Concentrated, patient and disciplined. The 3 pillars of active management outperformance
Learn the importance of concentration, patience, and discipline in active management. By examining real-world examples and empirical research, we shed light on the challenges and opportunities of navigating the complex world of active investing.
Where to from here after this year’s big rally?
While stock prices of some of the world’s best companies are up a lot this year, they are only just getting back to where they were at the beginning of last year. Don’t be tempted to sell your big tech stocks just yet—this article explains why the recent rally is just the beginning of an extraordinary journey for these companies and their investors.
Bullwhip effect: Why big tech’s woes are temporary (and their shares an extraordinary buying opportunity)
The real reason why investors are wrong to be spooked by big tech earnings. Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded massive declines. Many investors, are thinking about offloading these stocks but the silver lining is that the pain is very likely only temporary.
Apple Overplayed Its Hand
We have written in the past about Apple’s upcoming App Tracking Transparency (ATT) changes and their impact on ad publishers. In recent days, information has emerged that throws a spanner in the works for Apple’s plan.
China’s Censorship Anaconda Awakens
US companies and executives are increasingly taking strong stances on local policy matters such as health care and gun control; however, until recently they had largely avoided scrutinising China’s position on free speech and human rights. As the Hong Kong protests enter their twentieth week, US businesses across a range of industries have found themselves […]
Apple’s services strategy is falling into place
Apple’s annual iPhone launch event, held in early September and billed as “By innovation only”, was dismissed by critics as anything but. Hardware improvements were largely limited to cameras and battery life and were iterative at best; there was no 5G support, no folding screens and only (!) three cameras on the back of the […]
Is Peloton an Apple?
Peloton, the premium Connected Fitness company that sells $2,000 stationary bikes and $4,000 treadmills, recently filed its S-1 for an IPO. One of the more interesting investor debates taking place is whether Peloton is a hardware company or a subscription service. Peloton bears argue that the company is selling overpriced commodity hardware, while the bulls […]
