Edelweiss Capital Research
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
VICIO's Equity Extravaganza: a hearty investment or a half-baked scheme?
Diving into the controversial crowdfunding campaign of VICIO, the Spanish upstart burger chain, and the unsettling questions it raises for retail…
May 28
•
Edelweiss Capital
15
1
#53 A series on companies' Growth: Part III
Navigating "Growth Stalls": recognizing and understanding the warning signs from an investor's POV
May 14
•
Edelweiss Capital
18
4
April 2023
#52 A series on companies' Growth: Part II
10 dimensions of innovation for sustainable growth
Apr 22
•
Edelweiss Capital
24
4
#51 A series on companies' Growth: Part I
Why not all growth is created equal
Apr 16
•
Edelweiss Capital
38
5
#50 Compounding human capital Q1 2023
A book journey through diverse ideas: 10 books of the quarter
Apr 2
•
Edelweiss Capital
19
3
March 2023
#49 Valuation always matters
Navigating the stars of valuation: a journey through Constellation Software
Mar 26
•
Edelweiss Capital
30
10
#48 Charles Schwab: lessons and losses
Charles Schwab isn’t the Amazon of banking, it is more like an MF Global of 2023
Mar 15
•
Edelweiss Capital
42
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
Mar 13
•
Edelweiss Capital
17
1
#46 When Culture is a competitive advantage
How a company's culture can help us overcome the challenge of "unknown unknowns"
Mar 12
•
Edelweiss Capital
23
5
February 2023
#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…
Feb 26
•
Edelweiss Capital
16
1
#44 Mergers & Acquisitions III
The acquisition of Tiffany’s & Co. by LVMH
Feb 19
•
Edelweiss Capital
18
2
January 2023
#43 Mergers & Acquisitions II
A framework to assess value-creation deals: stepping into management shoes
Jan 29
•
Edelweiss Capital
24
5
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
