The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Corporate Decay

GE, Boeing, Intel On The Path Of Decay

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Cyclical Value Investing
Aug 18, 2024
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I am somewhat fascinated by the evolution of large organizations over time.

So it is not an accident I write a lot about the fate of empires, nation-states, and entire civilizations.

Each human-built structure goes through a path tracing from obscurity→growth→peak→decay/fracture.

And let’s be honest, the growth and decay parts are the most fascinating o…

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