Finance
10 articles
Cash flow rules: real unit economics, strategic pricing models, and the financial anatomy of businesses that truly generate sustainable value.
Warner Bros. Discovery and the Unraveling of the Conglomerate: When Capital Demands a Focus on Scalable Assets
Warner Bros. Discovery reported Q4 2025 earnings exceeding expectations, highlighting a deeper issue: the market now pays for distinct content and distribution systems.
Gabriel Paz min
The Cost of Closing the Fiscal Front: Elektra Trades Legal Volatility for Operational Clarity
Grupo Elektra absorbed an accounting hit of Ps.23,261 million to end all its tax litigation with the Mexican government. The key signal is not the quarterly loss, but the removal of uncertainty.
Sezzle Made Real Money in BNPL, Now the Risk is Misplaying the Game
Sezzle closed 2025 with profits that many BNPL competitors still promise. The challenge now is to prevent regulatory expansion from turning this advantage into vulnerability.
The Rise of Debt Financing in REITs and InvITs: A Sustainable Game?
Debt financing in REITs and InvITs reaches record levels. Is this a sign of strength or a warning in the market?
Activist Funds and Blue Owl: A Liquidity Opportunity in Times of Uncertainty
Activist funds see Blue Owl as a chance to solve liquidity issues for retail investors amid private credit challenges.
The Quantum Revolution of IQM: A Shift in European Technological Paradigm
Artemis 2: A Lunar Mission Halted by Technological Anxiety
The Moon Awaits: Strategic Lessons from the Artemis Delay
Bitcoin and the Identity Crisis: Beyond Monetary Value
