The Inflation Scare - part 2
Inflation is nothing to be scared of. In fact, its return could be a great time for value investors.
The Inflation Scare - part 1
Inflation is back. But will it stay and what does it mean for investors?
The ones that got away
It's usually easy to explain why a purchase didn't work out. But what about the big winners we researched but never bought into?
Putting a mask on your portfolio
It's been an incredible 18 months. Now is the time to mask up and prepare for the next leg of the journey.
Why my dream run with Apple is over
Apple has returned over 80% a year for eight years. This is what I learned and why I've recently sold out.
The future of the big four banks
Low rates have knocked the profitability of the big banks. Now, an even greater threat awaits.
Crypto, blockchain and the whole damn thing
Yes, it's confusing, but like the Internet in 1998, it's worth investing the time to understand it. Here's our first stab.
When the investment risk is politics - Part 2
Neoliberalism has succeeded in many respects. But in the west it has created a minority full of rage, and the capacity for upheaval.
When the investment risk is politics
After avoiding the subject for almost 25 years, we're dipping our toe into the tricky waters of neoliberalism and its malcontents.
Why founders make for great businesses
It's well-known that backing a company founder beats a vanilla CEO. Less well known are the reasons for it.
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