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The rape of Europe
Memories of an old European: echoes from "The World of Yesterday"
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Edelweiss Capital
4
#73 Psycological moonshots
Incremental/radical technological innovation vs traditional industries. Capital investments, continuous disruption risks. Influence on valuation. Phycho…
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Edelweiss Capital
1

May 2024

#72 The Cazique of Poyais: a Real Estate illusion in the new world
Brief notes on economic and financial history: Episode IV
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Edelweiss Capital
2
#71 The Value of Patience: daily investor’s biases
Mistakes, reflections and path for improvement
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Edelweiss Capital
8

April 2024

#70 The Swedish serial acquirer dilemma
Goodwill vs Intangibles: implications in the short & long term
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Edelweiss Capital
7

March 2024

#69 Business Model Breakdowns: Retailers
Retail Titans: Identifying Winners in a Competitive Field
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Edelweiss Capital
9

February 2024

#68 The Capitalist Manifesto: Saving, Investing, and Working Hard"
The Pillars of Prosperity: Economic Principles for Wealth
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Edelweiss Capital
5
#67 The Ideal Investor: Learning from Ulysses
Timeless Wisdom for the Modern Market
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Edelweiss Capital
1

January 2024

#66 Business Model Breakdowns: Insurance I
Navigating Uncharted Waters: A Primer on Risk and Reward
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Edelweiss Capital
12

December 2023

#65 Compounding human capital (2023)
My 22 books of the year
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Edelweiss Capital
2

November 2023

#64 Strategic Harmony: Chain-Link Systems
A Comparative Analysis of IKEA and Constellation Software’s Strategic Mastery
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Edelweiss Capital
1
#63 The Luxury business: Part IV
The unadulterated luxury business model
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Edelweiss Capital
3
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