Insights archive

The Arnault Family are behind the luxury conglomerate LVMH – led by the father Bernard Arnault

Business Philosophy

Inside LVMH: The Arnault Family and the Empire's Next Generation

In the world of luxury goods, few names resonate as profoundly as that of the Arnault family, the driving force behind LVMH, the world's largest luxury goods conglomerate.

Economic Analysis - Insights into Market Dynamics

Economic Analysis: Insights into Market Dynamics

In this article, we will explore the basic tools, main purpose, methods, types, and key elements of economic analysis.

Days Sales Outstanding

Days Sales Outstanding: A Key Metric for Financial Health

Financial ratios and metrics provide a quantifiable analysis of a company's performance and financial health. One of these crucial metrics is "Days Sales Outstanding" (DSO), which provides valuable insights into a company's efficiency in managing its accounts receivables. This article will explore what DSO is, how it's calculated, and what it means for businesses.

Benjamin Graham: The Father of Value Investing

Investment Strategy

Benjamin Graham: The Father of Value Investing

When it comes to the world of investing, few names carry as much weight as Benjamin Graham. Regarded as the father of value investing, Graham's groundbreaking principles and timeless wisdom have left an indelible mark on the financial industry.

Net Profit Margin

Net Profit Margin: Meaning, Formula, and Interpretation

Net profit margin is a key financial metric that provides insights into a company's profitability. It measures the percentage of net income relative to total revenue, indicating the portion of revenue that remains as profit after accounting for all expenses and taxes.

Inventory Turnover Ratio

Inventory Turnover Ratio: What It Is, Formula, and Interpretation

The world of business is intertwined with plenty of terminologies and financial ratios that are used to evaluate a company's performance and its efficiency in managing assets. One of these is the "Inventory Turnover Ratio".

Return on Equity

Return on Equity (ROE): The Key to Assessing Shareholder Returns

Return on Equity (ROE) is a key financial ratio that measures the profitability and efficiency of a company in generating returns for its shareholders. It provides insights into how effectively a company utilizes shareholder equity to generate profits.

Market Analysis - Understanding Trends, Risks, and Opportunities

Market Analysis: Trends, Risks, and Opportunities

In this article, we will explore how market analysis is used within investing, and the four types and five dimensions of market analysis.

Investor and the Wallenberg family - A century of influence and success

Business Philosophy

Investor: A Century of Success and Influence

Investor, often referred to as the Swedish Berkshire Hathaway, was established in 1916 and has emerged as the largest Swedish investment company with an enormous impact on the Swedish economy.

Operating Margin

Operating Margin: A Key Profitability Metric

Operating margin is a crucial financial ratio that measures a company's operating profitability. It assesses the proportion of operating income relative to total revenue, providing insights into the company's ability to generate profits from its core operations.

Industry Analysis - How to identify lucrative sectors

Industry Analysis: Identifying Lucrative Sectors

This article seeks to explain what industry analysis entails, its significance, the main purpose it serves, and the five important aspects that make up a comprehensive industry analysis.

Margin of Safety - A term coined by Benjamin Graham

Margin of Safety: Protecting Your Investments

Margin of safety provides a cushion against unforeseen events and market fluctuations, protecting investors from significant losses. This article explains what margin of safety means, the formula to calculate it, the significance of a 30% margin of safety, and why a high margin of safety is considered beneficial.

Value Investing - Warren Buffett and Charlie Munger - The Oracle from Omaha

Value Investing: Finding Hidden Gems

In this article, we will explore the concept of value investing, its key principles, Warren Buffett’s strategy, and provide examples of typical value stocks that have yielded impressive returns.

Return on Assets - ROA

Return on Assets (ROA): Evaluating Asset Performance

Return on Assets (ROA) is a financial ratio that measures a company's ability to generate profits from its assets. It provides insights into how efficiently a company utilizes its assets to generate earnings.

Constellation Software's Mark Leonard looking out over the Toronto skyline and the constellation of stars

Business Philosophy

Collection: Mark Leonard's Shareholder Letters

The complete collection of Mark Leonard's Constellation Software Shareholder Letters (2007-2021).

EBITDA Margin

EBITDA Margin: A Common Profitability Metric

EBITDA margin is a financial metric that provides insights into a company's profitability and operating efficiency. It measures the percentage of earnings before interest, taxes, depreciation, and amortization (EBITDA) relative to total revenue.

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Thomas O'HaraInvestment Director, GAM Investments