Insights archive

Warren Buffett portrait in Quartr style
Investment Strategy
27 Mar 2023
Warren Buffett Partnership Letters: 8 Key Lessons
Timeless wisdom on business building, long-term thinking, incentives, investing, and more.
Brunello Cucinelli's 10 Core Ideas
Edge
23 Mar 2023
Brunello Cucinelli: 10 Core Ideas
We have distilled a decade of Brunello Cucinelli shareholder letters, interviews and earnings call transcripts into 10 core ideas.
Recap - 18
Company Research
8 Mar 2023
Earnings Season Recap #18
Curated transcript quotes and slides from Autodesk's Investor Day, HelloFresh's Capital Markets Day, and Brunello Cucinelli's Q4 2022 earnings call.
Recap - 17
Company Research
8 Mar 2023
Earnings Season Recap #17
Earnings call quotes from Ulta, JD.com, CrowdStrike, and Sea Limited
Recap - 16
Company Research
8 Mar 2023
Earnings Season Recap #16
Earnings call quotes from Costco, HEICO, Snowflake, Salesforce, and Moncler
Recap - 15
Company Research
15 Feb 2023
Earnings Season Recap #15
Earnings call quotes from Home Depot, Intuit, Live Nation, MercadoLibre, NVIDIA, and Copart.
Recap - 14
Company Research
15 Feb 2023
Earnings Season Recap #14
Earnings call quotes from Hermès, Shopify, Airbnb, and Palantir
Recap - 13
Company Research
15 Feb 2023
Earnings Season Recap #13
Earnings call quotes from L'Oréal, Adyen, Walt Disney, KKR, and Fortinet.
Bezos 10 Core Concepts
Business Philosophy
30 Jan 2023
Jeff Bezos: 10 Core Ideas
We have distilled 50,000 words and two decades of shareholder letters into what we consider Jeff Bezos' 10 core ideas.
Ingvar Kamprad - Founder of IKEA
Business Philosophy
30 Jan 2023
Get to know: Ingvar Kamprad
The story of how a 17-year-old farm boy from a rural village in Sweden founded the global furniture empire IKEA.
Recap - 12
Company Research
27 Jan 2023
Earnings Season Recap #12
Earnings call quotes from Apple, Amazon, Alphabet, Meta, and more
Recap - 11
Company Research
27 Jan 2023
Earnings Season Recap #11
Earnings call quotes from LVMH, AmEx, Visa, Mastercard, Tesla, and Microsoft.
 Portrait of Terry Smith from behind in front of some computer screens in an office with lots of papers
Investment Strategy
19 Jan 2023
Get to know: Terry Smith
An investor portrait of the quality-focused UK fund manager Terry Smith, founder of Fundsmith.
Recap - 10
Company Research
19 Jan 2023
Earnings Season Recap #10
Earnings call quotes from Netflix, Goldman Sachs, Morgan Stanley, The PNC Financial Services Group.
Recap - 9
Company Research
13 Jan 2023
Earnings Season Recap #9
Earnings call quotes from Bank of America, JPMorgan Chase, Citigroup, and BlackRock to name a few.
Illustration of Magellan Fund Manager, Peter Lynch, sitting at his desk
Investment Strategy
9 Jan 2023
Get to know: Peter Lynch
An investor portrait of the iconic US fund manager Peter Lynch, most known for his classic investing book One Up On Wall Street.
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Thomas O'HaraInvestment Director, GAM Investments