Challenging dogmatic narratives in VC, with Fergal Mullen – Part 2
Fergal Mullen's challenges entrenched dogmas in venture capital, urging a more thoughtful and individualized approach...
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27 March 2024 ⢠by Camilla Erencin, Simon J. Evenett, Pierre Ledan, Felix Reitz in Crux of Capitalism ⢠5 min read
An analysis of 21 economies between 2018 and 2022 finds that economic profit concentration is not limited to the âMagnificent Sevenâ âtechâ stocks â Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla....
Continue reading20 February 2024 ⢠by RaphaÍl Grieco, Karl Schmedders in Crux of Capitalism ⢠1 min read ⢠Podcast available
Fergal Mullen's challenges entrenched dogmas in venture capital, urging a more thoughtful and individualized approach...
20 February 2024 ⢠by Camilla Erencin, Simon J. Evenett, Pierre Ledan, Felix Reitz in Crux of Capitalism ⢠5 min read
Data from the Crux of Capitalism finds that the âMagnificent Seven' âtechâ stocks â Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla â together accounted for 32% of the economic profit of...
13 February 2024 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠5 min read
As interest rates rose in many economies, fears of a âhard landingâ grew. We examine whether a tighter monetary policy has translated into more firms going into corporate distress by tracking three...
6 February 2024 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠4 min read
We examine whether Chinaâs tremendous economic growth this century is reflected in significant economic profitmaking by its firms. ...
30 January 2024 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠5 min read
Looking at firms using both the interest coverage ratio (ICR) and Altmanâs Z-score can help reveal whether a company might be in distress. ...
23 January 2024 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠4 min read
The economic profit measure developed in the Crux of Capitalism initiative is based solely on reported firm performance. As such it departs from established metrics of the national business environment...
16 January 2024 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠5 min read
To make fair comparisons between capitalist economies, it's important to take non-listed firms into account....
9 January 2024 ⢠by Camilla Erencin, Simon J. Evenett, Felix Reitz in Crux of Capitalism ⢠4 min read
After nearly two decades, claims that Germany is the âsick man of Europeâ are making a comeback. In the first six months of 2023, around half of Germanyâs publicly-listed firms destroyed value,...
15 November 2023 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠5 min read
Traditional accounting measures often obscure the underlying health of firms and capitalist economies by ignoring the opportunity cost of capital and the potential value from R&D investment. Here we explain why these...
8 November 2023 ⢠by Camilla Erencin, Simon J. Evenett, Alexander Gruber, Felix Reitz in Crux of Capitalism ⢠6 min read
With society facing a number of critical challenges, such as the transition to a low-carbon economy, digital disruption, and aging populations, demands are growing on businesses to divert some of their economic...
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