Exploring capital expenditure decisions, assumptions, and their impact on cash flow, growth, and valuation.
M&A
+4
Apr 27, 2026
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3 min read
Why M&A and CapEx decisions are not made by models alone
CapEx
Apr 13, 2026
7 min read
Why big investments are often reviewed less rigorously after approval
Valuation Framework
Mar 30, 2026
4 min read
Why Internal Decisions Don't Match External Models
