Category Archives : Quarterly Reports

Home  >>  Quarterly Reports

Second Quarter of 2018

On August 16, 2018, Posted by , in Quarterly Reports, With Comments Off on Second Quarter of 2018

This quarter, we discuss two companies that have historically been cable providers but are now increasingly focused on broadband services, effectively taking advantage of cord-cutting: Charter and Cable One. We also share some thoughts and updates on General Electric. Lastly, we revisit a survey conducted by us last year reflecting…

First Quarter of 2018

On April 10, 2018, Posted by , in Quarterly Reports, With Comments Off on First Quarter of 2018

This quarter, we discuss Berkshire Hathaway, General Electric and Western Union. Also, we draw a parallel of Richard Feynman’s approach to problem solving with our research process. In the PIPA Prize section, we provide update on the work by the PIPA Institute and, following the nomination of the artists announced…

Fourth Quarter of 2017

On January 17, 2018, Posted by , in Quarterly Reports, With Comments Off on Fourth Quarter of 2017

This quarter, we talk about the role experience and framing play in our field. We also share some of our thoughts on Best Buy, Google, Western Union and Disney in this edition. In the PIPA Prize section, we discuss the PIPA Institute, further address the work of the Prize’s 2017…

Third Quarter of 2017

On October 23, 2017, Posted by , in Quarterly Reports, With Comments Off on Third Quarter of 2017

This quarter, we reflect on incentives and its importance in looking for great companies as well as being a great indicator of companies to avoid. In the PIPA Prize section, we discuss even further the works of the four finalists for this edition.

Second Quarter 2017

On July 11, 2017, Posted by , in Quarterly Reports, With Comments Off on Second Quarter 2017

This quarter, we share our experience at the Challenges of Government Conference held at Oxford University.  Plus, we comment briefly about Western Union and Amazon’s offer to acquire Whole Foods. In the PIPA Prize section, we discuss the work of the 2017 finalists: Antonio Obá, Bárbara Wagner, Carla Guagliardi and Éder Oliveira….

First Quarter 2017

On April 18, 2017, Posted by , in Quarterly Reports, With Comments Off on First Quarter 2017

This quarter, we decided to focus on Amazon and share our take on its many divisions. Plus, our impressions during a field trip to California and some perspective around recent events. In the PIPA Prize section, we discuss some improvements to the Prize, the work of Arjan Martins and present texts…

Fourth Quarter 2016

On January 20, 2017, Posted by , in Quarterly Reports, With Comments Off on Fourth Quarter 2016

In this edition, we continue our discussion of AI and provide insight into our approach to investment research and what we call our Exo-Analysis Team. We also reflect on a couple of Technology events we visited. In the PIPA Prize section, the team looks at the results and outcomes of…

Third Quarter 2016

On October 10, 2016, Posted by , in Quarterly Reports, With Comments Off on Third Quarter 2016

This quarter, we elaborate on the view of investing as Art, the challenges of managing creativity and mental models. On the companies front, we discuss Amazon, Wells Fargo, Western Union and ABI InBev and SABMiller. In the PIPA Prize section, the team talks about accomplishments and incentives, their internal processes as…

Second Quarter of 2016

On July 11, 2016, Posted by , in Quarterly Reports, With Comments Off on Second Quarter of 2016

In this edition, we offer musings on a variety of themes, such as productivity, organic growth vs acquisitions, the digital disruption taking place in many industries, and some risks we find relevant. In the PIPA Prize section, we discuss our motivations behind the Institute and present the finalists of this…

First Quarter 2016

On March 1, 2016, Posted by , in Quarterly Reports, With Comments Off on First Quarter 2016

  This quarter, we explore mental models and share some of our experience of developing as investors and analysts. We also make some more directed notes on Amazon, Gold and Berkshire Hathaway.