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4 results for “valuation”
Research & guides

Capital Allocation
Sample contentFree accessThe 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

Business Acquisitions
Sample contentFree accessBuying a Small Business: Valuation Basics
How small private businesses are commonly valued, what the normalisation adjustments really mean, and where buyers most often overpay.
Juan Pablo Vargas 10 min read

Infrastructure
Sample contentFree accessInfrastructure as an Asset Class
Toll roads, utilities, pipelines and digital networks share economic features — and risks — that differ from typical equities.
Juan Pablo Vargas 9 min read