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Sacha Meyers
Sacha Meyers

92 Followers

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Nov 7, 2022

Inversion

or why avoiding losers can be more valuable than selecting winners “He wins his battles by making no mistakes” Sun Tzu Investors look for winners. Implicitly, investors also avoid losers, but it isn’t how they structure research. They do not aim to write reports on companies they believe are poor…

Investing

9 min read

Inversion
Inversion
Investing

9 min read


Jun 5, 2022

Why the United Kingdom builds ugly and expensive homes

A case for more homes built by people The Shire My image of the United Kingdom is a market town ensconced in green hills. Its square church tower stands out from an otherwise modest skyline. The high street is lined by a Tudor pub, a former Georgian bank branch turned…

Housing

14 min read

Why the United Kingdom builds ugly and expensive homes
Why the United Kingdom builds ugly and expensive homes
Housing

14 min read


Nov 29, 2020

Goodwill Margin

John Mackey, Founder and CEO of Whole Foods: “Amazon allowed Whole Foods to think long term again. We needed to cut our prices but when you’re a public company if you’re selling something for a dollar and you say ‘you know what, we need to sell this for 90 cents’…

Porters Five Forces

12 min read

Goodwill Margin
Goodwill Margin
Porters Five Forces

12 min read


Mar 22, 2020

This Is Not Capitalism

This is your brain on central banking, regulatory capture, and financialization. Allen Farrington & Sacha Meyers The everything bubble has popped. In the end it wasn’t PE ratios that imploded under their own stupendous highs, nor the conceptual insanity of negative rates triggering bank runs. The Euro didn’t fall apart…

Finance

30 min read

This Is Not Capitalism
This Is Not Capitalism
Finance

30 min read


Jul 16, 2019

The Growth Illusion

“For over seventy years, the advanced societies of the world have preened themselves in the mirror and mostly admired what they saw: growth.” So starts The Growth Delusion by David Pilling. Its subject is Gross Domestic Product, or GDP, and the importance our societies have put on growing GDP. Indeed…

Economics

34 min read

The Growth Illusion
The Growth Illusion
Economics

34 min read


Jul 13, 2019

Urban Trinity, or How Ideas Shape Cities

Urban Trinity, or How Ideas Shape Cities First, pelt merchants from the North, travelling south in search of trade, would meet spice merchants from the South. From meetings were born marketplaces, and confluences of people, pulling in more and more human energy, forced expansion to towns, and from towns to cities. Roads would follow the contours of…

Urban Planning

9 min read

Urban Trinity, or How Ideas Shape Cities
Urban Trinity, or How Ideas Shape Cities
Urban Planning

9 min read

Sacha Meyers

Sacha Meyers

92 Followers

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