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The Value of Patience: daily investor’s biases
Mistakes, reflections and path for improvement
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#70 The Swedish serial acquirer dilemma
Goodwill vs Intangibles: implications in the short & long term
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7
#69 Business Model Breakdowns: Retailers
Retail Titans: Identifying Winners in a Competitive Field
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9
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#48 Charles Schwab: lessons and losses
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#69 Business Model Breakdowns: Retailers
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9
#66 Business Model Breakdowns: Insurance I
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12
#60 The Luxury business: Part I
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#70 The Swedish serial acquirer dilemma
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7
#49 Valuation always matters
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10
#68 The Capitalist Manifesto: Saving, Investing, and Working Hard"
The Pillars of Prosperity: Economic Principles for Wealth
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4
#67 The Ideal Investor: Learning from Ulysses
Timeless Wisdom for the Modern Market
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1
#66 Business Model Breakdowns: Insurance I
Navigating Uncharted Waters: A Primer on Risk and Reward
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12
#65 Compounding human capital (2023)
My 22 books of the year
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2
#64 Strategic Harmony: Chain-Link Systems
A Comparative Analysis of IKEA and Constellation Software’s Strategic Mastery
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1
#63 The Luxury business: Part IV
The unadulterated luxury business model
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3
#62 The Luxury business: Part III
Rules of luxury brands: marketing, brand, organisational and digitial strategy
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3
Edelweiss Capital Research
Edelweiss Capital Research
Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.
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