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THE BOX IS THERE FOR A REASON

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Private Equity: The Good, the Bad and the Ugly

17 April 2021

Notes from a conversation among educated friends.

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Il coronavirus è solo un’influenza?

12 April 2021

I dati mostrano che l’infezione da coronavirus può essere considerata come un’influenza, ma con qualche ulteriore e determinante precisazione

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How Long Should You Stay with an Investment?

27 March 2021

Our standard focus on past price performance is not helpful.

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Out of the Box – The Neil Woodford Mess

19 March 2021

There are so many lessons in this FT article that I’ve lost count.

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Out of the Box – Balance Sheets to the Moon?

11 March 2021

Wisdom Tree’s take on the use of Bitcoin as corporate cash management tool. Can it possibly get any crazier?

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La necessità di pianificare

27 February 2021

Le opportunità e le modalità d’investire sono tante; questo ci obbliga ad organizzarci.

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Out of the Box – The Poetry of Extinction

24 February 2021

A couple of months ago this article appeared in The New York Times.

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Value and Growth

7 February 2021

A Classification that Obscures the Point

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A Multi-Century Elevator Ride

21 January 2021

by Philippa Dunne

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