About the author
Razvan Ceapa.
Investor, former McKinsey consultant and entrepreneur.
My professional background includes business strategy at McKinsey & Company and operational network expansion. I bring that interest in how businesses work to my investment research.
I write about the economics of technology and other growing industries: competitive advantages, physical constraints, capital spending and the risks behind an investment thesis.
Research in public.
I share my investment approach as an eToro Popular Investor under the username razvancd. This site brings my published writing into one readable archive, with original dates and links back to the source.
Older articles reflect my thinking at the time. Their holdings, figures and views should not be read as current statements.