I work across capital markets, corporate finance, and strategic advisory, helping companies and investors close the gap between what a business is actually worth and how the market perceives it. Author of two books on capital markets and decision making.
Two books on capital markets, valuation, and the forces that shape decision making.
Notes on capital markets, corporate finance, and second order effects.
Why global investor appetite for Africa rarely turns into an actual allocationThe Appetite Is RealEvery investor conversation about Africa starts the same way. There is appetite. There…
For a long time, the basic assumption was simple. If a serious company wanted a serious public market listing, it would end up on the New…
Going Public on a Story: What Companies Promise Investors and What It Costs When the Market Stops Believing ThemWhy the argument you make on the way…