NOTEBOOK
Essays on business, capital allocation, and the institutions that shape markets and opportunity. Written from experience, published periodically.
Interest rates now reach into nearly every household and business budget in the country. Most of the people carrying that
The consumer health category is finishing its migration from lifestyle expenditure to actual healthcare. Most of the industry does not
Why the next decade of US–Africa capital flow will be defined by infrastructure, not aid.
Why patient capital outperforms — observed from the inside, not theorized from a podium.
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