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Edelweiss

Javier Pérez writes deep dives on business models, capital allocators, moats, and incentives across global markets, spanning technology, private equity, finance, and insurance.

https://edelweisscapital.substack.com/

Mentions17
Posts4
Latest post12 Jul 2026
Watches of Switzerland Group PLCThe Art of not Selling (too early)-12 Jul 2026
Deere & CompanyThe Art of not Selling (too early)-12 Jul 2026
NVIDIA CorporationThe Art of not Selling (too early)-12 Jul 2026
PUIG BRANDS S AWhat the hell is happening with Private Credit?-22 Mar 2026
Deere & CompanyWill Agentic AI Disrupt SaaS?-25 Jan 2026
Salesforce, Inc.Will Agentic AI Disrupt SaaS?-25 Jan 2026
Microsoft CorporationWill Agentic AI Disrupt SaaS?-25 Jan 2026
Oracle CorporationWill Agentic AI Disrupt SaaS?-25 Jan 2026
ServiceNow, Inc.Will Agentic AI Disrupt SaaS?-25 Jan 2026
BlackRock, Inc.#88 The Future of Private Equity-16 Nov 2025
Blue Owl Capital Inc.#88 The Future of Private Equity-16 Nov 2025
Partners Group Holding AG#88 The Future of Private Equity-16 Nov 2025
Brookfield Corporation#88 The Future of Private Equity-16 Nov 2025
The Carlyle Group Inc.#88 The Future of Private Equity-16 Nov 2025
KKR & Co. Inc.#88 The Future of Private Equity-16 Nov 2025
Apollo Global Management, Inc.#88 The Future of Private Equity-16 Nov 2025
Blackstone Inc.#88 The Future of Private Equity-16 Nov 2025