The Capital Allocator
Insights on Finance, Investing and Capital Allocation
Latest M&A and Activist Developments
Lessons from Charlie Munger
Investment models from Nomad Investment Partnership
Why Concentration outperforms Diversification:
Industry Deep Dive - Metal streaming and royalty Finance
The Case for Investing in Frontier Markets
A short history detailing the history of monetary regime change
Adapting to the Changing Tides of Technology
Navigating the Financial Landscape and Corporate Governance of the Internet's Front Page
Expanding into Media and Ad Business
The Software worlds compounding machine.
Applying the Wisdom of Chapter 8 of 'The Intelligent Investor' to Modern Investing
