Edelweiss Capital Research
Edelweiss Capital
Created 14 Nov 2021
Capital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.

Latest Posts

Mergers & Acquisitions I
22 Jan 2023 19 2
M&A always gets buzz in the public markets. Many investors fell in love with "compounders", companies that spend a large amount of their free cash flow buying inorganic growth. The market many times a...
#41 John Law and the Mississippi bubble
08 Jan 2023 15 2
Today we look at one of the early monetary experiments in the history. We travel to the France of the XVIII century and trace the source of the Mississippi bubble and its subsequent collapse. We look ...
#40 2022 in review
01 Jan 2023 16 5
As we wrap up the year, it's been a challenging one for investors with an interest rate hike and recession concerns causing uncertainty and volatility in the markets. Despite these challenges, there h...
#39 Compounding human capital
25 Dec 2022 12 3
Human capital is the accumulation of skills, knowledge, and experiences that contribute to an individual's overall worth and potential for success. Knowledge is power, and this is especially true when...
#38 Show me the value
18 Dec 2022 15 4
Whenever looking at a new company, we always try to ask ourselves who is benefiting the most from the value the company is creating. It is clear that if a company focused on generating shareholder val...

Readers Also Read

Valuation Matters
Valuation Matters
Value investing
Monopoly Investor
Cube Dot Investments Limited
Identifying and investing in unique companies with monopolistic characteristics.
Studying high-performing serial acquirers through a Nordic lens.
The Deload
Doug Clinton
The Deload makes smarter growth investors through first principles.
Credit and Fixed Income Markets
This newsletter is about Fundamental Principles of the Stock Market and I'll also publish research occasionally.
Results in 0.081s