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EDITORIALEQUITY · MACRO · STRUCTURERSS·NEWSLETTER·SUBSCRIBE ↗
Featured

Behind every great company is a story worth understanding

This week’s lead investigation, with companion notes our editors think read best alongside it.

Roger Federer sitting on concrete steps surrounded by On Running The Roger sneakers in multiple colorways — On Holding brand campaign
The Cover Story
· 24 min read

On Holding (NYSE: ONON): The 63% Gross Margin Footnote

A deep dive into the Zurich shoe brand — founders, culture, product, athletes, governance, and the FX line that runs under every number.

Continue reading→
Stories that read well together
  • The AGI Industrial Dependency Chain: From Shale Fields to SuperintelligenceDeep Dive$650B of annual capex, nine layers, one question — who actually wins?
  • Anthropic IPO 2026, OpenAI & xAI Valuations: The AI IPO RaceDeep DiveAnthropic, OpenAI, xAI — the IPO timelines, valuations and risks, side by side.
  • Anthropic IPO 2026: Timeline, Valuation & What Investors Should WatchDeep DiveTriangulating a private AI valuation from public disclosures and secondary prints.
Weekly Newsletter

One sharp market brief every Sunday.

Research notes, portfolio ideas, and charts worth saving. Five minutes, no noise.

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Latest
Macro photograph of a silicon wafer showing the grid of individual semiconductor dies with rainbow diffraction

The Silicon-to-Software Shift: Bridging the AI Valuation Gap (2026-2030)

Deep Dive

Why the next AI rotation is from chips to software — and what's still mispriced.

12min
Woman typing on a laptop at a wooden table set with breakfast items, representing focused investment research and company analysis.

How to Analyze a Company: The Workflow Famous Investors Actually Use

Guide

A six-step workflow for separating compounders from value traps.

20min
Close-up of a Coca-Cola bottle cap on a teal background

How to Read a Balance Sheet: The Lines That Actually Matter

Guide

Twelve line items, five ratios, three red flags — the lines that actually matter.

10min
Digital workspace showing a website interface with text and abstract drawing on screen, evoking AI-assisted research and analysis.

Research With Claude AI

Guide

A nine-step framework that compounds conviction with every reread.

15min
Warren Buffett reading a newspaper at his desk in Berkshire Hathaway's Omaha office

Warren Buffett's Intrinsic Value

Guide

The definition, the math, and how to apply it without faking a crystal ball.

12min
AAPL309.09
Apple Inc.1.34%
MSFT418.40
Microsoft Corporation0.16%
NVDA215.61
NVIDIA Corporation1.78%
AMZN267.08
Amazon.com, Inc.0.51%
GOOGL382.75
Alphabet Inc.1.27%
META609.55
Meta Platforms, Inc.0.36%
TSLA425.88
Tesla, Inc.1.92%
AVGO412.36
Broadcom Inc.0.53%
LLY1,066.92
Eli Lilly and Company2.43%
TSM404.21
Taiwan Semiconductor Manufacturing Company Limited0.72%
V329.37
Visa Inc.0.53%
PG144.32
The Procter & Gamble Company0.65%
JNJ234.75
Johnson & Johnson1.30%
ORCL191.70
Oracle Corporation1.02%
COST1,027.04
Costco Wholesale Corporation2.23%
NFLX88.53
Netflix, Inc.0.86%
HD312.38
The Home Depot, Inc.0.45%
MA499.05
Mastercard Incorporated0.11%
XOM155.06
Exxon Mobil Corporation0.14%
PLTR137.03
Palantir Technologies Inc.0.28%
AAPL309.09
Apple Inc.1.34%
MSFT418.40
Microsoft Corporation0.16%
NVDA215.61
NVIDIA Corporation1.78%
AMZN267.08
Amazon.com, Inc.0.51%
GOOGL382.75
Alphabet Inc.1.27%
META609.55
Meta Platforms, Inc.0.36%
TSLA425.88
Tesla, Inc.1.92%
AVGO412.36
Broadcom Inc.0.53%
LLY1,066.92
Eli Lilly and Company2.43%
TSM404.21
Taiwan Semiconductor Manufacturing Company Limited0.72%
V329.37
Visa Inc.0.53%
PG144.32
The Procter & Gamble Company0.65%
JNJ234.75
Johnson & Johnson1.30%
ORCL191.70
Oracle Corporation1.02%
COST1,027.04
Costco Wholesale Corporation2.23%
NFLX88.53
Netflix, Inc.0.86%
HD312.38
The Home Depot, Inc.0.45%
MA499.05
Mastercard Incorporated0.11%
XOM155.06
Exxon Mobil Corporation0.14%
PLTR137.03
Palantir Technologies Inc.0.28%