infrastructure investing

The Modern Feudalism- Why Owning the Road is Better than Owning the Factory

The Modern Feudalism: Why Owning the Road is Better than Owning the Factory

Imagine you could travel back to medieval Europe with one piece of investment advice. You’d probably want to tell someone to invest in the next big innovation, right? Back up the guy inventing the printing press or bet on better shipbuilding techniques. But the smartest move would have been simpler and duller. Buy land near […]

The Modern Feudalism: Why Owning the Road is Better than Owning the Factory Read More »

Digital Rent: How to “Own” the Internet Infrastructure Through Dividends

You probably think the internet is free. You open your laptop, connect to WiFi, and suddenly have access to the entire world. No toll booths. No admission fees. Just pure, democratic access to information and entertainment. Except someone owns every inch of it. Every email you send travels through cables owned by someone. Every video

Digital Rent: How to “Own” the Internet Infrastructure Through Dividends Read More »