Research & Insights

Research & Insights

Issue #72

The hunt for multi-baggers in a sea of skepticism; The intrinsic motivation that drives the people behind the most successful companies

Issue #71

A renaissance across the semiconductor industry; Why the average age in business and politics is rising; Machine learning is having an on-premise moment

Issue #70

Investment edge that money cannot ”; How an unpopular 18th century French gunsmith helped usher in the modern factory; The new business model of social media

Issue #69

Investment edge that money cannot buy; The mental model for holding a generational winner

Issue #68

The 5% rule; The high school dropout and poet turned Fields Medal winner; The seed of scale: Customer love

Issue #67

Timeless business lessons from the tire king; "In a world of abundance it is discovery that matters most”; Betting on the now vs. betting on the future

Issue #66

The science of happiness; Where we're headed (survival of the fittest); We're going to the mattresses

Issue #65

The "love of beauty" that fosters true innovation; Being a long-term investor at 89 years old; The pruning cycle of modern capitalism

Issue #64

Decades of "massive growth" ahead in the cloud; Business risk ≠ quote risk; "The downside to optimism is limited, the upside is uncapped"

Issue #63

"Read fewer forecasts and more history”; The "industrialized production of joy" at Disney; The link between cloud computing and American railroads

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