“As value investors we often view negative sentiment around a company as a potential opportunity to capitalise on irrational valuations.”

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“Although fascinating, I don’t see
the metaverse replacing the real world anytime soon.”

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Russia – Ukraine: Implications for financial markets
“There are decades where nothing happens; and there are weeks where decades happen.”
Lenin

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Two years ago, news began to emerge of a cluster of pneumonia type sickness in China, soon to be identified as a novel coronavirus.

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The buoyant markets of October continued through most of November, taking several equity indices to new all-time highs, until news of the new Covid variant, Omicron…

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The abrupt fall in markets in September was equally abruptly reversed in October, with Wall Street enjoying its best month of the year, the S&P 500 returning 7.0% and closing the month at an all-time high

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In the face of strengthening and broadening headwinds, the unbroken run of seven
months of gains in equities came to an abrupt halt in September

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“Gap risk is difficult to account for in any sensible investment framework”

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