casestudies

economics

Right problems → right environment → capital

Jun 11, 2026

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4 min read

Right problems → right environment → capital

20-years of reflection on capital, development, and social progress...

David Tswamuno

strategy

Feb 12, 2026

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5 min read

The new drivers of value

Constraints that fuel growth...

David Tswamuno

strategy

Seeing 2025 through the Fairbridge portfolio.

Jan 27, 2026

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5 min read

Seeing 2025 through the Fairbridge portfolio.

Constraints that fuel growth...

David Tswamuno

strategy

Dec 22, 2025

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7 min read

A blueprint for holding power

Relational, practical, slow, resolute...

David Tswamuno

temperament

Jul 31, 2025

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8 min read

Winning is not enough

It's what happens after that matters...

David Tswamuno

economics

May 14, 2025

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5 min read

When companies fail #2: A case study

Failed companies are especially an opportunity for thesis-driven funds...

David Tswamuno

casestudies

Nov 27, 2024

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4 min read

When companies fail...

Failed companies can also add value.

David Tswamuno

strategy

Feb 20, 2024

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5 min read

Is direct-to-consumer really a strategy?

middlemen matter...

David Tswamuno

casestudies

Right problems → right environment → capital

The new drivers of value

Seeing 2025 through the Fairbridge portfolio.

A blueprint for holding power

Winning is not enough

When companies fail #2: A case study

When companies fail...

Is direct-to-consumer really a strategy?

Good Commercial Sense

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