Insights

Early this year, we published our 2023 strategy presentation. We argued that the system had significantly changed as rates were increased dramatically in 2022 and into 2023, and investors require a different approach to investing. Central banks around...

Last year was one to forget for investors, few asset classes were able to provide cover in a year when stocks and bonds were both down double-digits. The new year presents a different set of expectations and opportunities for the market. After a decade...

As we leave the pandemic behind, we are entering a new paradigm in the financial world. Rising interest rates, elevated energy prices and volatile markets can be daunting for investors. However, we believe opportunities are emerging as lower prices provide...

When DIS launched its Disney+ service on November 12, 2019, the executives expected other segments to be affected in the short-term. Soon after, the pandemic brought forth insurmountable challenges as their parks were closed and sports (ESPN) were halted...

Our introductory presentation covers our team, process and investment strategy. You can download it by clicking here.

We have compiled a few interesting graphs covering the second quarter. You can download the presentation here. Reach out to us if you have any questions.

While the market has been in a twilight zone for the past year, many investors have been lost between loss-generating companies defying gravity and IPOs commending higher prices. Most importantly, many seem to have forgotten about investing’s fundamental...

Two weeks ago, Barron’s released an in-depth analysis on Facebook[1]. It covered its main lines of business as well as made the case for FB being undervalued. We agree with most of their points, but we have noticed that the analyst community fails to...

Last couple of weeks in the markets bordering on lunacy. Certain securities (GameStop (GME), AMC, Nokia (NOK)) defied gravity and posted triple-digit upward movements. On this blog post we explain why investing in such hot names is fool’s gold. While...