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Monthly Macro Review - June 2025
Macro at a glance The mid-June escalation between Iran and Israel, triggered by Iranian missile attacks and subsequent U.S. airstrikes on...
Jul 15 min read
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Monthly Macro Review - May 2025
Macro at a glance From 13-16 May 2025, Donald Trump visited the Middle East and signed a number of economic agreements. The result: more...
Jun 15 min read
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Daniel KÅ™etÃnský: A Long-Term Contrarian Investor Across Sectors
Joël Saget/AFP Introduction Daniel KÅ™etÃnský is a Czech billionaire investor renowned for his methodical, long-term approach to value...
May 1421 min read
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Monthly Macro Review - April 2025
Macro at a glance The Liberal Party, led by current Canadian Prime Minister Mark Carney, has won the Canadian general election with 168...
May 75 min read
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Monthly Macro Review - March 2025
Macro at a glance On March 18, the Bundestag voted for a budget reform that put an end to Germany's strict 0.35% GDP debt policy. With...
Apr 15 min read
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RJR Nabisco leveraged buyout: The story of one of the biggest deals ever
DVD cover of the 1993 HBO television film Barbarians at the Gate, based on the book by Bryan Burrough and John Helyar. The film...
Mar 2518 min read
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Investment Society Lausanne - Annual Report 2024
1.0 - Who We Are and How We Work The Investment Society Lausanne is a student-run, non-profit investment fund established in 2019,...
Mar 418 min read
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Elon Musk, Tesla’s Biggest Asset and Liability
Christian Marquardt/Getty Images Tesla’s meteoric rise from a Silicon Valley startup to the world’s most valuable automaker is...
Mar 214 min read
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