Compounding Human Capital (2024)

#77 Business Model Breakdowns: Hard-Discounters

Business Model Breakdowns: Hard-Discounters

#76 The 4th Symphony of the Empire Builder

#75 A Perfect Storm: The Expected Black Swan of Carry Trade : Why Japan’s Market Collapse Was a Disaster Waiting to Happen (Not That We Foresaw It, Nor Tried To)

#74 The Rape of Europe : Memories of an old European: echoes from "The World of Yesterday"

#73 Psycological moonshots: Incremental/radical technological innovation vs traditional industries. Capital investments, continuous disruption risks. Influence on valuation. Phycho advances creating incremental switching costs.

#72 The Cazique of Poyais: a Real Estate illusion in the new world: Brief notes on economic and financial history: Episode IV

#71 The Value of Patience: daily investor’s biases: Mistakes, reflections and path for improvement

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

Business Model Breakdowns: Retailers: Retail Titans: Identifying Winners in a Competitive Field

#68 The Capitalist Manifesto: Saving, Investing, and Working Hard" : The Pillars of Prosperity: Economic Principles for Wealth

#67 The Ideal Investor: Learning from Ulysses: Timeless Wisdom for the Modern Market

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

#65 Compounding human capital (2023): My 22 books of the year

#64 Strategic Harmony: Chain-Link Systems: A Comparative Analysis of IKEA and Constellation Software’s Strategic Mastery

The Luxury business: Part IV: The unadulterated luxury business model

#62 The Luxury business: Part III: Rules of luxury brands: marketing, brand, organisational and digitial strategy

#61 The Luxury business: Part II: Rules of luxury brands: the product, price and distribution strategy

#60 The Luxury business: Part I: Won't get fooled again: premium is not luxury

#59 Building blocks of corporate accounting: goodwill : Goodwill in business: more than just benevolence (Nagarro, ICON and JTC)

#58 Capitalism, Money, and Morality: Francisco d'Anconia's discourse on money and its relevance in today's world.

#57 Behind Edelweiss Capital: An interview by Capital Employed

#56 Ode to Inequality: The hidden benefits of economic inequality and its role in driving progress

#55 Building blocks of corporate accounting: operating leases and stock based compensation: How overlooking key aspects of Alphabet's and Wickes Group's financials can skew company valuations