Permabulls, horizons and perpetuity

In the long run, stock markets rise, despite constituting an agglomeration of largely mediocre businesses. Selecting qualitatively superior…

5 mins

The Quality Growth Marathon

Introduction As our investors will know well, the Ten Golden Rules are the guiding principles which we use…

6 mins

Snow in the Summer

The words ‘company’ and ‘stock’ are often used interchangeably to mean the same thing. However, a little consideration…

5 mins

Summer Turbulence Once Again

In keeping with a long-standing tradition in financial markets, the month of August has seen rising levels of…

6 mins

Caveat Emptor: The Perils of ETF Investing

Active managers have had a tough year, mainly because their performance has been determined largely by whether or…

8 mins

Do You Hold Nvidia?

Like the mythological titan Atlas holding up the Heavens, NVIDIA currently appears to be bearing the heavy weight…

9 mins

Quality Growth: Beyond Boom and Busts

In recent years, we have witnessed a rapidly evolving macroeconomic and geopolitical landscape, characterised by extreme volatility. This…

4 mins

Innovation: why some monopolies fail and others prevail

Monopolies are often seen as a clear sign of competitive advantage. The common belief being that high barriers…

6 mins

The Winds of Change

The first quarter of 2024 has witnessed a sea change of atmosphere in financial markets which has not…

3 mins

Tech: Not Just For Tech Companies

The technology sector is a dominant force in today’s stock market, representing nearly 30 per cent of the…

4 mins