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[BN] Brookfield Corporation: The Infrastructure Alchemist
Inside the labyrinthine structure that turns teachers' pensions into toll roads, power plants, and perpetual profits
Jun 16
8
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Silba
[BN] Brookfield Corporation: The Infrastructure Alchemist
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1
Joel Greenblatt
The Billionaire Who Gave It All Back
Jun 6
19
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Joel Greenblatt
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2
May 2025
[RAY B] RaySearch Laboratories: The Software Nobody Wants to Need
Inside RaySearch's counter-intuitive business model of selling what competitors give away free
May 31
6
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[RAY B] RaySearch Laboratories: The Software Nobody Wants to Need
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4
[MOVE] Medacta Group: When Patients Build Better Surgery
How a disappointed Swiss patient created a challenger that is outgrowing billion-dollar competitors through surgeon education
May 25
5
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[MOVE] Medacta Group: When Patients Build Better Surgery
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3
[CKN] Clarkson Plc: Masters of Maritime Disorder
The invisible hand that arranges how goods move across oceans without owning a single ship.
May 18
14
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Silba
[CKN] Clarkson Plc: Masters of Maritime Disorder
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4
[ITRN] Crime Pays, Predictably: Ituran, Israel's Subscription Security Machine
Where police fail, Ituran thrives — building a utility business on society's broken promises
May 3
6
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Silba
[ITRN] Crime Pays, Predictably: Ituran, Israel's Subscription Security Machine
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April 2025
[CLNX] Cellnex: Vertical Infrastructure Monopoly
From acquisition vehicle to cash flow machine: Europe's telecom infrastructure giant pivots
Apr 26
6
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Silba
[CLNX] Cellnex: Vertical Infrastructure Monopoly
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10
The Silba "Story" Framework
A human approach to company analysis in an algorithmic world
Apr 12
7
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Silba
The Silba "Story" Framework
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5
[OVH] OVHcloud, Europe's Cloud Sovereignty Play: David vs Goliath
How a Polish immigrant family built a €1.6 billion cloud challenger on European values and engineering ingenuity
Apr 9
4
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Silba
[OVH] OVHcloud, Europe's Cloud Sovereignty Play: David vs Goliath
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1
March 2025
[BWB] Baader Bank: Europe's Schwab Moment or Banking Mirage?
Baader Bank tests whether infrastructure providers can capture lasting value in wealth management's digital transformation
Mar 26
4
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Silba
[BWB] Baader Bank: Europe's Schwab Moment or Banking Mirage?
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[EKT] Energiekontor: When Green Dreams Meet Market Reality
Energiekontor's 50/50 strategy may be the only viable path through energy transition headwinds
Mar 19
3
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Silba
[EKT] Energiekontor: When Green Dreams Meet Market Reality
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The Glossary
Bridging the gap between professional investment analysis and everyday understanding with straightforward explanations of key terms.
Mar 10
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The Glossary
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