March-April 2022 Newsletter The market has had the opportunity to check its forecasts in the last week and some of our businesses have...

Constellation Software is a Canada based conglomerate owning a collection of vertical market software (VMS) businesses. That is,...

Adobe is a great business. It is made up of 3 businesses: Creative cloud, Document Cloud and Experience Cloud. The Creative Cloud...

Taiwan Semiconductor is one of the most important businesses in the world. It is also one of the most profitable. Of the semiconductor...

It has been a volatile reporting season. The wonderful businesses we own generally had outstanding results. Alphabet continues to...

Having been managing client’s investment portfolios for over 15 years now, I know there are very few people who like seeing the value of...

Magellan: the good and the bad news Magellan hit the front pages of the Financial Review in the last few weeks of December for a few...

The year started well For those who like to yell About their loss making stonks But it all came crashing down And many began to frown...

Among financial commentators, there is a raging debate over whether inflation is transient or persistent. The problem with the argument...

We are reading lots about rising interest rates but what does it mean for investment portfolios? Rising interest rates lead to rising...

Name: NETA: Nikola Enron Tesla Alpha A multidimensional crypto powered EV in the sub Metaverse of the Metaverse TAM = Three times greater...

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"Never risk what you have and need for what you don't have and don't need." Warren Buffett If you are already wealthy, it doesn't make...

Ausbiz has been very generous with their interviews. It is a fantastic channel for Australian financial news and analysis. The...

The world economy works on trust. When you make a payment to someone, you trust that the payment provider will move that money to the...

Back in 2011, Valor made a considerable amount of money for clients buying dollar for 50c investments. As the markets rose to silly...

It is to be expected after one of the largest speculative rallies in history that FOMO (fear of mission out), becomes common. This is the...