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Month: November 2025

Burry-ing the Numbers?

Posted on 25 November 202524 November 2025 by Quentin Toulemonde

This week, attention turned once again to Michael Burry, who announced that he is closing his investment fund, Scion Capital. Burry became a prominent figure nearly two decades ago after his early…

Rated, Not Verified

Posted on 18 November 202517 November 2025 by Quentin Toulemonde

This week, an article in the Financial Times drew my attention for its critical perspective on the potentially problematic role of credit rating agencies in assessing private credit risk. The piece raises…

The 1’000 billion dollar man?

Posted on 12 November 202511 November 2025 by Quentin Toulemonde

The past week has seen a flurry of commentary across the financial press – and far beyond – on Tesla’s newly approved long-term performance award for its chief executive, Elon Musk, following…

Survival of the Fittest

Posted on 4 November 2025 by Quentin Toulemonde

This past weekend, a concise yet remarkably insightful interview with Per Franzén, CEO of Swedish investment firm EQT, published by the Financial Times, captured my attention. Franzén warned that a significant number…

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