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TICTIC.THE INVESTOR CODEX

Research

The Research Library

Original analysis with stated methodology, assumptions and sources. Every piece clearly separates verified facts from estimates and opinion.

2 publications

Capital Allocation

Sample contentFree access

The Mathematics of Compounding

A first-principles look at exponential growth, the cost of interruptions, and why the final decades of a compounding journey matter most.

Juan Pablo Vargas 9 min read

Capital Allocation

Sample contentFree access

Capital Allocation: The Five Choices of Every CEO

Reinvest, acquire, repay debt, pay dividends or repurchase shares. A framework for judging management by what it does with the cash.

Juan Pablo Vargas 11 min read