Serious investment thinking that doesn’t take itself too seriously.
The capital allocators examine trends in the sector
In two days, I’ll drive from South Dakota to Omaha to attend the annual shareholder meeting of Warren Buffett. A great time to pass some investment wisdom from The Oracle of Omaha. In today’s article, I’ll discuss the top 10 lessons from reading over 5,000 pages (!) of Buffett wisdom. The longer...
The day after Thanksgiving is known as ‘Black Friday’ in the USA and I am confident that most people have no idea why it is called that. So, for those who don’t know, let me tell you.
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...
HSBC may have a dividend yield of 4.2%, but is it a quality dividend stock?
It is hard to write any commentary this month about anything, never mind a financial market, without acknowledging the horrendous events that have happened and are continuing in and around Israel and Gaza.
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...
My bank – a global behemoth with Asian origins – refused to honour my transaction. This was despite multiple attempts, and an agent on the telephone telling me everything was...
The FTSE 250 is down almost 30% since 2021, leaving the index and many of its constituents with attractive yields.
Lord Rothschild's advice to "buy when there is blood on the street" is perfectly apt in the bombed-out carnage of US office REITs, where stocks have fallen on a quantum scale...
The property media grows in reach and influence as time ticks by. Headlines would have you believe that crashes are coming but at the same time housing is more and more...