Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
As the gods of war exact their grotesque ransom of human blood sacrifices in the Middle East, my mind resurrects the lyrics of a Vietnam era anti war John Lennon song from my boyhood. “All we are saying is, give peace a chance”. Something has gone very badly wrong in the Arab world since the death...
Housing is needed. Green space is precious. And, after the coronavirus, some offices could be left empty. Anyone currently campaigning against the obvious solution of...
The late Anwar Sadat, when president of Egypt, called 1973 his autumn of destiny. I call 2020 my autumn of destiny because four of the world’s top software/fintech will go public...
Summary Xaar is a relatively young and small leading-edge technology business which I bought in mid-2018It’s a good example of how excessive R&D in highly cyclical businesses...
The superforecasters of the Good Judgement Project believe there is a 93% probability we will have an FDA-approved vaccine in a year, and enough of it to inoculate 25 million...
There is talk that working from home has become so ingrained and old working arrangements so untenable in this new, socially distanced world that it will force city-centre...
Rapid changes are under way across the spectrum of different asset classes, and investors will need to adapt their approach. Investors are working hard to assess what recent...
In the past 18 years, after a series of spectacular and occasionally failed rocket launches, Elon Musk’s SpaceX has emerged as Silicon Valley’s next colossus, a once in a...
“I don’t love the idea of being a house cat, but what’s the solution?” When you are looking for someone to blame remember this: The Market is not stupid. Participants are. ...
Since the market crash of 2008/2009, The FTSE 100 and S&P 500 have produced very different results. Some of this is down to fundamental factors such as differences in...