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Framework

How the multiple imposes fundamental questions
Some thoughts on multiples, growth, and capital allocation, from an exploratory analysis on BTG Pactual
US deficits: much more than manufacturing
Analyzing the exposure of the US to its own trade deficits, going well beyong manufacturing and jobs, into credit, demand and productivity.
Where do stock returns come from? A napkin framework.
Distilling down a DCF to its simplest components
Trade and Capital at the Crossroads of War
Global imbalances and the forces that may soon reshape them
A Basic Framework for Growth Stocks and Industries.
Tools for dealing with high multiples, uncertainty, and qualitative data.
A Framework For The Cyclical Industries
How to understand, model and find opportunities among the cyclicals.
China’s Model: Doomsday or Escape Velocity?
Rethinking the Chinese investment-led model from the basics of business cycle theory.
A dog investment recognition method
How to quickly filter out bad companies.
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