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Feb 1236 min read
Weakness spawns aggression: Conflict analysis of Guyana & Venezuela
Multi domain conflict analysis of Guyana & Venezuela ranging from social to political & military
Dec 20, 20234 min read
Nyfosa AB: a recovery
Key financial metrics Company overview Nyfosa AB is a Swedish commercial real estate landlord. Nyfosa generates revenue by leasing out...
Nov 20, 202316 min read
ARM: Priced for perfection
Simple big idea We believe that ARM is a fundamentally sound business trading at an unreasonable valuation post-IPO. When given very...
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