The Mandala
Scenes from Samsara and the architecture of investors’ assumptions.
Scenes from Samsara and the architecture of investors’ assumptions.
The digitization of assets and investor psychology. Also: Ludovic Phalippou; The SEC; Beach Reading; David Bromwich.
The illusion of prosperity amidst economic destruction. Marc Andreessen’s “It’s Time to Build.” Actis and KKR. Barbara Tuchman.
Does active management pay in emerging markets? Leveraged buyouts, be gone; FX; T.S. Eliot.
Amidst global political instability, the most valuable attribute is a flexible mandate; Herd Behavior; KYC; Add-Backs; Short-Termism; Impact Investing; Adda Bozeman
The Toys “R” Us bankruptcy prompts a jeremiad on LBOs; Abraaj: Redux; CEE; India; Turkey; Grapes of Wrath
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