I’ll be diving deeper into each of the components I mentioned in the "How to Analyze a Company" post to bring more clarity to the process of evaluating a business. I started with a topic that felt most important and also generated some questions from readers.
From here, I’ll continue working through the rest in order and eventually tie everything together in a cohesive framework. Hope that'll be useful.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
Now you have to explain WACC, ROIIC, Reinvestment Rate and how they all tie together. ROIC on its own means nothing.
Now you have your Part 2, 3, 4 and 5.
Yes, you're absolutely right — that's the plan!
I’ll be diving deeper into each of the components I mentioned in the "How to Analyze a Company" post to bring more clarity to the process of evaluating a business. I started with a topic that felt most important and also generated some questions from readers.
From here, I’ll continue working through the rest in order and eventually tie everything together in a cohesive framework. Hope that'll be useful.
That would be awesome.
Hello there,
Huge Respect for your work!
New here. No huge reader base Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, truth, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
“Built to Be Left.”
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e