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Insights
Inspiring qualitative research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.
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Kioxia: Japanese Chipmaker Ready for IPO
Kioxia, the inventor of the NAND flash memory, is set to IPO this year with an expected valuation of $10 billion, Tokyo's biggest offering in 2024.
2024-08-30
Databricks: Ready for 2025 IPO
Databricks, leader in data analytics and artificial intelligence, is ready for a 2025 IPO, positioning itself as one of the year's largest tech offerings.
2024-08-28
The Upcoming Navan IPO: An Overview
Navan is revolutionizing business expense management with its streamlined application and AI-driven tools, and is now gearing up for a potential IPO.
2024-08-28
The Silicon Empire: TSMC’s Revolution and Morris Chang’s Legacy
The story of how Morris Chang founded one of the most important companies in history – the world’s largest semiconductor foundry – TSMC.
2024-08-27
The Silicon Empire: TSMC’s Revolution and Morris Chang’s Legacy
The story of how Morris Chang founded one of the most important companies in history – the world’s largest semiconductor foundry – TSMC.
2024-08-27
Saudi Aramco: The Giant Beneath the Desert Sands
Explore the rise of Saudi Aramco, the world's largest oil company, and its profound impact on global energy, economy, and geopolitics.
2024-08-23
Brian Niccol: From Taco Bell to Starbucks CEO
Brian Niccol, Starbucks' new CEO, is known for revitalizing brands like Taco Bell and Chipotle through strong brand awareness and consumer insight.
2024-08-23
The Småland Spirit: How Rural Sweden Birthed Giants Like IKEA
Discover how The Småland Spirit turned a historically poor region into a hub of industrial success, spawning success stories like IKEA and Husqvarna.
2024-08-16
The Rise of Meta: From Dorm Room to Global Dominance
Meta's extraordinary journey from a college startup to a global giant, its strategic acquisitions, and its bold vision for the Metaverse.
2024-08-14
TransDigm: The Story of the Controversial Aerospace Giant
TransDigm's rise to power in the aerospace industry, from its founding in 1993 to its dominance through M&A.
2024-08-13
The Birkin Bag: The Story Behind the World's Most Desired Handbag
How the Birkin bag became the world's most sought-after handbag where even the wealthy must earn the right to own one.
2024-07-12
The 10 Largest Semiconductor Companies in the World
Discover the top 10 semiconductor companies by market cap, exploring their innovations and business models shaping the tech landscape.
2024-07-10
The Rise of Nubank: Changing Latin American Finance
Discover how Nubank revolutionized Latin American banking with innovation, backed by top investors like Berkshire Hathaway.
2024-07-09
Quartr AI Assistant: Do Hours of Work in Seconds
Quartr AI assistant revolutionizes finance by providing accurate, reliable insights from first-party data, streamlining complex tasks.
2024-07-05
Inside the Head of Howard Marks
Howard Marks' investment wisdom on cycles, risk management, and how the price dictates investing success.
2024-06-28
Tesla: Leading the EV Revolution
A deep dive into how Tesla revolutionized the automotive industry, its journey as a company, and what challenges lie ahead.
2024-06-27
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