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Edge24 Jan 2025
Mips: The Gore-Tex of Brain Protection
How Mips turned a critical safety flaw into a global success, redefining helmet protection with its technology and ingredient brand business model.
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Edge3 Jan 2025
Mercado Libre: The Digital Backbone of Latin America
From shopping to logistics and fintech, Mercado Libre is shaping the digital transformation of Latin America.
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Edge27 Dec 2024
House of Pinault: The History and Business of Kering and Gucci
Kering is a luxury group under the Pinault family's leadership, managing iconic brands like Gucci, Saint Laurent, and Bottega Veneta.
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Edge20 Dec 2024
Under the Hood: AutoZone's Blueprint for Retail Excellence
An in-depth look at the largest aftermarket auto parts retailer in the U.S., its philosophy, and masterful capital allocation.
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Edge13 Dec 2024
Lessons from Gautam Baid: Mastering Simplicity and Compounding
Gautam Baid's journey of compounding wisdom, investing simplicity, and lifelong learning – insights to transform your financial and personal growth.
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Company research9 Dec 2024
Rocket Lab: Breaking Ground in Space
Rocket Lab has been one of the pioneers in the commercial aerospace industry, with numerous satellite launches and space system applications.
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Business philosophy9 Dec 2024
Anthony Noto: The Multifaceted CEO of SoFi
Anthony Noto built a successful and diverse career across multiple industries before becoming CEO of the fintech company SoFi.
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Edge6 Dec 2024
Master of Tickets: Breaking Down Live Nation Entertainment
Since merging in 2010, Ticketmaster and Live Nation have built an expansive ecosystem that dominates global live entertainment.
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Business philosophy6 Dec 2024
Peter Beck: The Innovator at Rocket Lab
Peter Beck, born and raised in New Zealand, is one of the key individuals in the aerospace industry as the founder and CEO of Rocket Lab.
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Company research5 Dec 2024
Prada: The Story of an Icon
Prada's journey from a small Milan boutique to a global luxury empire, led by Miuccia's innovation and creativity.
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Company research5 Dec 2024
Hims & Hers: Bridging Gaps in Telehealth
Hims & Hers was founded in 2016 by Andrew Dudum and has grown into a ~$4 billion company in the telehealth industry in less than a decade.
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Business philosophy4 Dec 2024
Andrew Dudum: Founder and CEO of Hims & Hers
Andrew Dudum is the founder and CEO of Hims & Hers, an innovative telehealth company focused on bridging the gap between consumers and healthcare.
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Company research4 Dec 2024
SoFi: Redefining Finance, One Service at a Time
Founded in 2011, fintech company SoFi has since expanded from student loans to offer nearly every conceivable financial service.
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Edge29 Nov 2024
What Investors Get Wrong: Chris Mayer on Dividends, Noise, and the Power of Reinvestment
Chris Mayer challenges investor myths on dividends, market noise, and the reinvestment edge. A deep dive into long-term thinking.
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Edge22 Nov 2024
Evolution: The Live Casino Juggernaut
With ~49% CAGR since its 2015 IPO, 60%+ EBIT margin, and global dominance in live casino, the story of Evolution is truly one for the books.
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Edge15 Nov 2024
House of Warhammer: The Inner Workings of Games Workshop
A look under the hood of Games Workshop, a high-margin business in an incredibly niche market, with sky-high stock returns.
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Thomas O'HaraInvestment Director, GAM Investments