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#51 A series on companies' Growth: Part I
Why not all growth is created equal
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5
#50 Compounding human capital Q1 2023
A book journey through diverse ideas: 10 books of the quarter
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3
#49 Valuation always matters
Navigating the stars of valuation: a journey through Constellation Software
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10
#48 Charles Schwab: lessons and losses
Charles Schwab isn’t the Amazon of banking, it is more like an MF Global of 2023
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2
#47 The impact of the Bank Term Funding Program on US banks
A complete overview of US Banks' equity positions as of Dec 2022
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1
#46 When Culture is a competitive advantage
How a company's culture can help us overcome the challenge of "unknown unknowns"
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5
#45 Rise and fall of Long-Term Capital Management
Brief notes on economic and financial history: Episode III. When a bunch of Nobel laureates thought that models could forecast the limits of human…
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1
Edelweiss Capital Research
Edelweiss Capital Research
Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.
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