Jul 17, 2019
Invesco is one of America's largest asset managers with over one trillion dollars in assets under management. Their strength is in their global capabilities - they serve over 120 markets around the world. They have managed to survive in spite of a radical change in the asset management industry over the last decade,...
Jul 10, 2019
Planet Fitness is a medium-sized but quickly growing gym in the United States. They operate on a franchise model and have quickly been taking market share by catering to the casual gym-goer. In this episode we look at several factors influencing the business' fundamentals, as well as valuation and future outlook.
Jul 3, 2019
The Dunning-Kruger effect is the tendency for those who are incompetent to overestimate their competence. This "dual burden" is two fold: 1) incompetence means less capability to do things well, and 2) overestimation of one's ability means more susceptibility to blind spots and thus, catastrophic...
Jun 26, 2019
3M is a massive industrial conglomerate known some of its famous industrial and consumer products, like Scotch Tape and Post-It Notes. It makes a very wide array of products though, and its Personal Safety segment is growing rapidly.
MIT Technology Review article discussing the new cost of productivity
Jun 19, 2019
The largest publicly traded trucking company in America, J. B. Hunt transports all types of goods - from chemicals to cosmetics. Started as just a small fleet of trucks, it has grown immensely and now offers a variety of services to its customers.