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#85 The Globant Case $GLOB
Is it still a tech disruptor, or just a very expensive staffing agency with nice offices? How a Latin American dream company went global — and why the…
 • Javier Pérez
#84 The Death of Growth
Demographic emergency: Why passive indexing could fail in a no-growth world. What happens when growth dies—and the pie stops getting bigger.
 • Javier Pérez
#83 Building Blocks of Corporate Accounting: Intercorporate Shenanigans
Debt buried, revenue faked—a look at how Pescanova and Wirecard did it.
#82 Building Blocks of Corporate Accounting: Intercorporate Investments
How subsidiaries and minority interests distort accounting and valuation—from Kelly Partners to Alphabet’s SpaceX surprise
 • Javier Pérez
#81 The Passive Index Bubble: Myth or Reality?
Reflexivity, Inelastic Markets, and the Role of Marginal Investors
 • Javier Pérez
#80 Currency Chaos
How FX Markets Can Turn Great Investments into Nightmares
 • Javier Pérez
#79 Printing Money does not "always" Cause Inflation
How the Swiss National Bank Defies Economic Orthodoxy
 • Javier Pérez
Edelweiss Capital Research
Edelweiss Capital Research
Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
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