Economics

Exploring the economic forces, incentives, and structures that shape markets, opportunity, and the decisions of businesses and individuals.

Mission vs. Margin

The strong, reinforcing bond between purpose and profit...

Sep 25, 2026

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7 min read

Systems thinking field notes

What we are learning from Giving Credit...

Jul 21, 2026

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4 min read

Catalysts of progress

The small interventions that unlock unimaginable upside...

Jun 24, 2026

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8 min read

Right problems → right environment → capital

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

Jun 11, 2026

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4 min read

The goldmine of science innovation

All STEMs matter...

Apr 2, 2026

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3 min read

The new drivers of value

Constraints that fuel growth...

Feb 12, 2026

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5 min read

Seeing 2025 through the Fairbridge portfolio.

Constraints that fuel growth...

Jan 27, 2026

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3 min read

Venture is non-consensus

There are still things that money can't buy...

Sep 19, 2025

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5 min read

What if AI was a gold mine...

Extracting value from technology is way more expensive than we think...

Aug 22, 2025

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3 min read

When companies fail #2: A case study

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

May 14, 2025

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5 min read

Setting ethical baselines....

Alpha belongs only to those who can harness Avarice...

Jan 31, 2025

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5 min read

When companies fail...

Failed companies can also add value.

Nov 27, 2024

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4 min read

Focus on the goose that lays the golden eggs

Mobilizing capital, technology, and people...

Oct 22, 2024

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5 min read

The Generational Enterprise

Building things that matter will always pay...

Sep 30, 2024

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3 min read

Your new investor is a startup Founder too.

Emerging venture ecosystems will boost global return...

Aug 27, 2024

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4 min read

How should founders value an investment firm?

Your investor is your other life partner...

May 28, 2024

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5 min read

Perception is not reality...

Seeking Alpha in Africa...

Jan 23, 2024

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2 min read

Introducing Good Commercial Sense

Numbers can ruin a good story....

Aug 30, 2023

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3 min read