Insights archive

Intel: Semiconductors & Strategic Inflection Points
Company Research
24 Oct 2024
Intel: Semiconductors & Strategic Inflection Points
Founded in 1968, Intel has been a key player in the American semiconductor industry, with its processors powering computers worldwide.
Spin-off stories since 2000
Company Research
23 Oct 2024
Our Favorite Spin-off Stories Since 2000
Spin-off motives vary widely across different companies, but the underlying objective remains the same: enhancing long-term shareholder value.
Coupang: The South Korean E-commerce giant
Edge
18 Oct 2024
How Coupang Conquered South Korean E-commerce
The remarkable story of how Coupang has captured nearly every Korean household as customers in less than 15 years.
Walmart: Walton, retailing, and everyday low prices
Company Research
18 Oct 2024
Walmart: Walton, Retailing, and Everyday Low Prices
Walmart was founded in 1962 by Sam Walton, and has grown to become the largest retailer in the world, employing more than 2.1 million people worldwide.
The Story of Texas Instruments $TXN
Edge
11 Oct 2024
Texas Instruments: From Calculators to Master Capital Allocators
Texas Instruments has undergone many transformations from its origins in oil exploration to become one of the world's largest semiconductor producers.
Tom O'Hara
Edge
4 Oct 2024
The Art of Portfolio Management: Lessons from Tom O'Hara
Tom O'Hara shares insights on stock picking, navigating market distractions, and the importance of one-on-one meetings with management teams.
The Samsung Co-CEOs: Jong-Hee Han & Young-Hyun Jun
Business Philosophy
3 Oct 2024
The Samsung Co-CEOs: Jong-Hee Han & Young-Hyun Jun
Samsung Electronics' dual-CEO structure, led by Jong-Hee Han and Young-Hyun Jun, is designed to navigate the complexities of its diverse business.
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
Business Philosophy
3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
AMD (Advanced Micro Devices): Company research
Company Research
1 Oct 2024
AMD: Shaping the Future of Semiconductor Processors
With a background in the U.S. semiconductor evolution, AMD has grown into a powerful player in producing high-quality, competitive processors.
ASML: Architecting Earth's Most Complex Machines
Edge
27 Sep 2024
ASML: Architecting Earth's Most Complex Machines
Discover how ASML, once seen as a struggling "problem child", grew into a global niche monopoly within advanced chip manufacturing equipment.
Preparations ahead of the 2024 Europastry IPO
Company Research
27 Sep 2024
Europastry: Ready Baked for IPO
Founded in 1986, Europastry has grown into one of the largest frozen bakery companies in the world, with its business spanning across five continents.
Haviv Ilan: CEO at Texas Instruments $TXN
Business Philosophy
26 Sep 2024
Haviv Ilan: CEO of Texas Instruments
Haviv Ilan was named CEO of Texas Instruments in 2023, following more than two decades of leadership across different roles at the U.S. company.
Broadcom: Semiconductors, M&A's, and Bold Leadership
Company Research
25 Sep 2024
Broadcom: Semiconductors, M&A's, and Bold Leadership
Broadcom has grown into one of the world's largest semiconductor companies through bold and strategic mergers & acquisitions over the years.
Lee Byung-chul, the founder of Samsung
Business Philosophy
25 Sep 2024
Lee Byung-chul: Samsung's Visionary Founder
Lee Byung-chul founded Samsung in 1938 and led the company to become a global conglomerate, becoming a symbol of South Korea's resilience and progress.
Listing the suppliers behind the Apple Pencil Pro
Company Research
25 Sep 2024
The Suppliers Behind the Apple Pencil Pro
Explore how key suppliers like TSMC, Bosch, and Texas Instruments drive the innovation behind the Apple Pencil Pro.
Elliott Hill: From Intern to CEO at Nike
Business Philosophy
24 Sep 2024
Elliott Hill: From Intern to CEO at Nike
Nike's new CEO Elliott Hill returns to the company after his 2020 retirement, taking on the challenges at the struggling U.S. sportswear giant.