20-years of reflection on capital, development, and social progress...
Jun 11, 2026
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4 min read
Constraints that fuel growth...
Feb 12, 2026
5 min read
Jan 27, 2026
Relational, practical, slow, resolute...
Dec 22, 2025
7 min read
It's what happens after that matters...
Jul 31, 2025
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Failed companies are especially an opportunity for thesis-driven funds...
May 14, 2025
Failed companies can also add value.
Nov 27, 2024
middlemen matter...
Feb 20, 2024
