Capital Allocation
How companies deploy cash across dividends, reinvestment, leverage, and balance sheet management — and why these choices matter for long-term value.
M&A
+4
Apr 27, 2026
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3 min read
The Model Is Not the Deal
Why M&A and CapEx decisions are not made by models alone
CapEx
+4
Apr 13, 2026
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7 min read
Why CapEx Is Easier to Approve Than to Measure
Why big investments are often reviewed less rigorously after approval
