The theory is now actionable...
Jul 7, 2026
•
4 min read
The small interventions that unlock unimaginable upside...
Jun 24, 2026
8 min read
20-years of reflection on capital, development, and social progress...
Jun 11, 2026
In the age of the internet, nationalism shrinks the pie...
May 14, 2026
3 min read
All STEMs matter...
Apr 2, 2026
5 min read
Constraints that fuel growth...
Feb 12, 2026
Jan 27, 2026
Convening. Storytelling. Action.
Oct 6, 2025
There are still things that money can't buy...
Sep 19, 2025
Extracting value from technology is way more expensive than we think...
Aug 22, 2025
Failed companies are especially an opportunity for thesis-driven funds...
May 14, 2025
Next Alpha is from leaders who can maneuver the elements into robust business models...
Feb 14, 2025
The next Alpha is in hard societal problems...
Dec 31, 2024
middlemen matter...
Feb 20, 2024
Seeking Alpha in Africa...
Jan 23, 2024
2 min read
