Grégoire Legrand

Kimberly-Clark Corporation : A well-established brand portfolio

Founded in 1872 and headquartered in Irving, Texas, the group manufactures and markets a diverse portfolio of personal care and tissue products across more than 175 countries, employing approximately 45,000 people globally and operates manufacturing facilities in 33 countries. Positioning itself as the second-largest personal care products company globally behind Procter & Gamble the group benefits from iconic brands such as including Kleenex, Huggies, Scott, Kotex, Cottonelle, Depend, and Pull-Ups. Let’s take a closer look.

April 17, 2025 at 01:15 am EDT

Church & Dwight Co., Inc. : Adding security to your portfolio

Church & Dwight operates as a leading consumer packaged goods company founded in 1846 and headquartered in Ewing, New Jersey. The company first marketed sodium bicarbonate for use in home baking with a wide variety of use nowadays and it maintains a portfolio of personal care, household products, and specialty products. Considering the economic situation in the US, the volatility and the uncertainty, let’s take a closer look at this quality and resilient stock.

April 12, 2025 at 11:44 am EDT

Insulet's Market Expansion: The Omnipod Impact on Diabetes Care

Insulet Corporation, founded in 2000 and headquartered in Acton, Massachusetts, develops, manufactures, and sells insulin delivery systems primarily for individuals with insulin-dependent diabetes. The company's flagship product, the Omnipod Insulin Management System, represents a significant innovation in the diabetes management space. The company employs over 2,400 individuals globally with manufacturing facilities in the United States and China.

April 09, 2025 at 05:25 pm EDT

Dutch Bros Inc. : An irresistible coffee

Dutch Bros represents a rapidly expanding drive-thru coffee chain that originated in 1992 when brothers Dane and Travis Boersma established a single coffee cart in Grants Pass, Oregon. The company has 982 locations across 18 states. Dutch Bros has maintained an aggressive expansion strategy focusing on the western and southwestern United States, with recent entries into southeastern markets.

April 06, 2025 at 05:26 pm EDT

Hims & Hers : Telehealth's billion-dollar surge

Hims & Hers is a telehealth platform specializing in sexual health, dermatology, mental health, and weight loss. Founded by Andrew Dudum in 2017, it quickly gained traction with DTC subscription services for prescription and over-the-counter products. Headquartered in San Francisco with over 500 employees, the company has developed proprietary systems—from EMRs to prescription management and telehealth platforms—to support its end-to-end healthcare delivery model.

April 04, 2025 at 08:32 am EDT

Laureate Education: From Regional Provider to Multinational Force

Laureate Education represents a sophisticated global network of higher education institutions that has strategically positioned itself as a significant player in the international educational marketplace. Established in 1989 and headquartered in Baltimore, Maryland, the organization has evolved from a regional educational provider to a multinational for-profit education in Latin America.

March 30, 2025 at 01:05 pm EDT

Hamilton Lane Incorporated : Diversified investments

Founded in 1991 and headquartered in Conshohocken, Pennsylvania, Hamilton Lane represents a sophisticated global private markets investment management firm. It has strategically positioned itself as a critical intermediary in the complex ecosystem of alternative investments by delivering comprehensive investment solutions, advisory services, and innovative technological platforms. Let’s take a closer look.

March 27, 2025 at 05:12 pm EDT

InterDigital, Inc. : Everything connected

Established in 1972 and headquartered in Wilmington, Delaware, the company has evolved as a dominant developer of next-generation digital wireless technologies for mobile products, networks, and services. The group makes money from its essential to mobile technologies by selling licenses to manufacturers and network operators. Let's take a closer look.

March 23, 2025 at 11:47 pm EDT

EverQuote: Digital matchmaker in the evolving insurance market

EverQuote is an online insurance marketplace headquartered in Cambridge, Massachusetts. Founded in 2011, the company’s goal is to simplify the insurance-shopping process by connecting consumers with relevant insurance providers. EverQuote primarily focuses on auto insurance, but it also extends into life, health, home, and renter’s insurance. By serving as a digital intermediary, EverQuote enables users to compare policy quotes from multiple insurers in one centralized platform.

March 20, 2025 at 03:02 am EDT

AptarGroup, Inc. : Everyday packaging

AptarGroup is a global leader in providing packaging solutions for the beauty, personal care, pharmaceutical, and food industries. With over 70 years of experience and 13000 employees in 20 countries, the company has established itself as a trusted partner for businesses worldwide. Let’s take a closer look.

March 16, 2025 at 10:41 pm EDT

Kroger's Strategic Expansion: Fueling Growth and Customer Loyalty

The Kroger Co. founded in 1883 is one of the largest retailers in the United States. It operates food and drug stores, multi-department stores, marketplace stores, and price impact warehouses. These supermarket variations offer a different product mix based on their respective purposes however Kroger is generally seen as a full-service retailer.

March 12, 2025 at 10:52 pm EDT

Genpact Limited : The power of digitalization

Incorporated in Bermuda, Genpact started in 1997 with 20 employees, managing back-office operations for GE Capital. It became independent in 2005, went public in 2007, and Bain Capital’s investment in 2012 helped strengthen its services and client relationships, making Genpact a leader in business process transformation. Today the company employs more than 129,100 people in 35 countries, let’s take a closer look.

March 10, 2025 at 02:09 am EDT

Quest Diagnostics Incorporated : Your health comes first

Quest Diagnostics was founded in 1967 by Dr. Paul A. Brown, then a medical resident in New York City, with the vision of providing innovative, high-quality laboratory testing at lower costs. Today, it is the world’s leading provider of diagnostic information services, serving one in three American adults each year, employing over 56,000 people globally today.

March 04, 2025 at 10:54 pm EST

Palomar Holdings, Inc. : This insurance company should be on your radar

Founded in 2014, Palomar is a specialty insurance company that provides property and casualty insurance products to individuals and businesses. The group specializes in niche insurance markets overlooked by large generalist insurers offering adapted price instead of standardized policies, with a focus on admitted products backed by state guaranty funds for security.

March 02, 2025 at 09:58 pm EST

Oddity Tech Ltd. : Enhancing Beauty

Founded in 2018, IPO in 2023, Oddity is an Israeli-based beauty tech business aiming to disrupt the way millions of consumers shop for beauty and products. Focused on molecular-level product development using AI and backed by significant investments in data science, machine learning, and computer vision, the group has launched two premium brands so far: IL MAKIAGE and SpoiledChild. With two new brands set to launch in late 2025, Oddity is positioning itself as a promising startup, let’s take a close look.

February 25, 2025 at 03:56 pm EST

Tennant Company : Working in a clean space

Founded in 1870 by George H. Tennant, Tennant Company has evolved from a small woodworking business into a global leader in floor cleaning solutions. Initially focused on wood flooring and related products, the company shifted its focus to manufacturing cleaning equipment. Today, Tennant operates across the Americas, EMEA, and APAC regions, with 11 manufacturing sites worldwide. Let’s take a closer look.

February 23, 2025 at 05:08 pm EST

Life Time Group Holdings, Inc. : More than just a gym

Life Time Group is a premier health and wellness company that operates a network of fitness clubs and wellness centers across the United States and Canada. Founded in 1992, the company has evolved into a multifaceted organization that not only provides fitness facilities but also offers various health-related services, including nutrition coaching, spa services, and lifestyle programs. It returned to the public markets in 2021, six years after it was taken private in a leveraged buyout (PE firms TPG and Leonard Green & Partners) for more than $2.8 billion, which was one of the largest US leveraged buyouts for the year.

February 18, 2025 at 09:48 pm EST

Doximity, Inc. : Your health comes first

Doximity is a digital platform designed for U.S. healthcare professionals, helping them connect, stay informed, and manage their careers more efficiently. Since its launch in 2010, the company has grown rapidly, aiming to enhance physician productivity and improve patient care. Today, it plays a major role in the American medical landscape, offering a centralized space for communication, industry updates, and workflow optimization.

February 15, 2025 at 04:47 pm EST

Republic Services, Inc. : A company with a moat

Incorporated in 1996 as Republic Services (formerly Republic Waste Industries), the company is now one of the leading environmental service providers in the United States. Well-established, it benefits from significant regulatory barriers that limit new competition where the market is dominated by a few major players.

February 12, 2025 at 11:04 am EST

TechnipFMC plc : Redefining oil extraction

Formed in 2017 through the merger of FMC Technologies and Technip SA, TechnipFMC focuses on redefining subsea infrastructure for oil and gas production. As the only company offering a full suite of SPS/SURF equipment, it can develop an entire subsea field independently. Let’s take a closer look.

February 10, 2025 at 04:07 pm EST

PulteGroup, Inc. : Home sweet home

PulteGroup, ranked as the third-largest homebuilding company in the U.S., operates across 24 states and over 40 major markets. With a legacy of over 70 years and more than 800,000 homes delivered, the company has built a reputation for quality and reliability. However, the real estate industry has faced significant challenges since the pandemic, and 2025 is expected to bring continued pressure due to rising incentives on entry-level speculative homes and persistent land inflation.

February 08, 2025 at 03:21 pm EST