Edelweiss Capital Research
Edelweiss CapitalCapital is sacred and scarce. Behind rebel capital allocators, incentives, and business moats.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 71 | Subscribers | Read | edelweiss.substack.com |
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| #223 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Swedish serial acquirer dilemma
Serial acquirers consistently captivate the attention of investors, and when these firms are Swedish, their allure only intensifies due to the impressive track records many such companies have established in this Nordic nation. Recently, an...
Business Model Breakdowns: Retailers
Retailers have often had a bad reputation in the investment world, perceived as highly competitive and frequently operating on low margins. However, behind this perception lies a business model that can be quite attractive if its footprint ...
#68 The Capitalist Manifesto: Saving, Investing, and Working Hard"
The emergence of Javier Milei in the political and economic landscape has marked a temporal inflexion point in the public discussion about liberal ideas (libertarian for our North American readers). This ideological revolution has shaken th...
#67 The Ideal Investor: Learning from Ulysses
The investing landscape, with its unpredictability and complexity, often mirrors the intricate tales of mythology more closely than the clear-cut, “perfect,” and engineered models of current academia. This dichotomy underscores a profound t...
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Authors
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Javier Pérez Álvarez | Buy-side at Anker Capital Management | Books & Finance | Aerospace engineer | MBA |
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