026
Death, Taxes, and Garbage: The Story of WM
How Waste Management turned garbage into one of America's most stable business models through landfills, regulation, and nationwide scale.
Running on Clouds: The Story of On
Edge
12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Keeping the Streak Alive: The Story of Duolingo
Edge
28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Ball: The King of Cans
Edge
14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Rolls-Royce: Full Thrust Ahead
Edge
31 Oct 2025
Rolls-Royce: Full Thrust Ahead
From century-old crafted perfection to pandemic shock and reset, Rolls-Royce's story is shaped by heritage, turbulence, and a disciplined climb back.
A Castle in the Sky: The Story of Oracle
Edge
17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Helena_Hedblom_hero
Company research
17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
Boost Your Earnings Season Strategy with Real‑Time Alerts
Investor relations
14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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