All of our previous posts
M&A
+5
Nov 1, 2026
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5 min read
Televisa is paying the largest price in its history with the smallest check it has ever written. The check is the number to read.
Strategy
+3
Aug 16, 2026
6 min read
Starlink is a telco partner only until it gets spectrum.
Jul 26, 2026
How three years of cost discipline rebuilt Televisa's capacity for M&A.
Jul 19, 2026
One feed, four prices: how World Cup rights got monetized in LATAM.
Jul 12, 2026
Latin American telecom changed owners, not structure. The balance sheet decides who consolidates next.
Jul 5, 2026
América Móvil carries the biggest telco debt in LATAM. Leverage tells the opposite story.
Jun 22, 2026
The largest IPO in history opened a listing window that now ties SpaceX, OpenAI, and Anthropic to a single variable.
Jun 2, 2026
The margin lever is not where everyone is looking.
May 19, 2026
Growth, profitability, cash, customers. Everything else is noise.
Apr 29, 2026
A template, a five-question audit, and four lines to say in your next board meeting.
Apr 7, 2026
13 min read
An upcoming IPO could be 10x larger than Alibaba's all-time record.
Mar 17, 2026
9 min read
Who leads, who follows, and where the next shifts may emerge.
