economics

Right problems → right environment → capital

Jun 11, 2026

•

4 min read

Right problems → right environment → capital

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

David Tswamuno

strategy

May 14, 2026

•

3 min read

The best resources are elsewhere

In the age of the internet, nationalism shrinks the pie...

David Tswamuno

strategy

Apr 2, 2026

•

5 min read

The goldmine of science innovation

All STEMs matter...

David Tswamuno

strategy

Feb 12, 2026

•

5 min read

The new drivers of value

Constraints that fuel growth...

David Tswamuno

strategy

Seeing 2025 through the Fairbridge portfolio.

Jan 27, 2026

•

5 min read

Seeing 2025 through the Fairbridge portfolio.

Constraints that fuel growth...

David Tswamuno

economics

Oct 6, 2025

•

5 min read

An invitation to Progress Summit!

Convening. Storytelling. Action.

David Tswamuno

economics

Sep 19, 2025

•

5 min read

Venture is non-consensus

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

David Tswamuno

strategy

Aug 22, 2025

•

5 min read

What if AI was a gold mine...

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

David Tswamuno

economics

May 14, 2025

•

5 min read

When companies fail #2: A case study

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

David Tswamuno

economics

Mar 24, 2025

•

12 min read

Fairbridge—Annual Shareholder Update

Entrepreneurs are rewarded for solving hard problems of their time: for us it's the gap between technological and social progress...

David Tswamuno

economics

Feb 14, 2025

•

5 min read

T’is the era to bet on the Chef...

Next Alpha is from leaders who can maneuver the elements into robust business models...

David Tswamuno

economics

Dec 31, 2024

•

4 min read

Change is the opportunity

The next Alpha is in hard societal problems...

David Tswamuno

strategy

Feb 20, 2024

•

5 min read

Is direct-to-consumer really a strategy?

middlemen matter...

David Tswamuno

strategy

Jan 23, 2024

•

5 min read

Perception is not reality...

Seeking Alpha in Africa...

David Tswamuno

economics

Right problems → right environment → capital

The best resources are elsewhere

The goldmine of science innovation

The new drivers of value

Seeing 2025 through the Fairbridge portfolio.

An invitation to Progress Summit!

Venture is non-consensus

What if AI was a gold mine...

When companies fail #2: A case study

Fairbridge—Annual Shareholder Update

T’is the era to bet on the Chef...

Change is the opportunity

Is direct-to-consumer really a strategy?

Perception is not reality...

Good Commercial Sense

Home

Account