Edelweiss Capital Research
Javier PérezCapital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 86 | Subscribers | Read | edelweisscapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Silent Squeeze: How Tender Offers and Family Empires Trap Minority Shareholders
Being a minority shareholder sounds elegant. You own a piece of the company, you attend the same AGM as the big guys, and you read the same glossy annual report. In theory, you share the same rights. In practice? It’s a bit like being invit...
The Globant Case $GLOB
I am introducing a new series of articles focused on individual companies that capture my interest as compelling case studies, rather than as straightforward investment opportunities. These pieces will adopt a format inspired by HBS cases, ...
The Death of Growth
Here’s a secret nobody seems ready to admit: growth as we knew it is dead. Not dying, not slowing—flatlined. For decades, investors have made easy money riding an expanding population wave. More people meant more workers, more buyers, more ...
#83 Building Blocks of Corporate Accounting: Intercorporate Shenanigans
When you open a company's financial statements, you expect clarity—clean numbers telling you exactly what's happening behind the scenes. But as investors, we quickly learn that clarity is often the exception, not the rule. Sometimes, the fi...
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Authors
The writers behind this newsletter.
Javier Pérez Álvarez | Buy-side at Swiss investment fund | Books & Finance | Aerospace engineer | MBA |
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