Equities

Picks and shovels
Equities

Picks and shovels

“During the gold rush it’s a good time to be in the pick and shovel business” – Mark Twain  

By Gavin Launder

08 Apr 2021

3 min read

Simply the best…
Gavin Launder
Equities

Simply the best…

Companies with a sustainable competitive advantage in a growing market, which generate free cash...
By Gavin Launder
22 Feb 2021
3 min read
GameStop: easy peasy, short squeezy
Aristide Goualin
Equities

GameStop: easy peasy, short squeezy

What should investors make of the GameStop saga?  
By Aristide Goualin
03 Feb 2021
6 min read
Earning sensation: what should we read into strong early results?
Lars Kreckel
Equities

Earning sensation: what should we read into strong early results?

The early signs are that this will be a strong earnings season. I have two questions about what...
By Lars Kreckel
22 Jan 2021
2 min read
The sentiment that matters
Equities

The sentiment that matters

Equity investors are at last enthusiastic again, but not yet exuberant.  

By Lars Kreckel

24 Nov 2020

2 min read

Flipping tech: facing four risks to the sector
Equities

Flipping tech: facing four risks to the sector

We have liked tech for a while, but recently there have been some challenges to our positive view...
By Christopher TeschmacherLars Kreckel
19 Nov 2020
4 min read
Value: finding fault
David Jackson
Equities

Value: finding fault

Just as we cannot predict when earthquakes will strike, we cannot say when the market will turn i...
By David Jackson
09 Nov 2020
4 min read
Leisure seekers: the case for a neglected sector
Lars Kreckel
Equities

Leisure seekers: the case for a neglected sector

The summer may be behind us and further restrictions may lie ahead, but we have warmed to the...
By Lars Kreckel
25 Sep 2020
3 min read