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Finding Venture Capital Returns in Public Markets
Series Introduction: Why this Series Exists
Aug 22
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Legesi
Can Pavlov and Skinner Help Us Find Better Investments?
Exploring behavioural conditioning as a screen for identifying economic moats in listed companies
Aug 18
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Legesi
2
3
1
The Great Arbitrage
Buying Time When the “Fast Clock” Panics
Aug 2
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Legesi
3
2
1
June 2026
Ergodicity
Why the “Average” Investor Is a Myth — and Why Your Survival Is the Only Statistic That Matters
Jun 4
•
Legesi
6
1
May 2026
The Frontier Acceleration
Leapfrogging and the Super-Linear Metabolism of Uganda
Published on Risk is a Privilege
•
May 27
The Frontier Acceleration
Leapfrogging and the Super-Linear Metabolism of Uganda
May 27
•
Legesi
1
1
1.5 Billion Heartbeats
The Biological Scaling Laws of Money and Why Corporations Die
May 11
•
Legesi
4
1
The AI Bubble: Why Manias Never Really Die (Part 4)
How to size a portfolio for survival of the AI Bubble; What survival looks like and what it costs
May 5
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Legesi
1
4
April 2026
The AI Bubble, Why Manias Never Really Die (Part 3): Three Red Lights
Subtitle: The Survival Directive has been activated. Here is what the warning lights are saying in April 2026, and what to do about it.
Apr 30
•
Legesi
1
BoU Steepened the Curve. The Market Didn’t See It Coming. Neither Did We.
By Impala Market | Post-Auction Analysis | April 15–23, 2026
Published on Impala Market
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Apr 25
The Unified Theory of Investing: The Illusion of the Clock
Why Your Time Horizon Warps the Fabric of Risk
Apr 20
•
Legesi
10
2
2
Uganda Treasury Bond Auction Preview: What to Expect on April 15, 2026
Published: April 10, 2026 | Impala Market Blog
Published on Impala Market
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Apr 10
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