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A Framework for Business Analysis Through the Lens of Capital Allocation
“In large part, companies obtain the shareholder constituency that they seek and deserve.” - Warren E. Buffett
Jul 29, 2023
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Tom
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A Framework for Business Analysis Through the Lens of Capital Allocation
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Things I'm Thinking About: Generative AI
Some (quietly distributed) thoughts on "the current thing"
Mar 28, 2023
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Tom
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Things I'm Thinking About: Generative AI
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"Now Do Japan"
The Bank of Japan continues to zig while the rest of the world zags
Mar 3, 2023
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Tom
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"Now Do Japan"
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The Great Re-Shoring
Manufacturing comes home, persistent inflation, and protectionism in Latin America
Jul 30, 2022
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Tom
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The Great Re-Shoring
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DXY vs. the World
Foreign exchange, economic sanctions, and a looming crisis in EM
Jun 8, 2022
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Tom
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DXY vs. the World
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This Week In Emerging Markets (Vol. X)
News, data, and curated content from across the globe.
Jun 11, 2021
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Tom
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This Week In Emerging Markets (Vol. X)
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This Week in Emerging Markets (Vol. IX)
News, data, and curated content from across the globe.
Jun 4, 2021
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Tom
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This Week in Emerging Markets (Vol. IX)
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This Week in Emerging Markets (Vol VI)
News, data, and curated content from across the globe.
May 14, 2021
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Tom
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This Week in Emerging Markets (Vol VI)
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