INSIGHTS & ANALYSIS
Practical insights on financial modeling, valuation techniques, and deal analysis. Real-world applications that go beyond textbook theory.
Featured
SpaceX, Bending Spoons, and the risk of buying too late: public investors are increasingly invited after private markets have already captured a large part of the upside.
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Geopolitics
How the Iran, U.S. and Israel crisis turned Hormuz into the center of global inflation, market rotation and private-market risk.
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Markets
A structured framework for sector selection in equity investing, before looking at a single company.
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Quant
Nine formulas that underpin modern financial markets: from option pricing to credit risk and valuation. Not just the equations, but the logic, assumptions and limitations behind them.
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M&A
A practical inside look at how a transaction is structured, where time is really spent, what makes deals fail, and which parts AI is likely to automate.
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Valuation
A step-by-step walkthrough of building an LBO model, with leverage scenarios, exit multiples, and sensitivity tables.
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AI
How AI is changing PE and IB: a powerful assistant for repetitive tasks, without replacing domain judgment.
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M&A
How new ESG regulations reshape M&A: due diligence, valuation effects, deal structures, and the evolving role of bankers.
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Markets
Tokenization is leaving the lab: concrete implications for banks and private equity, governance, liquidity, and deal mechanics.
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