Serious investment thinking that doesn’t take itself too seriously.

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On-site versus online retail

On-site versus online retail

Battle lines redrawn for our consumer good. By the time coronavirus so abruptly and harmfully struck, those businesses plying their consumer goods trade from premises on high streets, shopping centres and retail parks, had already lost considerable market share to...
This time next year

This time next year

As of September 6th, the UK has a new prime minister, in Liz Truss, and a new chancellor in Kwasi Kwarteng. To say they face immense challenges is no exaggeration. Then again, challenges abound across Europe, MENA and no less in the United States. Against such a...