… the “war chest” of cash in money market funds that was built up early in the pandemic has been barely dipped into
16 Aug 2021
Jassy: Jeff’s Fresh Prince
Most of the world’s leading
companies have a public
figurehead who has charted the company’s rise to where they are
today
10 Aug 2021
Monthly Viewpoint – July 2021
In the face of a rapid spread of the delta variant, with daily Covid case numbers up almost 80% in July from June levels, concerns about the sustainability of growth re-emerged.
9 Aug 2021
Value is in the Eye of the Beholder
“Beauty is in the eyes of the
beholder” is a phrase I’ve often found myself replying in retort – we are sadly not all blessed with
looks that appeal to the masses!
2 Aug 2021
A Summer of Competition
Over the last 10 years there has been $199.8bn of equity investment across 1,553 unique companies in the space economy
26 Jul 2021
All eyes on the US
The economic recovery that is underway is likely to see a period of growth we haven’t seen in decades
19 Jul 2021
Value Investing Redux
… as Mark Twain said, “A classic is something that everybody wants to have read, and nobody wants to read”
