Mar 09
CAGR Is The Number That Matters
There's a version of this story that happens thousands of times a year in Singapore, and in every market where fund marketing exists.
7 min read
Ryan Gallinera
My career is built at the intersection of structural thinking and visual clarity, and this perspective is the foundation of everything we do here.
Glavcot Insights is an independent, reader-supported publication.
Mar 09
Investor Frameworks — now live.
Some of the most useful investment thinking doesn't arrive in a 3,000-word report. Sometimes a single
2 min read
Mar 04
When Everyone Sells — Who Is Buying?
But here is what struck me most, sitting with this across those two days — not panic, not a desire to act, but a deeper question.If I were to sell right now... who exactly would be buying?
That question sounds simple. It is not.
9 min read
Mar 02
NetEase Games: Snapshot
The Snapshot distills the full First Principles Analysis into a single reference page — the central question the analysis is built
4 min read
Feb 28
NetEase (9999.HK): First Principles Analysis
If you're coming from the First Principles Brief, you already know what NetEase does and why the business
21 min read