Videos & Podcasts
Insights - All Posts
Podcast | Why the Best Companies Aren’t as Expensive as They Seem
March 7, 2025
Chris and Andy break down why companies like Meta, Amazon, and Blackstone may not be as expensive as they appear. By diving into R&D spending, capital intensity, and cyclicality, they reveal how traditional valuation metrics can be misleading.
Quarterly Letter: Q4 2024
January 7, 2025
This insightful quarterly update sheds light on our evolved investment strategy which focusses on ‘advantaged’ businesses within structural transformations. Also learn about the four major cyclical upswings expected in 2025.
KKR unveiled | A Deep Dive into a Global Alternative Assets Powerhouse
December 4, 2024
This video presentation breaks down KKR’s compelling investment thesis, revealing massive growth potential in alternative assets. Learn how this global investment platform is positioned to capture trillion-dollar opportunities across Asia, insurance, and retail wealth channels.
