Memos & Essays

2026.11.15

The Economics of Micro-SaaS in LatAm

5 MIN READ2026.08.10

Friction as a Catalyst: The Fintech GTM Thesis

7 MIN READ2026.07.20

The Architecture of Capital Allocation

6 MIN READ2026.06.15

Private Equity Trends in 2026

12 MIN READ2026.05.10

Arbitrage Opportunities in Emerging Markets

5 MIN READ2026.04.05

The Operator's Playbook for Hyper-Growth

8 MIN READ