Elevated equity markets unsettle investors. But whether record highs are meaningful signals depends less on the headline index level than on fundamentals and long-term context. ...
Continue readingMarch 26, 2024 • by Raphaël Grieco, Karl Schmedders in Investing • 2 min read • 
Podcast available
The founder of Ahoy Capital talks concentrated portfolios and the value of right-sized investments...
February 20, 2024 • by Raphaël Grieco, Karl Schmedders in Investing • 1 min read • Podcast available
Fergal Mullen's challenges entrenched dogmas in venture capital, urging a more thoughtful and individualized approach...
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Data from the Crux of Capitalism finds that the ‘Magnificent Seven' “tech” stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla – together accounted for 32% of the economic profit of...
January 26, 2024 • by Raphaël Grieco, Karl Schmedders in Investing • 1 min read • Podcast available
Fergal Mullen emphasizes that success metrics should extend beyond mere fund size and align with broader strategies at investment firms...
January 22, 2024 • by Jerry Davis in Investing • 8 min read
The venture capital model has failed far too many smaller firms seeking the funds to grow but, argues Jerry Davis, there is a better way....
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