Forecasting the End: Corporate Survival Modeling
I remember standing on the deck of a vintage Riva in Portofino, watching a sudden, violent squall roll in from…
Category: Investing
Climbing Back: the Hard Realities of Drawdown Recovery Math
I remember a summer in Portofino when a sudden, violent squall caught my father’s crew off guard, leaving our most…
Brighter Future: Investing in Micro-led Display Infrastructure
Forget the brochures that promise a $1 million LED deck as the only way to make a splash on your yacht.…
Controlling the Refinement Process of Minerals, Not Just the Mines.
As I stand on the dock, watching the sun set behind the masts of the sailboats, I’m reminded of the…