![Where's My Moat?](/content/images/size/w100/2024/07/moat.png)
Validus Global Investing
Investing at the Edge of Inflection For investors who seek long-term growth in private and public companies.
![Validus Global Investing](/content/images/size/w100/2023/02/VGIzoombg5.jpg)
![Where's My Moat?](/content/images/size/w100/2024/07/moat.png)
![Expanding Cracks in the Ice](/content/images/size/w100/2024/06/danger-sign.png)
Expanding Cracks in the Ice
![Ice Melts from the Edges](/content/images/size/w100/2024/06/icemelt.png)
Ice Melts from the Edges
![CROSSING-OVER TO A HYBRID STRUCTURE](/content/images/size/w100/2024/05/circle-pie.png)
CROSSING-OVER TO A HYBRID STRUCTURE
![Contrarian Comfort at the Milken Institute](/content/images/size/w100/2024/05/arrows.png)
Contrarian Comfort at the Milken Institute
![Dividends Without Growth are a Roller-Coaster of Empty Promises](/content/images/size/w100/2024/05/rollercoaster.png)
Dividends Without Growth are a Roller-Coaster of Empty Promises
![Risk, Volatility and Diversification](/content/images/size/w100/2024/04/risk-and-volatility-image.png)
Risk, Volatility and Diversification
![Are we looking at a market top for equities? What's your plan?](/content/images/size/w100/2024/04/pie-chart-seeds.png)
Are we looking at a market top for equities? What's your plan?
![Are CLOs Right for Your Portfolio?](/content/images/size/w100/2024/04/loanobligationimage.png)
Are CLOs Right for Your Portfolio?
![Captive Data Sets: The Global Economy's “New Oil”](/content/images/size/w100/2024/04/datatower.png)
Captive Data Sets: The Global Economy's “New Oil”
![Green Shoots in Industrial Real Estate](/content/images/size/w100/2024/03/plant.png)
Green Shoots in Industrial Real Estate
![Big Tech's Energy Needs vs Climate Agenda](/content/images/size/w100/2024/03/webby.png)
Big Tech's Energy Needs vs Climate Agenda
![Our Take on the Latest ESG Controversy](/content/images/size/w100/2024/03/hearty.png)
Our Take on the Latest ESG Controversy
![How Will Mexico Play its Economic Winning Hand?](/content/images/size/w100/2024/02/cards.jpg)
How Will Mexico Play its Economic Winning Hand?
![Snowballs and the Chinese Market Meltdown](/content/images/size/w100/2024/02/snowball-amber-1.png)
Snowballs and the Chinese Market Meltdown
![Say Goodbye to Pricing Power and Hello Purchasing Power](/content/images/size/w100/2024/01/Untitled-picture.png)
Say Goodbye to Pricing Power and Hello Purchasing Power
![The Walgreens’ Debacle: Dog Catches Car](/content/images/size/w100/2024/01/Dog-chasing-car-3.png)
The Walgreens’ Debacle: Dog Catches Car
![Vertical Operating Systems: The Ultimate Point of Growth Inflection in 2024](/content/images/size/w100/2024/01/230723-INFLCurve-Icon-Black-1.png)
Vertical Operating Systems: The Ultimate Point of Growth Inflection in 2024
![AI Progress is a Poor Excuse for Seizing the Intellectual Property of Others](/content/images/size/w100/2023/12/marks-ai.png)
AI Progress is a Poor Excuse for Seizing the Intellectual Property of Others
![Tesla's Not So Typical Recall](/content/images/size/w100/2023/12/tesla.png)
Tesla's Not So Typical Recall
![Are Structured Notes Right for Your Portfolio?](/content/images/size/w100/2023/12/structured-notes.png)
Are Structured Notes Right for Your Portfolio?
![Private Credit: The New Cool Kid on the Block](/content/images/size/w100/2023/12/coolkid.png)
Private Credit: The New Cool Kid on the Block
![Trouble in EV Land? It Depends on Your Strategy.](/content/images/size/w100/2023/11/electric-vehicles-charge-2022-11-16-22-03-58-utc.jpg)
Trouble in EV Land? It Depends on Your Strategy.
![That old bugaboo – deflation is back, at least in theory.](/content/images/size/w100/2023/11/il_570xN.1683263975_7s2b.jpg.webp)