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 | 78 |
| Subscribers | Read | edelweisscapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Compounding Human Capital (2024)
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 it comes to building a strong foundatio...
#77 Business Model Breakdowns: Hard-Discounters
Retail is brutal. The competition is relentless, the margins are thin, and the barriers to entry are almost nonexistent. Anyone with a storefront and a cash register can jump in, but most don’t last. Yet, hidden in this brutal landscape, th...
#76 The 4th Symphony of the Empire Builder
We all have our preferences when investing—certain leadership styles, types of companies or strategies we favor. And when a CEO or business doesn’t fit into those boxes, we’re quick to dismiss them. Brad Jacobs is one of those CEOs who, at ...
#75 A Perfect Storm: The Expected Black Swan of Carry Trade
Welcome to the new era of Anker Capital Management! 🎉
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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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