Sitemap - 2022 - Edelweiss Capital Research
#37 A breeding ground for the GFC: from Volcker to Bernanke
#36 Management & incentive schemes III: the good
#35 Management & incentive schemes II: the bad
#34 Management & incentive schemes I: the ugly
#33 The Chinese straw man fallacy
#31 Disruption gets too much attention
#29 Adobe: creativity at scale
#28 All Blacks, culture and investing
#26 Compounding value: Part III
#25 Compounding value: Part II
#23 Google: the modern 5th Avenue Real Estate
#22 Portfolio management III: capital allocation
#21 Portfolio management II: position sizing
#20 Portfolio management I: portfolio size
#19 Meta: short term narrative vs long term reality
#18 Siren call: share repurchases
#17 An economic framework for investing: the Austrian School
#15 Standing on the shoulders of giants
#13 Apple's adventures in wonderland
#12 Topicus: a Dutch serial compounder?
#9 Rebel capital allocators (Part III)
#8 When markets behave irrationally
#7 Rebel capital allocators (Part II)
#6 Rebel capital allocators (Part I)
#5 Inflation and the inevitable hangover
#4 Incentives, innovation & management