AZ

AZ

Musings about technology, food, venture capital and fitness

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capital cycles thoughts #1

my chapter 1 highlights and reflections from the book: Capital Returns

Chapter 1 Reflections Definitions and Key Tenets Capital cycles (and the performance of individual companies/industries) are much more tied to the supply side equation rather than demand side. These changes in supply side lead to dramatic shifts in profitability, pricing power and performance. Ma…

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