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Articles, Papers, Perspectives
Conference Paper: What's Keeping Telco Boards Awake at Night?
I gave this detailed paper at a private conference of telecommunications industry executives in Johannesburg in 2014. The paper explored...
David Tusa
Aug 30, 2022
Conference Paper: Cassini Partners Launch
Cassini Partners launched in Pakistan in 2018. I presented this paper at the event, announcing our approach, investment thesis and views...
David Tusa
Aug 30, 2022
Conference Paper: Managing The Threat of Commoditization in Mobile Markets
I presented this paper to SAMENA in March 2014. This is original research which I conducted with my colleagues at Booz & Co. into...
David Tusa
Aug 29, 2022
Perspective: Rebuilding Lost Value
Rebuilding Lost Value One of the most fundamental objectives of the Private Equity process is to focus on rebuilding lost value in...
David Tusa
Aug 29, 2022
Article: The new Middle Class drives lots of value in Frontier Markets. Why is this, and ‘so what’?
“I bought a fridge” For Amana, a proud mother of four we spoke to in rural Punjab, this was a big moment. Having a fridge means you can...
David Tusa
Aug 29, 2022
Article: Fix to Sell, or Sell to Fix?
We were asked the other day if we’d be interested in buying a controlling interest in a substantial manufacturing company in one of our...
David Tusa
Aug 29, 2022
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