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Company Research19 Apr 2023
Earnings Season Recap #21
Netflix’s price reductions, Amazon’s ads opportunity, JPMorgan, and BlackRock
Insights archive
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Company Research13 Apr 2023
Earnings Season Recap #20
Curated transcript quotes and slides from LVMH Q1 2023, Exxon Mobil ESG Update, and Zegna H2 2022
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Company Research5 Apr 2023
Earnings Season Recap #19
Curated transcript quotes and slides from Jamie Dimon’s letter to shareholders 2022, RH Q4 2023, and Allegro Q4 2022
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Company Research3 Apr 2023
12 Boring Businesses With Strong Track Records
To get great or stable returns, you don't necessarily need to be on the hunt for the "next big thing."
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Business Philosophy3 Apr 2023
Collection: Jeff Bezos Shareholder Letters
The complete collection of Jeff Bezos' Amazon.com Shareholder Letters (1997-2020).
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Investment Strategy27 Mar 2023
Warren Buffett Partnership Letters: 8 Key Lessons
Timeless wisdom on business building, long-term thinking, incentives, investing, and more.
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Edge23 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.
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Company Research8 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.
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Company Research8 Mar 2023
Earnings Season Recap #17
Earnings call quotes from Ulta, JD.com, CrowdStrike, and Sea Limited
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Company Research8 Mar 2023
Earnings Season Recap #16
Earnings call quotes from Costco, HEICO, Snowflake, Salesforce, and Moncler
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Company Research15 Feb 2023
Earnings Season Recap #15
Earnings call quotes from Home Depot, Intuit, Live Nation, MercadoLibre, NVIDIA, and Copart.
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Company Research15 Feb 2023
Earnings Season Recap #14
Earnings call quotes from Hermès, Shopify, Airbnb, and Palantir
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Company Research15 Feb 2023
Earnings Season Recap #13
Earnings call quotes from L'Oréal, Adyen, Walt Disney, KKR, and Fortinet.
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Business Philosophy30 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.
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Business Philosophy30 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.
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Company Research27 Jan 2023
Earnings Season Recap #12
Earnings call quotes from Apple, Amazon, Alphabet, Meta, and more
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Thomas O'HaraInvestment Director, GAM Investments