Zelmira Alvim·1h agoWhat Brazil’s Services Data Tells Me About Private Capital | Zelmira AlvimBrazil’s services activity was nearly flat in September. According to IBGE, the sector recorded a 0.1% decline from August and a 0.1%…
InGradient GrowthbyDr. Lester Leong·21h agoApple Spent $438.6 Billion on Repurchases. Average Diluted Shares Fell 14.4%.FY2020 share-count baseline, FY2021–FY2025 cash flows, and three different fiscal calendars
Bramwell Satterlee·2d agoCapital Allocation Decisions: Bramwell Satterlee on How Companies Use Their CashA company can produce plenty of cash and still make decisions that leave shareholders worse off. Operating performance tells us how a…
Rebak Attila·Nov 3The OutsidersEight CEOs who consistently outperformed the market were consistently misread by it. What the market missed is the most important thing…
InDataDrivenInvestorbyTim Overstreet·Nov 2Why Every Major Strategic Investment Needs a Financial Exit StrategyA major business investment can take years to plan, millions of dollars to finance, and countless management hours to execute. But what…A response icon2A response icon2
InGradient GrowthbyDr. Lester Leong·Nov 2Victoria’s Secret at $96.62: Why I’m Still More Interested in AIA November 1, 2026 analysis of the retail turnaround, the earnings windfall, and what a three-year investment would need to deliver.
Tyler Gorecki·Nov 1The New Bottleneck in Capital Is Allocation, Not AccessFor most of business history, the hardest part of building something was getting the money. Founders spent months pitching, executives…
Aurelio Basave·Oct 27Aurelio Basave: What I Look for After a Company Starts Generating More CashGenerating cash is important.
Virelia Foster·Oct 26Virelia Foster: Why I Measure Growth Against the Cost of CapitalA company can expand its revenue, increase production and enter new markets without necessarily creating additional economic value.
Alex·Oct 25Micron’s Cash Surge vs. Broadcom’s Capital Machine: A Three-Year Study in Capital AllocationEvidence from annual SEC 10-K filings, fiscal years 2023–2026. All figures in USD billions. For informational purposes only; not investment…A response icon1A response icon1
