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Charles Schwab isn’t the Amazon of banking, it is more like an MF Global of 2023
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A complete overview of US Banks' equity positions as of Dec 2022
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Navigating the stars of valuation: a journey through Constellation Software
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How a company's culture can help us overcome the challenge of "unknown unknowns"
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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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The acquisition of Tiffany’s & Co. by LVMH
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A framework to assess value-creation deals: stepping into management shoes
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A framework to assess value-creation deals: the basics
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Brief notes on economic and financial history: Episode II
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As we wrap up the year, it's been a challenging one for investors with an interest rate hike and recession concerns causing uncertainty and volatility…
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My 40 books of the year
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Markets play constantly the game of thimblerig with us.
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Edelweiss Capital Research

Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.
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