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Quartr

@quartr_app

Increasing efficiency and precision in qualitative public market research.

ID: 1339909347925778433

linkhttp://go.quartr.com/bio calendar_today18-12-2020 12:24:25

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$NVDA Q1 2026 "AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate." - Jensen Huang Revenue +69% *Data Center +73% *Gaming +42% *Professional Vis. +19% *Automotive +72% EBIT +28%

$NVDA Q1 2026

"AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate." - Jensen Huang

Revenue +69%
*Data Center +73%
*Gaming +42%
*Professional Vis. +19%
*Automotive +72%
EBIT +28%
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Nick Sleep has this 1967 memo by Sol Price framed on his office wall. According to him it's "The best summary of the business case for scale economics shared we have come across."

Nick Sleep has this 1967 memo by Sol Price framed on his office wall.

According to him it's "The best summary of the business case for scale economics shared we have come across."
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Most investors have seen the name on ETFs, fund fact sheets, or market reports, probably without grasping what it really is: A quiet giant that has shaped the structure of modern investing while compounding EBIT at a 22% CAGR over the past 20 years. Its indexes move trillions

Most investors have seen the name on ETFs, fund fact sheets, or market reports, probably without grasping what it really is: 

A quiet giant that has shaped the structure of modern investing while compounding EBIT at a 22% CAGR over the past 20 years.

Its indexes move trillions
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Understanding how a company has allocated capital across buybacks, dividends, M&A, and CapEx used to take hours. Now it takes seconds:

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A year and a half ago, we introduced Edge to the world. Today, every issue is read by well over 100,000 business and investing enthusiasts worldwide. You're one of them, right?

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Ingvar Kamprad was the perfect example of founder mode. Until his final years, he regularly toured IKEA stores around the world. Here's what a typical visit could look like (which could easily last 12 hours): 5:45 am → Arrives before opening → Crawls into the container or

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Schwarz Group is the largest retail company in Europe, operating Lidl and Kaufland, with 2024 revenues of €132B and €35B. The company is owned by Dieter Schwarz, who took over from his father in 1977 and expanded it aggressively, especially through the Lidl brand.

Schwarz Group is the largest retail company in Europe, operating Lidl and Kaufland, with 2024 revenues of €132B and €35B.

The company is owned by Dieter Schwarz, who took over from his father in 1977 and expanded it aggressively, especially through the Lidl brand.
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In 1990, Southwest Airlines rolled out a cheeky new slogan: "Just Plane Smart." Stevens Aviation wasn't amused as they had already been using "Plane Smart." Instead of dragging it into court, a Stevens exec suggested something wild: settle it with arm wrestling. Most CEOs

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Amex paid Delta $7.4B in 2024 for SkyMiles through their co-branded card partnership, with long-term expectations of $10B. This high-margin, recurring revenue stream from $AXP has become a key driver of $DAL's profitability.

Amex paid Delta $7.4B in 2024 for SkyMiles through their co-branded card partnership, with long-term expectations of $10B. 

This high-margin, recurring revenue stream from $AXP has become a key driver of $DAL's profitability.
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$ABNB revolutionized hospitality by turning homes into more useful assets, reshaping both travel experiences and the business model behind them. At the same time, it has become a remarkable business, generating FCF margins of 40%. This is the story of how three friends cracked

$ABNB revolutionized hospitality by turning homes into more useful assets, reshaping both travel experiences and the business model behind them.

At the same time, it has become a remarkable business, generating FCF margins of 40%.

This is the story of how three friends cracked
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It's amazing what the right prompt can do to help you understand a business. 30+ prompts that we keep coming back to: quartr.com/features/ai-us…

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$KER is up 12% today after naming Luca de Meo as CEO, the first person outside the Pinault family to lead the company. Here's what de Meo brings to Kering: quartr.com/insights/busin…