Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
Mirror, mirror on the wall, who is the juiciest Big Tech short of them all? OMG Apple (AAPL)! Let me dissect the case before I am roasted alive for investment heresy: AAPL trades at an even more expensive valuation multiple than Nvidia at 30X earnings. The only problem is that NVDA's revenue...
“We don’t know what we don’t know,” as Donald Rumsfeld once said when asked whether intelligence gathered had been shared adequately across the US intelligence community. Applied...
With its resurrection following the Second World War and the unification of East and West, Germany has had a remarkable journey over the past 75 years. In particular its stable...
Öslem Tureci and Uğur Şahin – the founders of BionTech, which, together with Pfizer, pioneered one of the first covid-19 vaccines – are remarkable individuals in a wider sense....
For almost a year, we have personally witnessed friends and colleagues sharing pictures of their working-from-home digs. At the onset of the pandemic, we would see shots of a...
What do investors want right now? Which are their preferred opportunities, and what do you need to know about them? This series sums up what one European investment adviser has...
On 20 January 2021 the Czech lower house of parliament passed a bipartisan bill that, if enacted, would potentially pose a significant threat to one of the EU’s core elements,...
This article was originally published in Winter 2019. With Brexit uncertainty hitting London hardest and high-grade office supply tight in the capital, investors are looking to...
Consumers won’t turn back from e-commerce now – so what do institutional investors need to know about the logistics property market? The influence of e-commerce on the daily life...
There are naturally those sceptical of any new way of thinking or challenge to the status quo. The notion of universal basic income (UBI) as a panacea to what ails society is of...