2025 Strategy

Dec 10, 2024 | Doug & Chris

As we approach 2025, the global investment landscape presents both opportunities and challenges, shaped by shifting economic conditions, evolving monetary & fiscal policies, and technological advancements. The year ahead will require a thoughtful portfolio management, balancing the pursuit of growth with a heightened focus on resilience amid potential market volatility. We share our thoughts on how to position at this juncture. You can download our Presentation by clicking on it.

Reality can be whatever Mark wants

 April 16, 2021 |Kein Bejko
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...
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