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Drawing Capital Research

Drawing Capital

Weekly insights on financial markets, the innovation economy, and trending investment themes.

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Issues270Founded6 years agoLast Issue5 months ago
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Latest Issues

A Football Approach to Finance [Premium Subscribers]

Weekly updates on the innovation economy and market commentary.

Football and investing have incredible analogies and similarities.

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Keep the Growth Engine Moving: FCF Per Share [Premium Subscribers]

Weekly updates on the innovation economy and market commentary.

The free cash flow engine drives long-term share price appreciation.

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Surge Pricing, Storm Pricing, and Counterintuitive Purchasing [Premium Subscribers]

Weekly updates on the innovation economy and market commentary.

Introducing the Minsky Moment

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Anatomy of the AI Super Cycle [Premium Subscribers]

Weekly updates on the innovation economy and market commentary.

Introduction

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Narratives, Inflection Points, and Compounding Frameworks [Premium Subscribers]

Weekly updates on the innovation economy and market commentary.

A Narrative About a Number

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    An investment company focused on strategies around disruptive innovation.

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