Framework

Trade and Capital at the Crossroads of War

Global imbalances and the forces that may soon reshape them

Apr 6

A Basic Framework for Growth Stocks and Industries.

Tools for dealing with high multiples, uncertainty, and qualitative data.

Dec 7, 2024

A Framework For The Cyclical Industries

How to understand, model and find opportunities among the cyclicals.

Nov 2, 2024

China’s Model: Doomsday or Escape Velocity?

Rethinking the Chinese investment-led model from the basics of business cycle theory.

Sep 15, 2024

A dog investment recognition method

How to quickly filter out bad companies.

Nov 13, 2023

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts